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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 %
AI
1076
Accredited Investors
Minnesota
$1.26M +$13.7K +284 +1%
BPWA
1077
Beacon Pointe Wealth Advisors
California
$1.26M +$135K +2,794 +12%
MMPW
1078
Mitchell McLeod Pugh & Williams
Alabama
$1.26M +$50.3K +1,041 +4%
SFA
1079
Semmax Financial Advisors
North Carolina
$1.26M +$693K +14,343 +123%
NHC
1080
Nicholas Hoffman & Company
Georgia
$1.25M +$80.3K +1,661 +7%
ANRIA
1081
American National Registered Investment Advisor
Texas
$1.25M -$4.83K -100 -0.4%
ET
1082
Equitable Trust
Tennessee
$1.24M -$6.77K -140 -0.5%
EWM
1083
Edge Wealth Management
New York
$1.24M -$9.57K -199 -0.8%
GKFF
1084
George Kaiser Family Foundation
Oklahoma
$1.23M – – –
NCM
1085
Northside Capital Management
Oregon
$1.23M – – –
IB
1086
Intrust Bank
Kansas
$1.22M -$6.23K -129 -0.5%
TIM
1087
Triad Investment Management
California
$1.22M +$4.93K +102 +0.4%
SBA
1088
Secrest Blakey & Associates
North Carolina
$1.22M -$28.5K -589 -2%
NFC
1089
Northeast Financial Consultants
Connecticut
$1.21M -$49.3K -1,020 -4%
BCM
1090
BlueMar Capital Management
Florida
$1.21M +$1.21M +25,000 New
CNAM
1091
Campbell Newman Asset Management
Wisconsin
$1.21M -$94.9K -1,963 -7%
CEP
1092
Chicago Equity Partners
Illinois
$1.21M +$396K +8,190 +49%
CAM
1093
Cresset Asset Management
Illinois
$1.21M +$460K +9,517 +62%
MBT
1094
Montecito Bank & Trust
California
$1.2M -$140K -2,893 -10%
CK
1095
Cohen Klingenstein
New York
$1.2M – – –
HWA
1096
HCR Wealth Advisors
California
$1.2M -$747K -15,472 -38%
ALAM
1097
Asahi Life Asset Management
Japan
$1.2M -$92.3K -1,910 -7%
MAFM
1098
Mid Atlantic Financial Management
Pennsylvania
$1.2M +$31.5K +652 +3%
SCA
1099
Sippican Capital Advisors
Massachusetts
$1.19M -$64.3K -1,330 -5%
BWAM
1100
Boyd Watterson Asset Management
Ohio
$1.19M -$32.2K -666 -3%
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