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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 %
CWM
1351
Cornerstone Wealth Management
Missouri
$562K -$273K -5,750 -33%
BFO
1352
Boston Family Office
Massachusetts
$561K – – –
GLI
1353
Guardian Life Insurance
New York
$561K +$2.27K +48 +0.4%
CP
1354
Covenant Partners
Tennessee
$556K -$201K -4,242 -27%
RCM
1355
RB Capital Management
Nevada
$556K +$44.8K +947 +9%
GLA
1356
Good Life Advisors
Pennsylvania
$551K +$900 +19 +0.2%
MSA
1357
Marino Stram & Associates
Massachusetts
$551K +$53.4K +1,129 +11%
TC
1358
Telemus Capital
Michigan
$550K -$82.3K -1,783 -13%
FNBOH
1359
First National Bank of Hutchinson
Kansas
$550K -$3.47K -72 -0.6%
CBFP
1360
Cedar Brook Financial Partners
Ohio
$550K +$49.8K +1,052 +10%
KJHP
1361
K.J. Harrison & Partners
Ontario, Canada
$549K -$71K -1,500 -11%
AWA
1362
ARS Wealth Advisors
Florida
$548K -$112K -2,371 -17%
NIM
1363
Northeast Investment Management
Massachusetts
$547K -$136K -2,870 -20%
WIS
1364
Wright Investors Service
Connecticut
$546K -$1.3M -27,425 -70%
AFP
1365
Ausdal Financial Partners
Iowa
$546K -$140K -2,892 -20%
SMFS
1366
Squar Milner Financial Services
California
$546K +$947 +20 +0.2%
NFGCM
1367
Norman Fields Gottscho Capital Management
New York
$543K +$23.7K +500 +5%
GWAG
1368
Garrett Wealth Advisory Group
Texas
$542K -$11.5K -242 -2%
PCI
1369
Pacifica Capital Investments
Texas
$541K – – –
DI
1370
Diligent Investors
California
$540K +$287K +6,068 +114%
PGIM
1371
Pacific Global Investment Management
California
$538K -$61.9K -1,308 -10%
SMC
1372
Smith, Moore & Co
Missouri
$538K -$40.2K -849 -7%
CCMD
1373
Cypress Capital Management (Delaware)
Delaware
$537K -$46.7K -986 -8%
FVWA
1374
Foster Victor Wealth Advisors
South Carolina
$536K -$166K -3,486 -24%
CIAS
1375
Capital Investment Advisory Services
North Carolina
$535K +$117K +2,512 +28%
53 54
55
56 57