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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 %
TI
1126
Truehand Inc
New Hampshire
$1.01M – – –
SIG
1127
Schaller Investment Group
North Carolina
$1.01M – – –
WMG
1128
WESCAP Management Group
California
$999K – – –
PWW
1129
Pettyjohn Wood & White
Virginia
$997K -$95.9K -2,028 -9%
WB
1130
Webster Bank
Connecticut
$995K – – –
ALAM
1131
Asahi Life Asset Management
Japan
$989K -$184K -3,880 -16%
BMA
1132
Brooks Moore & Associates
Tennessee
$984K – – –
SSG
1133
Summit Securities Group
New York
$980K +$739K +15,600 +306%
VFPI
1134
Vantage Financial Partners (Illinois)
Illinois
$980K – – –
TG
1135
TCW Group
California
$979K -$165K -3,480 -14%
MCM
1136
Mengis Capital Management
Oregon
$979K +$331K +7,001 +51%
PWAP
1137
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$977K +$11.4K +242 +1%
LBC
1138
Lawrence B. Cohen
$973K -$32.7K -690 -3%
TBA
1139
Tower Bridge Advisors
Pennsylvania
$967K +$3.55K +75 +0.4%
CGL
1140
Clarius Group LLC
Washington
$963K -$72.4K -1,531 -7%
BHBT
1141
Burke & Herbert Bank & Trust
Virginia
$961K -$8.99K -190 -0.9%
JA
1142
JOYN Advisors
Georgia
$959K +$647K +14,037 +208%
HH
1143
Hilltop Holdings
Texas
$956K +$6.34K +134 +0.7%
EHWM
1144
Eads & Heald Wealth Management
Georgia
$953K -$4.02K -85 -0.4%
NIM
1145
Nexus Investment Management
Ontario, Canada
$951K -$147K -3,100 -13%
SC
1146
SouthState Corp
Florida
$951K -$139K -2,943 -13%
BTW
1147
Boston Trust Walden
Massachusetts
$950K +$1.94K +41 +0.2%
BEC
1148
Blue Edge Capital
Virginia
$949K +$264K +5,571 +38%
EM
1149
Excalibur Management
Massachusetts
$946K +$110K +2,327 +13%
GPC
1150
Glacier Peak Capital
Washington
$946K +$946K +20,000 New
44 45
46
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