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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 %
BPCA
1176
Bank Pictet & Cie (Asia)
Singapore
$992K +$106K +2,200 +12%
FB
1177
Fulton Bank
Pennsylvania
$991K -$79.2K -1,639 -7%
SVWA
1178
Sound View Wealth Advisors
Georgia
$991K -$39.6K -819 -4%
BHBT
1179
Burke & Herbert Bank & Trust
Virginia
$991K -$27.1K -561 -3%
PWAP
1180
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$986K +$30.1K +624 +3%
PI
1181
PFS Investments
Georgia
$986K +$986K +20,402 New
TBA
1182
Tower Bridge Advisors
Pennsylvania
$984K – – –
SNT
1183
Security National Trust
West Virginia
$981K -$69.8K -1,444 -7%
BAM
1184
Belpointe Asset Management
Nevada
$980K +$329K +6,150 +51%
CPA
1185
Court Place Advisors
Maryland
$979K +$3.33K +69 +0.3%
CW
1186
Cobiz Wealth
Colorado
$977K -$271K -5,610 -22%
ECM
1187
Evergreen Capital Management
Washington
$977K -$7.2K -149 -0.7%
EHWM
1188
Eads & Heald Wealth Management
Georgia
$977K +$50.6K +1,047 +5%
PNC
1189
Park National Corp
Ohio
$975K -$450K -9,309 -32%
HSA
1190
HBK Sorce Advisory
Pennsylvania
$971K +$64K +1,324 +7%
HH
1191
Hilltop Holdings
Texas
$970K +$31.2K +646 +3%
FAIM
1192
Financial Advocates Investment Management
Washington
$969K -$89K -1,841 -8%
BTW
1193
Boston Trust Walden
Massachusetts
$968K -$18.1K -375 -2%
BAS
1194
Brown Advisory Securities
Maryland
$963K -$445K -9,250 -32%
WA
1195
Wheatland Advisors
Pennsylvania
$961K -$15.9K -329 -2%
CBN
1196
Cadence Bank NA
Texas
$958K -$14.9K -308 -2%
ICM
1197
IMS Capital Management
Oregon
$958K -$5.75K -119 -0.6%
WA1
1198
Wimmer Associates 1
California
$955K – – –
SMM
1199
Stadion Money Management
Georgia
$954K -$137K -2,825 -13%
IDBONY
1200
Israel Discount Bank of New York
New York
$951K +$85.4K +1,767 +10%
46 47
48
49 50