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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 %
SDWIA
951
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.55M +$113K +2,397 +8%
ODCM
952
Old Dominion Capital Management
Virginia
$1.54M -$9.46K -200 -0.6%
AL
953
Aspiriant LLC
California
$1.53M -$97.1K -2,053 -6%
NWM
954
Nicola Wealth Management
British Columbia, Canada
$1.53M – – –
GIA
955
GHP Investment Advisors
Colorado
$1.53M +$110K +2,326 +8%
Loomis, Sayles & Company
956
Loomis, Sayles & Company
Massachusetts
$1.52M +$1.52M +32,201 New
FAM
957
Fred Alger Management
New York
$1.52M -$37.7K -796 -2%
PFSC
958
Peoples Financial Services Corp
Pennsylvania
$1.52M +$130K +2,750 +9%
GC
959
Grimes & Company
Massachusetts
$1.52M -$21.7K -459 -1%
SYBT
960
Stock Yards Bank & Trust
Kentucky
$1.5M -$386K -8,162 -20%
SCM
961
SOL Capital Management
Maryland
$1.5M +$65.7K +1,389 +5%
TI
962
Trexquant Investment
Connecticut
$1.5M +$1.5M +31,700 New
BWP
963
Baldwin Wealth Partners
Massachusetts
$1.5M -$2.7K -57 -0.2%
FFBTD
964
First Financial Bank - Trust Division
Ohio
$1.5M -$93.5K -1,976 -6%
BAC
965
Boys Arnold & Co
North Carolina
$1.49M -$440K -9,293 -23%
SBIA
966
Sheaff Brock Investment Advisors
Indiana
$1.49M -$331 -7 -0%
DPIM
967
Duff & Phelps Investment Management
Illinois
$1.49M – – –
JIC
968
Johnson Investment Counsel
Ohio
$1.48M +$49.1K +1,038 +3%
RPC
969
Rossmore Private Capital
Connecticut
$1.48M +$173K +3,666 +13%
TYCC
970
Texas Yale Capital Corp
Florida
$1.48M -$1.79M -37,712 -55%
PFS
971
Prospera Financial Services
Texas
$1.45M +$67.2K +1,413 +5%
B
972
Bailard
California
$1.45M +$63.9K +1,350 +5%
BB
973
Busey Bank
Illinois
$1.44M -$16.3K -345 -1%
WIM
974
Waverton Investment Management
United Kingdom
$1.43M +$104K +2,199 +8%
IPW
975
Inlet Private Wealth
Florida
$1.43M +$43K +907 +3%
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