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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 %
ASN
851
Advisory Services Network
Georgia
$2.12M +$108K +2,284 +5%
MCP
852
Mirador Capital Partners
California
$2.1M +$35.7K +755 +2%
FNBT
853
FineMark National Bank & Trust
Florida
$2.1M -$459K -9,702 -18%
KA
854
Kintegral Advisory
New York
$2.09M – – –
AI
855
Atom Investors
Texas
$2.09M +$2.09M +44,184 New
Wealth Enhancement Advisory Services
856
Wealth Enhancement Advisory Services
Minnesota
$2.08M +$2.08M +43,011 New
ACS
857
Archford Capital Strategies
Illinois
$2.08M -$274K -5,785 -12%
BIA
858
BMT Investment Advisors
Pennsylvania
$2.07M +$115K +2,440 +6%
B
859
Barings
North Carolina
$2.07M -$4.3M -90,912 -67%
SC
860
Sawyer & Company
Massachusetts
$2.06M -$90.8K -1,920 -4%
TCOT
861
Trust Company of Toledo
Ohio
$2.05M -$195K -4,123 -9%
SSW
862
Smith Shellnut Wilson
Mississippi
$2.05M – – –
APA
863
American Portfolios Advisors
New York
$2.05M +$429K +9,073 +27%
P
864
Pitcairn
Pennsylvania
$2.02M +$719K +15,202 +55%
IC
865
Investment Counsel
Michigan
$2.02M +$123K +2,725 +7%
LFAS
866
Level Four Advisory Services
Texas
$2.02M +$169K +3,573 +9%
ARTA
867
A.R.T. Advisors
New York
$2M -$5.15M -108,800 -72%
MOS
868
MGO One Seven
Ohio
$2M -$72.2K -1,525 -3%
CFA
869
Carroll Financial Associates
North Carolina
$1.99M -$286K -6,051 -13%
ESB
870
Essex Savings Bank
Connecticut
$1.98M +$609K +12,877 +44%
DIM
871
Delta Investment Management
California
$1.98M +$1.98M +41,837 New
BCCM
872
Bridge Creek Capital Management
Massachusetts
$1.97M -$407K -8,596 -17%
AAS
873
Avantax Advisory Services
Texas
$1.97M -$190K -4,022 -9%
ICOM
874
Investment Counselors of Maryland
Maryland
$1.97M +$104K +2,200 +6%
BJL
875
Brighton Jones LLC
Washington
$1.96M -$10.3K -218 -0.5%
33 34
35
36 37