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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 %
HFA
1001
HC Financial Advisors
California
$1.5M +$1.5M +31,009 New
SHCM
1002
Stokes & Hubbell Capital Management
Louisiana
$1.49M -$154K -3,190 -9%
WAM
1003
Wealthspire Advisors (Maryland)
Maryland
$1.49M +$73.1K +1,512 +5%
QT
1004
Quantbot Technologies
New York
$1.49M +$1.49M +30,813 New
CB
1005
Community Bank
New York
$1.49M -$30K -620 -2%
BB
1006
Busey Bank
Illinois
$1.48M -$13.9K -288 -0.9%
CC
1007
Courier Capital
New York
$1.47M -$78.7K -1,629 -5%
CPA
1008
Clear Perspective Advisors
Illinois
$1.47M -$87K -1,823 -6%
SCM
1009
Shelton Capital Management
Colorado
$1.47M -$29.3M -1,416,233 -95%
SCM
1010
SOL Capital Management
Maryland
$1.46M -$30.3K -628 -2%
JIC
1011
Johnson Investment Counsel
Ohio
$1.46M +$103K +2,128 +8%
SDWIA
1012
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.46M +$23.3K +483 +2%
ACH
1013
ArrowMark Colorado Holdings
Colorado
$1.46M -$7.92M -163,900 -84%
SWM
1014
SeaCrest Wealth Management
New York
$1.46M -$27.1K -561 -2%
S
1015
SignatureFD
Georgia
$1.46M +$133K +2,754 +10%
NSAM
1016
North Star Asset Management
Wisconsin
$1.46M -$9.86K -204 -0.7%
FLI
1017
Family Legacy Inc
South Carolina
$1.45M -$7.33K -150 -0.5%
BOC
1018
Barbara Oil Co
Illinois
$1.45M – – –
GIA
1019
GHP Investment Advisors
Colorado
$1.45M +$143K +2,957 +11%
LIC
1020
Lodestar Investment Counsel
Illinois
$1.44M -$79.7K -1,650 -5%
YWP
1021
YorkBridge Wealth Partners
New York
$1.44M -$36.5K -756 -2%
AIM
1022
Anchor Investment Management
South Carolina
$1.43M -$118K -2,437 -8%
NPA
1023
Nichols & Pratt Advisers
Massachusetts
$1.43M – – –
PFS
1024
Prospera Financial Services
Texas
$1.42M +$198K +4,059 +16%
PFSC
1025
Peoples Financial Services Corp
Pennsylvania
$1.42M -$28.8K -596 -2%
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