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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 %
DBIA
1326
Dumont & Blake Investment Advisors
New Jersey
$603K -$514K -10,867 -46%
SAM
1327
Summit Asset Management
Tennessee
$602K -$2.18K -46 -0.4%
TH
1328
TCTC Holdings
Texas
$601K -$75.7K -1,600 -11%
AF
1329
Arrow Financial
New York
$599K -$9.92K -210 -2%
AP
1330
Atwood & Palmer
Missouri
$595K -$37.8K -800 -6%
LOAMS
1331
Lombard Odier Asset Management (Switzerland)
Switzerland
$595K – – –
SFSG
1332
Stearns Financial Services Group
North Carolina
$590K -$234K -4,943 -28%
LCS
1333
Levin Capital Strategies
New York
$585K +$237K +5,000 +68%
CC
1334
Cognios Capital
Kansas
$584K -$735K -15,545 -56%
BPA
1335
Beacon Pointe Advisors
California
$584K -$162K -3,413 -22%
HCM
1336
Highlander Capital Management
New Jersey
$584K -$7.1K -150 -1%
BAS
1337
Brown Advisory Securities
Maryland
$582K -$362K -7,668 -38%
NERM
1338
New England Research & Management
Illinois
$580K -$26K -550 -4%
FMB
1339
Field & Main Bank
Kentucky
$580K -$18.9K -400 -3%
TL
1340
TrueWealth LLC
Georgia
$580K -$10.1K -214 -2%
PPSG
1341
Princeton Portfolio Strategies Group
New Jersey
$579K -$1.49M -31,490 -72%
BMC
1342
Beaton Management Company
Massachusetts
$572K -$9.46K -200 -2%
IIC
1343
Ironwood Investment Counsel
Arizona
$572K +$133K +2,801 +30%
FNBTCON
1344
First National Bank & Trust Co of Newtown
Pennsylvania
$571K +$8.89K +188 +2%
PSC
1345
Prentiss Smith & Co
Vermont
$569K – – –
HKIM
1346
Hayek Kallen Investment Management
Alabama
$567K -$1.85K -39 -0.3%
PCA
1347
Personal Capital Advisors
California
$566K -$71.4K -1,510 -11%
PWA
1348
Providence Wealth Advisors
Illinois
$565K – – –
WCM
1349
Whitener Capital Management
North Carolina
$564K -$2.46K -52 -0.4%
FCIM
1350
Fairview Capital Investment Management
California
$563K – – –
52 53
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55 56