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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 %
MWP
1226
MYCIO Wealth Partners
Pennsylvania
$777K -$23.5K -497 -3%
AC
1227
Allstate Corporation
Illinois
$772K -$11.8M -248,930 -94%
FRA
1228
Front Row Advisors
California
$772K -$710 -15 -0.1%
TW
1229
Transform Wealth
Colorado
$770K +$770K +16,276 New
JFA
1230
Johanson Financial Advisors
California
$768K -$145K -3,066 -16%
FCI
1231
Financial Counselors Inc
Kansas
$767K +$82.3K +1,740 +12%
FCCM
1232
First City Capital Management
Georgia
$766K -$178K -3,247 -19%
MMG
1233
Monetary Management Group
Missouri
$763K – – –
MAA
1234
Mraz Amerine & Associates
California
$759K -$473 -10 -0.1%
CCA
1235
Cobblestone Capital Advisors
New York
$759K +$156K +3,290 +26%
NJBEST
1236
New Jersey Better Educational Savings Trust
New Jersey
$757K – – –
CI
1237
Clal Insurance
Israel
$757K +$757K +16,000 New
BIC
1238
Beach Investment Counsel
Pennsylvania
$753K – – –
RCM
1239
Requisite Capital Management
Texas
$753K +$710K +15,000 +1,657%
WIA
1240
World Investment Advisors
California
$753K +$753K +484,159 New
CPIG
1241
Chicago Partners Investment Group
Illinois
$750K -$7.06K -152 -0.9%
IIM
1242
Ipswich Investment Management
Massachusetts
$748K -$26K -550 -3%
LF
1243
Lantz Financial
Illinois
$748K +$8.92K +189 +1%
CWS
1244
Cypress Wealth Services
California
$748K +$169K +3,577 +29%
PCM
1245
Parsons Capital Management
Rhode Island
$743K -$578K -12,221 -44%
FMLI
1246
Fukoku Mutual Life Insurance
Japan
$743K -$89.9K -1,900 -11%
OIA
1247
OneDigital Investment Advisors
Kansas
$742K -$1.26M -26,688 -63%
QI
1248
Qtron Investments
Massachusetts
$742K +$189K +3,983 +34%
BCM
1249
BTR Capital Management
California
$741K -$374K -7,901 -34%
BWM
1250
Buckley Wealth Management
Nevada
$741K -$83.2K -1,758 -10%
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50
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