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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 %
GEM
801
Global Endowment Management
North Carolina
$2.5M -$2.77M -58,520 -53%
CSS
802
Cubist Systematic Strategies
Connecticut
$2.5M +$434K +9,162 +21%
LWAC
803
Laurel Wealth Advisors (California)
California
$2.49M +$633K +13,378 +34%
JIC
804
Joel Isaacson & Co
New York
$2.49M -$659K -13,929 -21%
CF
805
CNA Financial
Illinois
$2.48M +$488K +10,316 +24%
BBA
806
BLB&B Advisors
Pennsylvania
$2.48M -$173K -3,661 -7%
Lido Advisors
807
Lido Advisors
California
$2.47M -$814K -17,197 -25%
BA
808
Boston Advisors
Massachusetts
$2.45M -$2.95M -62,436 -55%
KLCM
809
KG&L Capital Management
Louisiana
$2.45M +$528K +11,162 +28%
QI
810
Quilter Investors
United Kingdom
$2.43M -$2.7M -57,000 -53%
QF
811
QVT Financial
New York
$2.42M – – –
PVH
812
Psagot Value Holdings
Israel
$2.42M -$63.9K -1,350 -3%
SCI
813
Stableford Capital II
Arizona
$2.42M -$178K -3,753 -7%
VSWA
814
Vontobel Swiss Wealth Advisors
Switzerland
$2.41M +$2.41M +50,975 New
NAM
815
NorthCoast Asset Management
Connecticut
$2.4M +$1.03M +21,814 +76%
BBWA
816
Bell & Brown Wealth Advisors
California
$2.4M +$8.33K +176 +0.3%
RG
817
Rathbones Group
United Kingdom
$2.39M -$95.6K -2,020 -4%
SGCA
818
Steel Grove Capital Advisors
Tennessee
$2.38M – – –
SPC
819
Sigma Planning Corp
Michigan
$2.37M +$550K +11,621 +30%
IR
820
IAT Reinsurance
New York
$2.37M – – –
HB
821
Homrich & Berg
Georgia
$2.33M +$134K +2,832 +6%
Kovitz Investment Group Partners
822
Kovitz Investment Group Partners
Illinois
$2.33M -$237K -5,018 -9%
VFM
823
Viking Fund Management
North Dakota
$2.32M +$994K +21,000 +75%
WKWM
824
Walter & Keenan Wealth Management
Indiana
$2.32M -$173K -3,662 -7%
EWA
825
EP Wealth Advisors
California
$2.3M +$2.3M +48,638 New
31 32
33
34 35