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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 %
VNA
751
Valley National Advisers
Pennsylvania
$2.93M -$41.2K -871 -1%
PTC
752
Private Trust Company
Ohio
$2.93M -$702K -14,842 -19%
PFP
753
Pinnacle Financial Partners
Tennessee
$2.92M -$807K -17,057 -22%
PGFC
754
Peapack-Gladstone Financial Corp
New Jersey
$2.9M -$59.8K -1,263 -2%
SG
755
Somerset Group
Minnesota
$2.9M – – –
SFG
756
Sather Financial Group
Texas
$2.89M -$584K -12,342 -17%
ONB
757
Old National Bancorp
Indiana
$2.88M +$19.4K +411 +0.7%
CC
758
ClearArc Capital
Ohio
$2.88M -$362K -7,653 -11%
HW
759
Hancock Whitney
Mississippi
$2.88M -$226K -4,780 -7%
FM
760
Foster & Motley
Ohio
$2.87M -$298K -6,305 -9%
LIM
761
Leavell Investment Management
Alabama
$2.85M -$25.4K -536 -0.9%
SCA
762
Stonebridge Capital Advisors
Minnesota
$2.85M +$15.9K +335 +0.6%
WPC
763
Waters Parkerson & Co
Louisiana
$2.82M -$4.73K -100 -0.2%
SS
764
Simplicity Solutions
Minnesota
$2.82M +$1.24M +26,136 +78%
APP
765
Avantax Planning Partners
Iowa
$2.82M -$565K -11,889 -17%
CIM
766
CenturyLink Investment Management
Colorado
$2.81M – – –
ACM
767
Argyle Capital Management
Pennsylvania
$2.8M +$37.9K +800 +1%
BCM
768
Boltwood Capital Management
California
$2.79M -$2.37K -50 -0.1%
VAS
769
Vestmark Advisory Solutions
Massachusetts
$2.79M +$133K +2,817 +5%
WIA
770
Wealthstreet Investment Advisors
Texas
$2.78M -$9.7K -205 -0.3%
FFN
771
Focus Financial Network
Minnesota
$2.78M -$10.2K -215 -0.4%
GRP
772
Global Retirement Partners
California
$2.78M +$9.79K +207 +0.4%
Jones Financial Companies
773
Jones Financial Companies
Missouri
$2.76M -$192K -4,061 -7%
SB
774
Simmons Bank
Arkansas
$2.72M -$142K -2,995 -5%
EFS
775
Essex Financial Services
Connecticut
$2.72M -$115K -2,422 -4%
29 30
31
32 33