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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 %
SC
1301
Sovarnum Capital
New York
$725K +$725K +15,000 New
CC
1302
Chicago Capital
Illinois
$724K – – –
JFA
1303
JNBA Financial Advisors
Minnesota
$721K -$70.6K -1,462 -9%
LG
1304
LaFleur & Godfrey
Michigan
$721K +$174K +3,600 +32%
PAS
1305
Park Avenue Securities
New York
$719K +$719K +14,724 New
1IA
1306
1834 Investment Advisors
Wisconsin
$717K -$127K -2,622 -15%
WEC
1307
Winslow Evans & Crocker
Massachusetts
$714K +$38.4K +792 +6%
FVWA
1308
Foster Victor Wealth Advisors
South Carolina
$713K +$68.5K +1,419 +11%
GBT
1309
Grove Bank & Trust
Florida
$710K +$10.3K +214 +1%
RA
1310
Rational Advisors
New York
$708K -$6.01M -124,358 -89%
AIA
1311
AIMZ Investment Advisors
California
$700K – – –
BEC
1312
Blue Edge Capital
Virginia
$700K -$313K -6,470 -31%
FCI
1313
Financial Counselors Inc
Kansas
$699K -$66.2K -1,371 -9%
SM
1314
Salzhauer Michael
$699K – – –
WPP
1315
Whalerock Point Partners
Rhode Island
$698K +$141K +2,920 +25%
NIM
1316
Northeast Investment Management
Massachusetts
$697K -$294K -6,095 -30%
ARMT
1317
Amica Retiree Medical Trust
Rhode Island
$697K -$244K -5,047 -26%
I
1318
IberiaBank
Louisiana
$697K -$223K -4,616 -24%
NIA
1319
Northstar Investment Advisors
Colorado
$695K +$188K +3,883 +37%
TH
1320
TCTC Holdings
Texas
$691K – – –
EM
1321
ELCO Management
New York
$690K -$34.3K -710 -5%
AFP
1322
Ausdal Financial Partners
Iowa
$683K +$9.03K +187 +1%
AMIM
1323
Aull & Monroe Investment Management
Alabama
$679K -$84.7K -1,755 -11%
DWA
1324
Divergent Wealth Advisors
Utah
$679K – – –
RWM
1325
Ritholtz Wealth Management
New York
$676K +$40.9K +847 +6%
51 52
53
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