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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 %
IAA
851
Independent Advisor Alliance
North Carolina
$2.34M +$111K +2,297 +5%
BDS
852
Banco de Sabadell
Florida
$2.34M +$43K +888 +2%
LP
853
LMR Partners
United Kingdom
$2.33M +$2.33M +48,117 New
CFA
854
Carroll Financial Associates
North Carolina
$2.32M -$164K -3,399 -7%
MYIA
855
Mount Yale Investment Advisors
Colorado
$2.3M -$178K -3,683 -7%
TCOT
856
Trust Company of Toledo
Ohio
$2.3M -$186K -3,846 -7%
SC
857
Savant Capital
Illinois
$2.29M +$2.18K +45 +0.1%
TCM
858
Teza Capital Management
Illinois
$2.29M +$1.43M +29,624 +167%
BS
859
Boenning & Scattergood
Pennsylvania
$2.29M +$1.56M +32,211 +214%
AC
860
Abbrea Capital
California
$2.28M +$103K +2,132 +5%
CMTU
861
Capital Markets Trading (UK)
United Kingdom
$2.26M +$1.42M +29,369 +169%
LOAME
862
Lombard Odier Asset Management (Europe)
United Kingdom
$2.26M – – –
HB
863
Homrich & Berg
Georgia
$2.24M +$116K +2,404 +5%
TSWM
864
Triangle Securities Wealth Management
North Carolina
$2.23M -$28.5K -589 -1%
TRIM
865
Thompson Rubinstein Investment Management
Oregon
$2.23M +$4.83K +100 +0.2%
RAM
866
Roanoke Asset Management
New Jersey
$2.21M +$193 +4 +0%
LWCFA
867
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.21M -$432K -8,946 -16%
AAS
868
Avantax Advisory Services
Texas
$2.21M +$67.4K +1,394 +3%
HCM
869
Hengehold Capital Management
Ohio
$2.2M +$81.5K +1,686 +4%
SC
870
Sawyer & Company
Massachusetts
$2.19M -$6.04K -125 -0.3%
MRCM
871
M&R Capital Management
New Jersey
$2.19M -$14.1K -296 -0.6%
AIM
872
ARGA Investment Management
Connecticut
$2.19M – – –
GT
873
Greenleaf Trust
Michigan
$2.18M -$496K -10,264 -19%
CCM
874
Compton Capital Management
Rhode Island
$2.18M -$24.2K -500 -1%
MM
875
Midas Management
New York
$2.17M +$386K +8,000 +22%
33 34
35
36 37