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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 %
AWA
1326
ARS Wealth Advisors
Florida
$674K +$9.66K +200 +1%
LSAG
1327
Lake Street Advisors Group
New Hampshire
$674K +$13.4K +277 +2%
Cetera Investment Advisers
1328
Cetera Investment Advisers
Illinois
$666K -$40.6K -841 -6%
LCM
1329
Leisure Capital Management
California
$666K +$25.3K +524 +4%
BEAM
1330
Baker Ellis Asset Management
Washington
$662K -$95.6K -1,979 -13%
TC
1331
Telemus Capital
Michigan
$662K -$66K -1,367 -9%
MBTD
1332
Mechanics Bank - Trust Department
California
$662K -$26.5K -549 -4%
MCM
1333
Mengis Capital Management
Oregon
$662K +$97 +2 +0%
CCT
1334
Chemung Canal Trust
New York
$661K +$260K +5,376 +65%
AWM
1335
Aries Wealth Management
Maine
$660K – – –
FSA
1336
Fort Sheridan Advisors
Illinois
$658K +$1.45K +30 +0.2%
WWM
1337
Windsor Wealth Management
Indiana
$658K +$21.9K +453 +3%
AFM
1338
Andesa Financial Management
Pennsylvania
$658K +$351K +7,297 +115%
MCM
1339
Murphy Capital Management
New Jersey
$656K -$93.2K -1,930 -12%
CA
1340
CapWealth Advisors
Tennessee
$652K -$2.42K -50 -0.4%
PCA
1341
Personal Capital Advisors
California
$651K +$151K +3,116 +30%
MAM
1342
Meeder Asset Management
Ohio
$649K -$8.61M -178,064 -93%
AP
1343
Atwood & Palmer
Missouri
$646K – – –
TFO
1344
Tarbox Family Office
California
$642K -$773 -16 -0.1%
PWPS
1345
Pinnacle Wealth Planning Services
Ohio
$640K +$165K +3,418 +35%
IWM
1346
IHT Wealth Management
Illinois
$637K -$80K -1,654 -11%
PFO
1347
Pathstone Family Office
New Jersey
$635K +$530K +11,017 +507%
KJHP
1348
K.J. Harrison & Partners
Ontario, Canada
$633K -$314K -6,500 -33%
LJAC
1349
L.J. Altfest & Co
New York
$632K -$1.35K -28 -0.2%
CAM
1350
Columbia Asset Management
Michigan
$631K +$7.84K +123 +1%
52 53
54
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