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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 %
SFG
1301
Summit Financial Group
West Virginia
$649K -$106K -2,230 -14%
ADBIC
1302
A.D. Beadell Investment Counsel
Wisconsin
$645K -$351K -7,425 -35%
TMAM
1303
Tokio Marine Asset Management
Japan
$644K +$43.5K +919 +7%
PNAA
1304
Pictet North America Advisors
Switzerland
$639K -$108K -2,281 -14%
CA
1305
CapWealth Advisors
Tennessee
$639K – – –
ISL
1306
Ingalls & Snyder LLC
New York
$638K -$4.23M -89,499 -87%
AMCA
1307
Arthur M. Cohen & Associates
Illinois
$635K -$889K -18,786 -58%
ONST
1308
Old North State Trust
North Carolina
$633K -$398K -8,424 -39%
PFBT
1309
Parkside Financial Bank & Trust
Missouri
$632K +$59.8K +1,265 +10%
DP
1310
Denver PWM
Colorado
$630K -$67.2K -1,500 -10%
TFO
1311
Tarbox Family Office
California
$630K +$899 +19 +0.1%
IHL
1312
Investment House LLC
California
$628K +$280K +5,924 +81%
EM
1313
ELCO Management
New York
$626K -$49.7K -1,051 -7%
1IA
1314
1834 Investment Advisors
Wisconsin
$625K -$76.2K -1,611 -11%
BEAM
1315
Baker Ellis Asset Management
Washington
$623K -$26K -550 -4%
CFG
1316
Cooper Financial Group
California
$623K +$27.2K +576 +5%
MBTD
1317
Mechanics Bank - Trust Department
California
$622K -$26.8K -566 -4%
RWM
1318
Ritholtz Wealth Management
New York
$621K -$41.6K -879 -6%
SFG
1319
SNS Financial Group
Minnesota
$618K +$132K +2,785 +27%
TIA
1320
Traphagen Investment Advisors
New Jersey
$617K +$77.1K +1,630 +14%
IWM
1321
IHT Wealth Management
Illinois
$616K -$7.62K -161 -1%
WPA
1322
West Paces Advisors
Georgia
$613K +$108K +2,287 +21%
CCT
1323
Chemung Canal Trust
New York
$611K -$37.4K -790 -6%
CWM
1324
Calamos Wealth Management
Illinois
$610K -$117K -2,469 -16%
LC
1325
Lindbrook Capital
California
$610K +$406K +8,590 +199%
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