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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 %
CB
1176
CNB Bank
Pennsylvania
$883K -$140K -2,968 -14%
WWM
1177
Western Wealth Management
Colorado
$881K -$15.1K -318 -2%
ZB
1178
Zions Bancorporation
Utah
$880K -$47K -994 -5%
HSA
1179
HBK Sorce Advisory
Pennsylvania
$878K -$73.6K -1,555 -8%
HI
1180
Hudock Inc
Pennsylvania
$877K -$53K -1,122 -6%
ZIC
1181
ZWJ Investment Counsel
Georgia
$874K -$99.7K -2,107 -10%
SNT
1182
Security National Trust
West Virginia
$874K -$86.3K -1,825 -9%
FWM
1183
Foresight Wealth Management
Utah
$874K +$639K +13,511 +273%
PWM
1184
Perigon Wealth Management
California
$873K – – –
AIIMS
1185
Analyst IMS Investment Management Services
Israel
$868K +$49.7K +1,050 +6%
QCG
1186
Quadrant Capital Group
Ohio
$867K -$407K -8,769 -32%
PL
1187
Plancorp LLC
Missouri
$867K +$409K +8,554 +89%
PCG
1188
Private Capital Group
Connecticut
$862K -$126K -2,268 -13%
BC
1189
Burney Company
Virginia
$860K +$22.3K +471 +3%
RIA
1190
Realta Investment Advisors
Delaware
$858K +$28.4K +600 +3%
ROTUOC
1191
Regents of the University of California
California
$857K -$857K -18,106 -50%
KWA
1192
KCS Wealth Advisory
California
$853K +$104K +2,198 +14%
QCM
1193
Quest Capital Management
Texas
$852K -$41.9K -884 -5%
AIM
1194
Acropolis Investment Management
Missouri
$850K -$5.35K -113 -0.6%
SSB
1195
Sandy Spring Bank
Maryland
$849K -$754K -15,929 -47%
RIL
1196
Rothschild Investment LLC
Illinois
$847K -$222K -4,699 -21%
IBOK
1197
Independence Bank of Kentucky
Kentucky
$845K -$260K -5,501 -24%
CBN
1198
Cadence Bank NA
Texas
$836K -$102K -2,155 -11%
AF
1199
AMG Funds
Connecticut
$836K -$68.5K -1,447 -8%
PFO
1200
Pathstone Family Office
New Jersey
$833K +$210K +4,456 +34%
46 47
48
49 50