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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 %
HI
1201
Hudock Inc
Pennsylvania
$950K -$68.5K -1,418 -7%
MA
1202
Mutual Advisors
Nebraska
$947K +$34.4K +712 +4%
BP
1203
Ballentine Partners
Massachusetts
$947K +$35.5K +734 +4%
ZB
1204
Zions Bancorporation
Utah
$947K +$947K +19,602 New
NAS
1205
Nicolet Advisory Services
Wisconsin
$943K +$943K +19,524 New
JFA
1206
Johanson Financial Advisors
California
$933K +$36.6K +756 +4%
LB
1207
Legacy Bridge
Iowa
$928K +$11.1K +230 +1%
GCM
1208
Glynn Capital Management
California
$926K – – –
AF
1209
AMG Funds
Connecticut
$924K +$66.8K +1,383 +8%
SC
1210
Seacliff Capital
Connecticut
$918K +$918K +19,000 New
GPA
1211
Garrison Point Advisors
California
$918K +$7.25K +150 +0.8%
DT
1212
Diversified Trust
Tennessee
$917K -$22.7K -470 -2%
WWM
1213
Western Wealth Management
Colorado
$914K -$368K -7,618 -29%
QCM
1214
Quest Capital Management
Texas
$913K +$285K +5,898 +45%
AIS
1215
AlphaOne Investment Services
Pennsylvania
$913K +$913K +18,900 New
CFGS
1216
Concourse Financial Group Securities
Alabama
$912K +$50.5K +1,047 +6%
MCM
1217
Mainstay Capital Management
Michigan
$908K -$134K -2,780 -13%
LA
1218
LexAurum Advisors
Kansas
$900K +$8.8K +182 +1%
BA
1219
Bridgewater Associates
Connecticut
$890K -$1.72M -35,648 -66%
WorldQuant Millennium Advisors
1220
WorldQuant Millennium Advisors
New York
$878K +$517K +10,703 +143%
PWM
1221
Perigon Wealth Management
California
$876K +$4.75K +100 +0.5%
AIM
1222
Acropolis Investment Management
Missouri
$873K -$46.5K -963 -5%
DBRC
1223
D.B. Root & Company
Pennsylvania
$873K +$59.1K +1,223 +7%
MIC
1224
Meridian Investment Counsel
California
$865K – – –
PCG
1225
Private Capital Group
Connecticut
$861K +$141K +2,915 +20%
47 48
49
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