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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 %
FC
1051
Ferris Capital
Massachusetts
$1.21M +$58.9K +1,244 +5%
GP
1052
Girard Partners
Pennsylvania
$1.21M -$744K -15,723 -38%
FP
1053
Factorial Partners
New York
$1.21M +$1.21M +25,500 New
MMPW
1054
Mitchell McLeod Pugh & Williams
Alabama
$1.21M -$26K -550 -2%
IB
1055
Intrust Bank
Kansas
$1.21M +$6.68K +141 +0.6%
MAM
1056
Meeder Asset Management
Ohio
$1.21M +$570K +12,034 +90%
SFM
1057
Signet Financial Management
New Jersey
$1.2M – – –
CFG
1058
Citizens Financial Group
Rhode Island
$1.2M -$418K -8,832 -26%
NCM
1059
Northside Capital Management
Oregon
$1.2M – – –
BPWA
1060
Beacon Pointe Wealth Advisors
California
$1.2M -$39.7K -839 -3%
RWA
1061
RGT Wealth Advisors
Texas
$1.19M +$1.19M +25,212 New
TIM
1062
Triad Investment Management
California
$1.19M -$4.83K -102 -0.4%
CEP
1063
Chicago Equity Partners
Illinois
$1.18M -$946 -20 -0.1%
EH
1064
Employers Holdings
Nevada
$1.18M +$1.18M +24,900 New
SRC
1065
Sage Rhino Capital
California
$1.17M -$117K -2,463 -9%
VIA
1066
Vident Investment Advisory
Georgia
$1.14M +$111K +2,334 +11%
NFC
1067
Northeast Financial Consultants
Connecticut
$1.14M -$47.3K -1,000 -4%
WSTAM
1068
Wilbanks Smith & Thomas Asset Management
Virginia
$1.14M -$110K -2,330 -9%
CT
1069
Coastline Trust
Rhode Island
$1.14M -$6.63K -140 -0.6%
GCM
1070
Gladius Capital Management
Illinois
$1.13M -$5.3M -111,023 -82%
NSAM
1071
North Star Asset Management
Wisconsin
$1.13M -$299K -6,316 -21%
GJIC
1072
Gamble Jones Investment Counsel
California
$1.13M -$4.26K -90 -0.4%
GLLW
1073
Graves Light Lenhart Wealth
Virginia
$1.12M -$32.8K -693 -3%
DBT
1074
Dubuque Bank & Trust
Iowa
$1.12M +$5.21K +110 +0.5%
BO
1075
BRR OpCo
Ohio
$1.12M -$649K -13,712 -37%
41 42
43
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