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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 %
DCM
901
Donaldson Capital Management
Indiana
$1.98M -$199K -4,120 -9%
KFC
902
Klingenstein Fields & Co
New York
$1.98M +$1.06M +21,875 +115%
AIM
903
Assured Investment Management
New York
$1.98M -$2.87M -59,418 -59%
BAC
904
Boys Arnold & Co
North Carolina
$1.97M +$427K +8,844 +28%
OIA
905
OneDigital Investment Advisors
Kansas
$1.97M +$1.4K +30 +0.1%
NB
906
Nicolet Bankshares
Wisconsin
$1.97M -$34.4K -711 -2%
KLCM
907
KG&L Capital Management
Louisiana
$1.96M +$311K +6,429 +19%
DSC
908
Duncker Streett & Co
Missouri
$1.95M +$28.3K +586 +1%
GC
909
Gilbert & Cook
Iowa
$1.94M +$12.5K +259 +0.6%
RHDIC
910
R.H. Dinel Investment Counsel
California
$1.94M – – –
SYBT
911
Stock Yards Bank & Trust
Kentucky
$1.93M +$45.2K +936 +2%
TPWA
912
TRUE Private Wealth Advisors
Oregon
$1.92M -$178K -3,688 -8%
MCM
913
Monarch Capital Management
Indiana
$1.91M -$53.1K -1,100 -3%
BHWM
914
Bar Harbor Wealth Management
New Hampshire
$1.91M -$493K -10,206 -21%
BFM
915
Boston Financial Management
Massachusetts
$1.91M -$373K -7,727 -16%
ICOM
916
Investment Counselors of Maryland
Maryland
$1.9M -$116K -2,400 -6%
PCTC
917
Perkins Coie Trust Company
Washington
$1.9M +$40.4K +837 +2%
CAM
918
Carret Asset Management
New York
$1.9M -$19.8K -410 -1%
LWAC
919
Laurel Wealth Advisors (California)
California
$1.9M +$773 +16 +0%
SAM
920
Sequent Asset Management
Texas
$1.89M -$178K -3,678 -9%
LFAS
921
Level Four Advisory Services
Texas
$1.89M -$35.6K -736 -2%
WIS
922
Wright Investors Service
Connecticut
$1.88M -$469K -9,709 -20%
WP
923
WealthPLAN Partners
Nebraska
$1.88M -$29.8K -649 -2%
FSCM
924
Front Street Capital Management
Montana
$1.88M -$438K -9,058 -19%
WTB
925
Washington Trust Bank
Washington
$1.87M +$259K +5,354 +16%
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