WFC icon

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 %
SCA
1076
Sippican Capital Advisors
Massachusetts
$1.12M -$47.3K -999 -4%
AFG
1077
Albion Financial Group
Utah
$1.12M +$9.46K +200 +0.9%
PCM
1078
Penserra Capital Management
California
$1.12M +$1.1M +23,206 +4,660%
TIM
1079
Thornburg Investment Management
New Mexico
$1.12M +$289K +6,111 +35%
ET
1080
Equitable Trust
Tennessee
$1.11M -$100K -2,118 -8%
WAM
1081
Weatherly Asset Management
California
$1.11M -$50.7K -1,072 -4%
AIM
1082
Anchor Investment Management
South Carolina
$1.11M -$295K -6,231 -21%
MBT
1083
Montecito Bank & Trust
California
$1.1M -$80.5K -1,700 -7%
B
1084
Bellecapital
Switzerland
$1.1M -$54.2K -1,146 -5%
MMHP
1085
Murphy Middleton Hinkle & Parker
Georgia
$1.1M -$5.63K -119 -0.5%
CT
1086
Cambridge Trust
Massachusetts
$1.1M +$35K +739 +3%
FSA
1087
Franklin Street Advisors
North Carolina
$1.09M -$17.5K -369 -2%
MAFM
1088
Mid Atlantic Financial Management
Pennsylvania
$1.09M -$81.6K -1,725 -7%
AF
1089
Allworth Financial
California
$1.09M +$575K +12,156 +112%
RAM
1090
Redmond Asset Management
Virginia
$1.09M +$1.09M +22,998 New
WorldQuant Millennium Advisors
1091
WorldQuant Millennium Advisors
New York
$1.09M +$225K +4,757 +26%
OWP
1092
Obermeyer Wealth Partners
Colorado
$1.08M – – –
SS
1093
Sunbelt Securities
Texas
$1.08M +$20.7K +437 +2%
BP
1094
Ballentine Partners
Massachusetts
$1.08M +$151K +3,193 +16%
ECG
1095
Edge Capital Group
Georgia
$1.08M -$471K -9,959 -30%
BCA
1096
Biltmore Capital Advisors
New Jersey
$1.08M +$426 +9 +0%
MA
1097
Mutual Advisors
Nebraska
$1.08M +$148K +3,129 +16%
RCAG
1098
Rehmann Capital Advisory Group
Michigan
$1.07M -$6.44K -136 -0.6%
FTC
1099
Farmers Trust Company
Ohio
$1.07M -$14.7K -311 -1%
MSR
1100
Main Street Research
Connecticut
$1.07M -$47.3K -999 -4%
42 43
44
45 46