WFC icon

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 %
QCIG
1201
Quad-Cities Investment Group
Iowa
$829K +$142 +3 +0%
HA
1202
Harbor Advisors
Florida
$828K – – –
NSIM
1203
North Star Investment Management
Illinois
$823K +$3.08K +65 +0.4%
SMG
1204
Spectrum Management Group
Indiana
$823K +$220K +4,645 +36%
DT
1205
Diversified Trust
Tennessee
$821K -$76.1K -1,609 -8%
GAM
1206
GQ Asset Management
New York
$821K +$821K +17,344 New
PCM
1207
Pointe Capital Management
Michigan
$819K -$11.5K -243 -1%
EWA
1208
ERTS Wealth Advisors
Michigan
$819K -$8.19K -173 -1%
MIC
1209
Meridian Investment Counsel
California
$818K -$29.2K -618 -3%
GA
1210
Greytown Advisors
Florida
$818K +$13.1K +277 +2%
WP
1211
WMS Partners
Maryland
$817K +$20.9K +441 +3%
PWP
1212
Personal Wealth Partners
Minnesota
$806K – – –
TRCT
1213
Tower Research Capital (TRC)
New York
$801K -$2.61M -55,195 -77%
MC
1214
Middleton & Co
Massachusetts
$800K -$39.3K -830 -5%
SCP
1215
Syntal Capital Partners
Texas
$798K +$798K +16,882 New
FPFS
1216
First Personal Financial Services
North Carolina
$797K +$14.3K +303 +2%
SCA
1217
Snowden Capital Advisors
New York
$797K +$31.8K +671 +4%
EAM
1218
Evanson Asset Management
California
$795K -$3.17K -67 -0.4%
FNBSF
1219
First National Bank Sioux Falls
South Dakota
$794K – – –
NWP
1220
Northstar Wealth Partners
Connecticut
$794K +$83.7K +1,768 +12%
GSC
1221
G&S Capital
Colorado
$793K +$58.9K +1,244 +8%
NNP
1222
Nachman Norwood & Parrott
South Carolina
$792K -$353K -7,460 -31%
GWS
1223
Glassman Wealth Services
Virginia
$792K -$18K -380 -2%
KMWM
1224
Keudell/Morrison Wealth Management
Oregon
$791K +$36K +787 +5%
HWA
1225
HCR Wealth Advisors
California
$786K -$389K -8,218 -33%
47 48
49
50 51