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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 %
JHCP
1351
Jackson Hole Capital Partners
Oklahoma
$630K +$19.3K +400 +3%
PCM
1352
Prelude Capital Management
New York
$625K +$625K +12,933 New
AF
1353
Arrow Financial
New York
$624K -$9.68K -200 -2%
NERM
1354
New England Research & Management
Illinois
$618K +$618K +12,800 New
SAM
1355
Summit Asset Management
Tennessee
$617K +$81.4K +1,685 +15%
ADL
1356
Asset Dedication LLC
California
$617K +$141K +2,933 +29%
CCA
1357
Cobblestone Capital Advisors
New York
$616K -$164K -3,386 -21%
SMG
1358
Spectrum Management Group
Indiana
$616K +$17.2K +355 +3%
GHAM
1359
Gilman Hill Asset Management
Connecticut
$616K +$95.2K +1,970 +18%
TMAM
1360
Tokio Marine Asset Management
Japan
$613K +$60.8K +1,258 +11%
PGIM
1361
Pacific Global Investment Management
California
$612K +$725 +15 +0.1%
FMB
1362
Field & Main Bank
Kentucky
$611K +$611K +12,655 New
CFG
1363
Cooper Financial Group
California
$609K +$28.5K +590 +5%
LOAMS
1364
Lombard Odier Asset Management (Switzerland)
Switzerland
$608K – – –
IFWM
1365
Institute for Wealth Management
Colorado
$608K +$608K +12,576 New
JG
1366
Jefferies Group
New York
$604K -$4.38M -90,550 -88%
HCM
1367
Highlander Capital Management
New Jersey
$603K -$70.5K -1,460 -10%
TL
1368
TrueWealth LLC
Georgia
$602K – – –
SWP
1369
Strategic Wealth Partners
Ohio
$600K -$8.63K -177 -1%
CCMD
1370
Cypress Capital Management (Delaware)
Delaware
$596K -$133K -2,750 -18%
OCM
1371
One Capital Management
California
$594K -$725 -15 -0.1%
MC
1372
Miramar Capital
Illinois
$594K – – –
BMC
1373
Beaton Management Company
Massachusetts
$594K – – –
FFS
1374
Founders Financial Securities
Maryland
$593K -$1.45K -30 -0.2%
CWS
1375
Cypress Wealth Services
California
$591K +$66.4K +1,374 +13%
53 54
55
56 57