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Wells Fargo
WFC

Overview Fund Activity

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$401M
2
Franklin Resources
Franklin Resources
California
+$377M
3
Legal & General Group
Legal & General Group
United Kingdom
+$227M
4
LP
Longview Partners
Guernsey
+$223M
5
Barclays
Barclays
United Kingdom
+$204M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.33B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$820M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$449M
4
Harris Associates
Harris Associates
Illinois
-$435M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBB
726
Citizens Business Bank
California
$3.63M +$44.7K +926 +1%
CIC
727
Canal Insurance Company
South Carolina
$3.62M – – –
PTB
728
Pioneer Trust Bank
Oregon
$3.61M +$38.2K +790 +1%
FAAS
729
First Allied Advisory Services
California
$3.6M +$82.1K +1,699 +2%
AF
730
Alerus Financial
North Dakota
$3.56M +$410K +8,479 +13%
GH
731
GAM Holding
Switzerland
$3.55M -$865K -17,893 -20%
SFG
732
Sather Financial Group
Texas
$3.55M -$1.89M -39,184 -35%
CL
733
CPWM LLC
Washington
$3.55M -$870 -18 -0%
GI
734
GS Investments
Minnesota
$3.53M +$21K +435 +0.6%
Cerity Partners
735
Cerity Partners
New York
$3.52M +$60.5K +1,251 +2%
AWM
736
Avior Wealth Management
Nebraska
$3.5M -$188K -3,871 -5%
RCC
737
Red Cedar Capital
Nebraska
$3.49M +$79.3K +1,641 +2%
TRCT
738
Tower Research Capital (TRC)
New York
$3.49M -$2.5M -51,678 -42%
AAM
739
Advisors Asset Management
Colorado
$3.48M -$596K -12,345 -15%
CNBT
740
Canandaigua National Bank & Trust
New York
$3.48M +$60.7K +1,256 +2%
APP
741
Avantax Planning Partners
Iowa
$3.44M +$1.18M +24,442 +52%
KFP
742
KMG Fiduciary Partners
Ohio
$3.41M +$79.8K +1,651 +2%
VFA
743
Valeo Financial Advisors
Indiana
$3.41M -$135K -2,796 -4%
Lido Advisors
744
Lido Advisors
California
$3.35M +$438K +9,071 +15%
CB
745
Cadence Bank
Mississippi
$3.34M +$31.6K +654 +1%
IRF
746
IBM Retirement Fund
New York
$3.34M -$60.5K -1,253 -2%
CP
747
Cumberland Partners
Ontario, Canada
$3.33M +$41.1K +850 +1%
TYCC
748
Texas Yale Capital Corp
Florida
$3.33M +$1.66M +34,437 +100%
SCM
749
Salem Capital Management
Massachusetts
$3.32M +$660K +13,650 +25%
LA
750
LVW Advisors
New York
$3.32M +$483K +9,995 +17%
28 29
30
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