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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 %
PK
926
Pflug Koory
Nebraska
$1.7M -$9.46K -200 -0.6%
FMTC
927
Farmers & Merchants Trust Company
California
$1.67M -$710 -15 -0%
GKFF
928
George Kaiser Family Foundation
Oklahoma
$1.66M +$456K +9,629 +38%
BMO
929
Beck Mack & Oliver
New York
$1.66M -$74.3K -1,571 -4%
CA
930
Cetera Advisors
Colorado
$1.66M +$1.66M +35,149 New
DWA
931
Douglass Winthrop Advisors
New York
$1.65M +$82.8K +1,750 +5%
DAS
932
Dynamic Advisor Solutions
Arizona
$1.64M +$19.1K +403 +1%
RM
933
Resource Management
Louisiana
$1.64M -$98.8K -2,087 -6%
LNC
934
Lincoln National Corp
Pennsylvania
$1.63M -$6.39K -135 -0.4%
ST
935
Smithfield Trust
Pennsylvania
$1.62M +$45.7K +966 +3%
LCP
936
Legacy Capital Partners
Wisconsin
$1.62M -$1.3M -27,395 -44%
MIM
937
Marco Investment Management
Georgia
$1.61M -$396K -8,369 -20%
FHA
938
First Horizon Advisors
Tennessee
$1.61M -$28.9K -611 -2%
CCM
939
Chilton Capital Management
Texas
$1.61M -$475K -10,045 -23%
AP
940
Appleton Partners
Massachusetts
$1.61M -$89.6K -1,894 -5%
CC
941
Cadinha & Co
Hawaii
$1.6M – – –
CS
942
Cannell & Spears
New York
$1.6M -$19.3K -407 -1%
CRC
943
Curi RMB Capital
Illinois
$1.59M -$159K -3,360 -9%
CA
944
Cullinan Associates
Kentucky
$1.58M -$161K -3,400 -9%
TSS
945
Two Sigma Securities
New York
$1.58M +$233K +4,914 +17%
KWM
946
Kingsview Wealth Management
Oregon
$1.57M +$64.1K +1,355 +4%
PI
947
PHH Investments
Texas
$1.57M +$560K +11,834 +56%
CFMC
948
Curbstone Financial Management Corp
New Hampshire
$1.56M +$47.3K +1,000 +3%
BFM
949
Boston Financial Management
Massachusetts
$1.55M -$314K -6,634 -17%
MCG
950
MACRO Consulting Group
New Jersey
$1.55M +$229K +4,848 +17%
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38
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