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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 %
GA
1251
Greytown Advisors
Florida
$822K – – –
MWP
1252
MYCIO Wealth Partners
Pennsylvania
$817K -$135K -2,797 -14%
EAM
1253
Evanson Asset Management
California
$815K +$3.38K +70 +0.4%
WP
1254
WMS Partners
Maryland
$813K -$1.21M -25,029 -60%
VI
1255
Versor Investments
New York
$813K +$813K +16,829 New
FNBSF
1256
First National Bank Sioux Falls
South Dakota
$811K -$75.4K -1,560 -9%
JCM
1257
Jacobi Capital Management
Pennsylvania
$810K -$6.52K -135 -0.8%
ACM
1258
Allred Capital Management
Texas
$804K -$44.5K -922 -5%
S
1259
SimplyRich
California
$800K +$51.3K +1,062 +7%
HCM
1260
Hodges Capital Management
Texas
$799K -$135K -2,796 -14%
FPFS
1261
First Personal Financial Services
North Carolina
$799K +$12.8K +265 +2%
MBT
1262
Monroe Bank & Trust
Michigan
$797K +$58.5K +1,210 +8%
KMWM
1263
Keudell/Morrison Wealth Management
Oregon
$797K +$797K +16,486 New
VC
1264
Vicus Capital
Pennsylvania
$796K +$18.7K +388 +2%
LNB
1265
Ledyard National Bank
$792K -$123K -2,552 -13%
IIM
1266
Ipswich Investment Management
Massachusetts
$790K +$62.8K +1,300 +9%
FRA
1267
Front Row Advisors
California
$789K +$3.82K +79 +0.5%
PVWM
1268
Point View Wealth Management
New Jersey
$783K +$9.61K +199 +1%
SCA
1269
Snowden Capital Advisors
New York
$781K -$96.6K -2,000 -11%
WPW
1270
Winthrop Partners - WNY
New York
$781K -$22.8K -468 -3%
MMG
1271
Monetary Management Group
Missouri
$779K +$1.21K +25 +0.2%
MAA
1272
Mraz Amerine & Associates
California
$776K -$87.7K -1,815 -10%
CPIG
1273
Chicago Partners Investment Group
Illinois
$775K -$260K -5,473 -25%
NJBEST
1274
New Jersey Better Educational Savings Trust
New Jersey
$773K +$48.3K +1,000 +7%
CP
1275
Covenant Partners
Tennessee
$773K +$773K +15,991 New
49 50
51
52 53