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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 %
FMWA
876
Forvis Mazars Wealth Advisors
Missouri
$1.96M -$1.21M -25,676 -38%
MFW
877
Meristem Family Wealth
Minnesota
$1.94M +$294K +6,204 +18%
SCA
878
Sage Capital Advisors
South Dakota
$1.94M -$9.49K -207 -0.5%
AC
879
Addison Capital
Pennsylvania
$1.94M -$24.1K -509 -1%
LOAME
880
Lombard Odier Asset Management (Europe)
United Kingdom
$1.92M -$286K -6,047 -13%
GC
881
Gilbert & Cook
Iowa
$1.91M +$10.6K +225 +0.6%
TNBTD
882
Trustmark National Bank Trust Department
Mississippi
$1.91M +$519K +10,970 +37%
PA
883
Parallel Advisors
California
$1.91M -$674K -14,237 -26%
WA
884
WP Advisors
California
$1.91M +$215K +4,544 +13%
RHDIC
885
R.H. Dinel Investment Counsel
California
$1.9M – – –
B
886
Brightworth
Georgia
$1.9M +$68.9K +1,456 +4%
MA
887
Montag & Associates
Georgia
$1.9M +$212K +4,476 +13%
ANTB
888
AMG National Trust Bank
Colorado
$1.89M -$51.4K -1,087 -3%
SACTSONJ
889
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.89M +$94.7K +2,000 +5%
WSL
890
Western Standard LLC
California
$1.89M +$425K +8,980 +29%
VCM
891
Virtue Capital Management
Tennessee
$1.89M +$1.5M +31,770 +386%
AA
892
Ancora Advisors
Ohio
$1.89M -$110K -2,327 -6%
DCM
893
Donaldson Capital Management
Indiana
$1.87M -$67.4K -1,425 -3%
HBT
894
Hills Bank & Trust
Iowa
$1.86M -$1.76M -37,250 -49%
WP
895
WealthPLAN Partners
Nebraska
$1.85M -$33.6K -732 -2%
CAM
896
Carret Asset Management
New York
$1.85M -$8.76K -185 -0.5%
TFS
897
Thoroughbred Financial Services
Tennessee
$1.84M +$25.8K +546 +1%
LWANC
898
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.84M -$222K -4,675 -11%
PCTC
899
Perkins Coie Trust Company
Washington
$1.84M -$23.7K -501 -1%
FSCM
900
Front Street Capital Management
Montana
$1.83M -$3.22K -68 -0.2%
34 35
36
37 38