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Wells Fargo
WFC

Overview Fund Activity

1,951 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 667 increasing their positions, 954 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,951
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.46%
New
96
Increased
667
Reduced
954
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$982M
2
BlackRock
BlackRock
New York
+$317M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$245M
4
LP
Longview Partners
Guernsey
+$241M
5
Artisan Partners
Artisan Partners
Wisconsin
+$230M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.03B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$764M
4
Capital World Investors
Capital World Investors
California
-$576M
5
Lazard Asset Management
Lazard Asset Management
New York
-$511M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
701
Canal Insurance Company
South Carolina
$3.55M – – –
LCM
702
Laurion Capital Management
New York
$3.54M -$91.5M -1,933,301 -96%
AF
703
Alerus Financial
North Dakota
$3.54M +$53.4K +1,129 +2%
CL
704
CPWM LLC
Washington
$3.52M +$40.1K +848 +1%
FNT
705
First National Trust
Pennsylvania
$3.51M -$453K -9,574 -11%
PWLP
706
Prio Wealth Limited Partnership
Massachusetts
$3.49M -$145K -3,057 -4%
LNWWM
707
Laird Norton Wetherby Wealth Management
California
$3.47M -$147K -3,112 -4%
GI
708
GS Investments
Minnesota
$3.46M +$4.97K +105 +0.1%
AAM
709
Advisors Asset Management
Colorado
$3.44M +$26.4K +558 +0.8%
SPIA
710
Steward Partners Investment Advisory
New York
$3.44M -$276K -5,827 -7%
AIP
711
Ameritas Investment Partners
Nebraska
$3.44M -$124K -2,616 -3%
HCM
712
Hutner Capital Management
Vermont
$3.42M -$434K -9,180 -11%
Capital Fund Management (CFM)
713
Capital Fund Management (CFM)
France
$3.41M +$3.41M +72,145 New
GIM
714
Grassi Investment Management
California
$3.41M -$2.03M -43,000 -37%
HF
715
HRT Financial
New York
$3.4M +$603K +12,744 +22%
SAM
716
Silvercrest Asset Management
New York
$3.4M -$268K -5,655 -7%
BS
717
Boenning & Scattergood
Pennsylvania
$3.39M +$1.15M +24,238 +51%
KFP
718
KMG Fiduciary Partners
Ohio
$3.38M +$41.6K +880 +1%
UTC
719
Unified Trust Company
Kentucky
$3.38M +$166K +3,499 +5%
YIA
720
YHB Investment Advisors
Connecticut
$3.37M -$1.08M -22,764 -24%
1SB
721
1ST Source Bank
Indiana
$3.35M -$239K -5,041 -7%
FWM
722
Frontier Wealth Management
Missouri
$3.34M -$239K -5,061 -7%
CA
723
Continental Advisors
Utah
$3.33M -$454K -9,603 -12%
CP
724
Cumberland Partners
Ontario, Canada
$3.31M +$49K +1,036 +2%
MCM
725
Maryland Capital Management
Maryland
$3.29M +$430K +9,091 +15%
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