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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 %
GFP
1101
Gryphon Financial Partners
Ohio
$1.06M +$720K +15,224 +209%
VNIM
1102
Vaughan Nelson Investment Management
Texas
$1.06M – – –
IC
1103
InterOcean Capital
Illinois
$1.06M -$13.1K -276 -1%
WEC
1104
Winslow Evans & Crocker
Massachusetts
$1.06M +$360K +7,592 +52%
GI
1105
Gradient Investments
Minnesota
$1.06M +$824K +17,415 +356%
FBT
1106
First Bank & Trust
South Dakota
$1.05M +$24.4K +516 +2%
HW
1107
Hedeker Wealth
Illinois
$1.05M -$495K -10,457 -32%
HAG
1108
HighPoint Advisor Group
Illinois
$1.05M -$207K -4,447 -16%
ECM
1109
Evergreen Capital Management
Washington
$1.05M +$90.7K +1,917 +9%
CQS
1110
Credential Qtrade Securities
$1.05M -$60.8K -1,285 -5%
CHAM
1111
Clear Harbor Asset Management
Connecticut
$1.05M +$692K +14,622 +195%
SCM
1112
Southport Capital Management
Tennessee
$1.05M -$48.4K -1,022 -4%
PVWM
1113
Point View Wealth Management
New Jersey
$1.04M +$273K +5,758 +36%
OIM
1114
Orca Investment Management
Oregon
$1.04M -$6.77K -143 -0.6%
CMO
1115
Covenant Multifamily Offices
Texas
$1.04M +$1.04M +21,944 New
MC
1116
Moors & Cabot
Massachusetts
$1.04M +$32.6K +690 +3%
SWA
1117
Stratos Wealth Advisors
Ohio
$1.03M +$276K +5,826 +36%
CWP
1118
Capital Wealth Planning
Florida
$1.03M +$653K +13,796 +172%
EWA
1119
Exencial Wealth Advisors
Oklahoma
$1.02M – – –
BWAM
1120
Boyd Watterson Asset Management
Ohio
$1.02M -$149K -3,157 -13%
QCMC
1121
Quantum Capital Management (California)
California
$1.02M +$24.9K +527 +3%
BI
1122
Bredin Investment
Delaware
$1.02M – – –
CIM
1123
CIM Investment Management
Pennsylvania
$1.01M +$41.3K +872 +4%
SIM
1124
Sonora Investment Management
Arizona
$1.01M +$521 +11 +0.1%
CM
1125
Crestline Management
Texas
$1.01M +$1.01M +21,332 New
43 44
45
46 47