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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 %
BG
901
Bollard Group
Massachusetts
$1.83M +$10.4K +219 +0.6%
DSC
902
Duncker Streett & Co
Missouri
$1.82M -$94.8K -2,003 -5%
BHWM
903
Bar Harbor Wealth Management
New Hampshire
$1.81M -$54K -1,142 -3%
WTB
904
Washington Trust Bank
Washington
$1.81M -$18.5K -392 -1%
CGT
905
Capital Guardian Trust
California
$1.8M -$881K -18,689 -33%
MCM
906
Monarch Capital Management
Indiana
$1.8M -$75.7K -1,600 -4%
TPWA
907
TRUE Private Wealth Advisors
Oregon
$1.79M -$90.8K -1,920 -5%
MIM
908
Miller Investment Management
Pennsylvania
$1.79M – – –
NCM
909
Northwest Capital Management
Oregon
$1.78M -$24.4K -516 -1%
MTIM
910
Marathon Trading Investment Management
Pennsylvania
$1.78M +$1.3M +27,500 +270%
CAM
911
Cresset Asset Management
Illinois
$1.78M +$595K +12,568 +50%
ACM
912
Adalta Capital Management
New York
$1.77M +$301K +6,350 +20%
OA
913
Oxbow Advisors
Texas
$1.77M +$132K +2,787 +8%
GC
914
Guardian Capital
Ontario, Canada
$1.76M – – –
SCM
915
Sterneck Capital Management
Missouri
$1.76M -$2.79K -59 -0.2%
CCT
916
Country Club Trust
Missouri
$1.76M +$84.8K +1,792 +5%
EWM
917
Edge Wealth Management
New York
$1.74M +$524K +11,083 +43%
SAM
918
Sequent Asset Management
Texas
$1.74M -$115K -2,420 -6%
BRWA
919
B. Riley Wealth Advisors
Florida
$1.73M +$138K +2,920 +9%
HCP
920
Holt Capital Partners
Texas
$1.73M +$7.29K +154 +0.4%
GT
921
Greenleaf Trust
Michigan
$1.73M -$412K -8,699 -19%
PAM
922
PVG Asset Management
Colorado
$1.71M +$645K +13,641 +60%
FNB
923
Farmers National Bank
Kentucky
$1.71M +$113K +2,397 +7%
IC
924
Intersect Capital
California
$1.71M +$6.29K +133 +0.4%
MC
925
Martin & Co
Tennessee
$1.7M -$27.5K -580 -2%
35 36
37
38 39