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 %
LCM
1276
Leisure Capital Management
California
$681K +$28.4K +600 +4%
GHAM
1277
Gilman Hill Asset Management
Connecticut
$680K +$76.7K +1,620 +13%
TA
1278
Tiedemann Advisors
New York
$678K -$147K -3,108 -18%
RC
1279
Roundview Capital
New Jersey
$678K -$46.5K -981 -6%
ACM
1280
Allred Capital Management
Texas
$677K -$110K -2,331 -14%
FAIM
1281
Financial Advocates Investment Management
Washington
$674K -$275K -5,803 -29%
RI
1282
Ridgewood Investments
New Jersey
$672K +$672K +14,197 New
ED
1283
Exane Derivatives
France
$671K +$258K +5,450 +62%
FSA
1284
Fort Sheridan Advisors
Illinois
$671K +$26K +550 +4%
TTWM
1285
TCV Trust & Wealth Management
Virginia
$668K -$45.9K -970 -6%
FBB
1286
Fulton Breakefield Broenniman
Maryland
$668K +$668K +14,119 New
WWM
1287
Windsor Wealth Management
Indiana
$666K +$16.8K +352 +3%
9WM
1288
9258 Wealth Management
Ohio
$663K +$121K +2,561 +22%
DWA
1289
Divergent Wealth Advisors
Utah
$661K -$4.64K -98 -0.7%
JHCP
1290
Jackson Hole Capital Partners
Oklahoma
$661K +$44.1K +932 +7%
IWC
1291
Integrated Wealth Concepts
Massachusetts
$661K +$210K +4,548 +46%
JCM
1292
Jacobsen Capital Management
Utah
$660K +$660K +13,962 New
BSPF
1293
British Steel Pension Fund
United Kingdom
$659K -$720K -15,232 -52%
SVWAG
1294
Sound View Wealth Advisors Group
Georgia
$659K +$659K +13,934 New
AMIM
1295
Aull & Monroe Investment Management
Alabama
$656K -$9.47K -200 -1%
BFO
1296
Biltmore Family Office
North Carolina
$653K -$72.2K -1,526 -10%
AWM
1297
Aries Wealth Management
Maine
$653K – – –
TAIM
1298
TD Ameritrade Investment Management
Nebraska
$653K +$180K +3,807 +38%
NIA
1299
Northstar Investment Advisors
Colorado
$652K -$28.4K -600 -4%
ADL
1300
Asset Dedication LLC
California
$651K +$41.6K +878 +7%
50 51
52
53 54