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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 %
IGGA
1376
Iron Gate Global Advisors
Utah
$533K -$18.9K -402 -3%
EF
1377
Exeter Financial
Arizona
$532K -$4.97K -105 -0.9%
ACC
1378
Accident Compensation Corp
New Zealand
$530K -$37.9K -800 -7%
TCM
1379
Tributary Capital Management
Nebraska
$530K – – –
HCM
1380
Hodges Capital Management
Texas
$529K -$253K -5,344 -32%
BIAS
1381
Beacon Investment Advisory Services
New Jersey
$529K -$20.6K -436 -4%
TFF
1382
The Family Firm
Maryland
$529K +$189 +4 +0%
KLI
1383
Kelman-Lazarov Inc
Tennessee
$528K -$515K -10,886 -49%
Koshinski Asset Management
1384
Koshinski Asset Management
Illinois
$528K -$87.7K -1,853 -14%
KJWM
1385
Kiley Juergens Wealth Management
Washington
$527K -$11.7K -247 -2%
LWM
1386
Liberty Wealth Management
California
$526K +$176K +3,725 +50%
WPP
1387
Whalerock Point Partners
Rhode Island
$525K -$158K -3,340 -23%
PAIM
1388
Punch & Associates Investment Management
Minnesota
$525K -$1.18K -25 -0.2%
LJAC
1389
L.J. Altfest & Co
New York
$524K -$94.5K -1,998 -15%
SHGA
1390
Sand Hill Global Advisors
California
$524K -$2.6K -55 -0.5%
CA
1391
Claro Advisors
Massachusetts
$523K -$3.55K -75 -0.7%
WPW
1392
Waldron Private Wealth
Pennsylvania
$522K -$53.6K -1,132 -9%
CAM
1393
Cidel Asset Management
Ontario, Canada
$521K -$56.5K -1,196 -10%
PCMC
1394
Private Capital Management (Colorado)
Colorado
$521K -$18.5K -390 -3%
FA
1395
FCG Advisors
New Jersey
$520K +$10.7K +227 +2%
WCM
1396
Windsor Capital Management
Arizona
$516K -$29.5K -625 -5%
OCM
1397
Osterweis Capital Management
California
$515K +$2.8K +59 +0.5%
BO
1398
Bank OZK
Arkansas
$513K -$45.3K -958 -8%
ACA
1399
Aptus Capital Advisors
Alabama
$512K -$30.9K -653 -6%
VCM
1400
Vision Capital Management
Oregon
$511K -$8.99K -190 -2%
54 55
56
57 58