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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 %
WPC
1251
White Pine Capital
Minnesota
$741K -$69.8K -1,476 -9%
AWM
1252
Altavista Wealth Management
North Carolina
$738K -$78.6K -1,662 -10%
BIM
1253
Baldwin Investment Management
Pennsylvania
$732K -$14.2K -300 -2%
EP
1254
Edgestream Partners
New Jersey
$732K +$732K +15,470 New
IAMOG
1255
Investors Asset Management of Georgia
Georgia
$729K -$4.26K -90 -0.6%
VC
1256
Vicus Capital
Pennsylvania
$728K -$51.4K -1,087 -7%
AAP
1257
Arax Advisory Partners
Colorado
$717K +$717K +15,145 New
CC
1258
Chicago Capital
Illinois
$716K +$7.1K +150 +1%
AAM
1259
Augustine Asset Management
Florida
$715K -$3.12K -66 -0.4%
VF
1260
Virtu Financial
New York
$712K -$1.06M -22,443 -60%
Simplex Trading
1261
Simplex Trading
Illinois
$712K -$781K -16,514 -52%
SIC
1262
Shoker Investment Counsel
Ohio
$711K -$12.8K -270 -2%
LSAG
1263
Lake Street Advisors Group
New Hampshire
$707K +$46.7K +987 +7%
JFA
1264
JNBA Financial Advisors
Minnesota
$706K – – –
AIM
1265
Aspen Investment Management
Michigan
$705K -$14.2K -300 -2%
MBT
1266
Monroe Bank & Trust
Michigan
$703K -$77.4K -1,635 -10%
SAM
1267
Sawgrass Asset Management
Florida
$702K -$1.32M -27,849 -65%
BAM
1268
Barrett Asset Management
New York
$700K -$18.9K -400 -3%
AIA
1269
Arbor Investment Advisors
North Carolina
$699K -$139K -2,942 -17%
S
1270
SimplyRich
California
$694K -$89.9K -1,900 -11%
HT
1271
HighTower Trust
Texas
$686K -$375K -7,920 -35%
GBT
1272
Grove Bank & Trust
Florida
$686K -$9.22K -195 -1%
AIA
1273
AIMZ Investment Advisors
California
$686K – – –
Cetera Investment Advisers
1274
Cetera Investment Advisers
Illinois
$684K +$28.3K +595 +4%
SM
1275
Salzhauer Michael
$681K – – –
49 50
51
52 53