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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 %
MA
951
Montag & Associates
Georgia
$1.72M -$333K -6,901 -16%
CCT
952
Country Club Trust
Missouri
$1.71M -$147K -3,040 -8%
FMTC
953
Farmers & Merchants Trust Company
California
$1.71M +$16.1K +333 +1%
AWM
954
AE Wealth Management
Kansas
$1.7M +$548K +11,333 +48%
HWA
955
Heritage Way Advisors
Illinois
$1.7M +$48.8K +1,009 +3%
V
956
VeraBank
Texas
$1.69M – – –
MFW
957
Meristem Family Wealth
Minnesota
$1.68M -$11.4K -236 -0.7%
FHA
958
First Horizon Advisors
Tennessee
$1.68M -$157K -3,251 -9%
LNC
959
Lincoln National Corp
Pennsylvania
$1.67M +$675K +13,971 +68%
OA
960
Oxbow Advisors
Texas
$1.67M -$382K -7,916 -19%
AL
961
Aspiriant LLC
California
$1.66M -$492K -10,191 -23%
CTC
962
Central Trust Company
Missouri
$1.66M -$145K -3,001 -8%
DLA
963
Douglas Lane & Associates
New York
$1.66M -$122K -2,515 -7%
DAS
964
Dynamic Advisor Solutions
Arizona
$1.65M -$101K -2,093 -6%
CS
965
Cannell & Spears
New York
$1.65M – – –
CFG
966
Citizens Financial Group
Rhode Island
$1.65M -$90.2K -1,867 -5%
APA
967
American Portfolios Advisors
New York
$1.65M +$26.8K +555 +2%
Assenagon Asset Management
968
Assenagon Asset Management
Luxembourg
$1.65M +$690K +14,291 +72%
CC
969
Cadinha & Co
Hawaii
$1.64M – – –
SSB
970
Sandy Spring Bank
Maryland
$1.64M -$82.9K -1,715 -5%
LC
971
Lourd Capital
California
$1.63M -$77.5M -1,603,368 -98%
FNB
972
Farmers National Bank
Kentucky
$1.63M +$1.63M +33,714 New
FFBTD
973
First Financial Bank - Trust Division
Ohio
$1.63M -$55K -1,138 -3%
BRWA
974
B. Riley Wealth Advisors
Florida
$1.62M -$180K -3,725 -10%
SS
975
Simplicity Solutions
Minnesota
$1.62M +$313K +6,485 +24%
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