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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 %
ECM
726
ETrade Capital Management
Virginia
$3.27M +$588K +12,431 +22%
IRF
727
IBM Retirement Fund
New York
$3.27M -$3.79K -80 -0.1%
RWP
728
RWA Wealth Partners
Massachusetts
$3.26M -$386K -8,154 -11%
CNBT
729
Canandaigua National Bank & Trust
New York
$3.22M -$193K -4,089 -6%
BOH
730
Bank of Hawaii
Hawaii
$3.21M -$12.4K -261 -0.4%
Balyasny Asset Management
731
Balyasny Asset Management
Illinois
$3.21M -$15M -316,001 -82%
MG
732
Markel Group
Virginia
$3.2M +$596K +12,600 +23%
MPIA
733
Mountain Pacific Investment Advisers
Idaho
$3.19M +$23.7K +500 +0.7%
NB
734
NBT Bank
New York
$3.18M -$1.9M -40,116 -37%
HT
735
HAP Trading
New York
$3.18M -$1.5M -31,665 -32%
SAMC
736
Spectrum Asset Management (California)
California
$3.18M – – –
EVM
737
Evelyn V. Moreno
$3.12M -$555K -11,720 -15%
MYLI
738
Meiji Yasuda Life Insurance
Japan
$3.11M -$503K -10,639 -14%
SWP
739
Stratos Wealth Partners
Ohio
$3.11M +$17.1K +361 +0.6%
MIAN
740
Mariner Independent Advisor Network
Kansas
$3.1M +$731K +15,393 +31%
RVM
741
Robinson Value Management
Texas
$3.1M +$3.1M +65,463 New
SFA
742
Semmax Financial Advisors
North Carolina
$3.07M +$1.84M +38,951 +150%
SCM
743
Salem Capital Management
Massachusetts
$3.07M -$185K -3,900 -6%
SJL
744
Shayne & Jacobs LLC
Tennessee
$3.03M – – –
WS
745
Wedbush Securities
California
$3.01M +$134K +2,831 +5%
AC
746
Alexandria Capital
Virginia
$3M -$49K -1,035 -2%
SIC
747
Salem Investment Counselors
North Carolina
$3M -$929K -19,619 -24%
PAM
748
Paradigm Asset Management
New York
$2.97M -$18.9K -400 -0.6%
SMH
749
Sanders Morris Harris
Texas
$2.97M +$2.97M +83,079 New
CHC
750
City Holding Co
West Virginia
$2.95M -$63.7K -1,346 -2%
28 29
30
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