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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 %
FIM
976
Freedom Investment Management
Connecticut
$1.43M +$383K +8,090 +37%
PCAP
977
Pratt Collard Advisory Partners
New York
$1.42M +$48.3K +1,020 +4%
ETI
978
Enterprise Trust & Investment
California
$1.42M +$1.42M +30,100 New
FMBTD
979
First Midwest Bank Trust Division
Illinois
$1.42M -$66.4K -1,402 -4%
PAM
980
Premier Asset Management
Illinois
$1.42M +$595K +12,585 +72%
BOC
981
Barbara Oil Co
Illinois
$1.42M – – –
CB
982
Community Bank
New York
$1.42M -$35.7K -755 -2%
NIT
983
NumerixS Investment Technologies
British Columbia, Canada
$1.42M -$2.81M -59,487 -67%
WCM
984
Wunderlich Capital Managemnt
Tennessee
$1.41M +$55.4K +1,170 +4%
FMT
985
First Mercantile Trust
Tennessee
$1.4M +$19.4K +411 +1%
YWP
986
YorkBridge Wealth Partners
New York
$1.4M -$2.98K -63 -0.2%
CPA
987
Clear Perspective Advisors
Illinois
$1.4M -$61.5K -1,299 -4%
CA
988
Cambridge Advisors
Nebraska
$1.39M -$120K -2,544 -8%
JCM
989
Jacobi Capital Management
Pennsylvania
$1.39M +$592K +12,488 +74%
SWM
990
SeaCrest Wealth Management
New York
$1.38M -$46K -971 -3%
AAM
991
Auxier Asset Management
Oregon
$1.38M -$2.18K -46 -0.2%
NHC
992
Nicholas Hoffman & Company
Georgia
$1.38M +$148K +3,119 +12%
NB
993
Nicolet Bankshares
Wisconsin
$1.37M -$553K -11,678 -29%
TWM
994
Titus Wealth Management
California
$1.37M -$13.2K -280 -1%
NCM
995
Neumann Capital Management
California
$1.37M -$393K -8,300 -22%
LIC
996
Lodestar Investment Counsel
Illinois
$1.37M -$47.5K -1,003 -3%
FLI
997
Family Legacy Inc
South Carolina
$1.36M -$43.5K -920 -3%
AWM
998
Altium Wealth Management
New York
$1.36M +$12.2K +257 +0.9%
DLG
999
Daniel L. Goodwin
$1.36M – – –
DM
1000
Delphi Management
Massachusetts
$1.36M -$994 -21 -0.1%
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