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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 %
NA
826
NewEdge Advisors
Louisiana
$2.29M +$281K +5,947 +14%
BC
827
Brio Consultants
California
$2.28M +$1.54M +32,521 +207%
OWD
828
Osborn Williams & Donohoe
Ohio
$2.28M -$613K -12,954 -21%
HT
829
Heritage Trust
Oklahoma
$2.28M -$40.4K -854 -2%
WC
830
Whitney & Co
New York
$2.26M -$38.1K -806 -2%
AF
831
Advisornet Financial
Minnesota
$2.26M +$467K +9,874 +26%
NIC
832
Northwest Investment Counselors
Oregon
$2.25M -$46.9K -992 -2%
BDF
833
Balasa Dinverno & Foltz
$2.25M -$88.2K -1,864 -4%
CICI
834
Capital Investment Counsel Inc
North Carolina
$2.24M +$165K +3,481 +8%
AC
835
Abbrea Capital
California
$2.2M -$27.5K -582 -1%
AI
836
Atria Investments
North Carolina
$2.2M -$121K -2,695 -5%
TSWM
837
Triangle Securities Wealth Management
North Carolina
$2.2M +$5.18K +109 +0.2%
MYIA
838
Mount Yale Investment Advisors
Colorado
$2.2M +$14.6K +319 +0.7%
HCM
839
Hengehold Capital Management
Ohio
$2.19M +$44.1K +932 +2%
AW
840
ACG Wealth
Georgia
$2.18M -$753K -15,913 -26%
PI
841
PFS Investments
Georgia
$2.17M +$1.2M +25,068 +123%
SC
842
Savant Capital
Illinois
$2.17M -$70.9K -1,498 -3%
RAM
843
Roanoke Asset Management
New Jersey
$2.16M -$1.18K -25 -0.1%
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.16M -$1.99K -42 -0.1%
WPA
845
Winning Points Advisors
Florida
$2.15M +$588K +12,420 +38%
Assenagon Asset Management
846
Assenagon Asset Management
Luxembourg
$2.15M +$538K +11,362 +33%
MRCM
847
M&R Capital Management
New Jersey
$2.15M -$14K -296 -0.6%
OTPPB
848
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.14M -$5.04M -106,388 -70%
CCM
849
Compton Capital Management
Rhode Island
$2.14M – – –
MM
850
Midas Management
New York
$2.13M – – –
32 33
34
35 36