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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 %
CPC
1401
Congress Park Capital
New York
$510K -$83.6K -1,696 -14%
JC
1402
Jacobs & Co
California
$510K – – –
CA
1403
Calton & Associates
Florida
$510K +$206K +4,354 +68%
FFS
1404
Founders Financial Securities
Maryland
$509K -$72K -1,521 -12%
OIA
1405
Optimum Investment Advisors
Illinois
$507K -$2.08K -44 -0.4%
IWA
1406
Intercontinental Wealth Advisors
Texas
$506K -$62.5K -1,322 -11%
BCA
1407
Bray Capital Advisors
Florida
$506K +$35.8K +758 +8%
WC
1408
Woodstock Corp
Massachusetts
$505K – – –
HHGA
1409
Halbert Hargrove Global Advisors
California
$505K +$505K +10,681 New
FCA
1410
FLC Capital Advisors
California
$500K +$130K +2,727 +35%
PWPS
1411
Pinnacle Wealth Planning Services
Ohio
$498K -$129K -2,736 -21%
GAM
1412
Gould Asset Management
California
$498K +$45K +950 +10%
NG
1413
Northstar Group
New York
$497K -$58.9K -1,243 -11%
FPCG
1414
Fort Pitt Capital Group
Pennsylvania
$496K -$49.7K -1,050 -9%
PB
1415
Pinnacle Bancorp
Nebraska
$496K -$14.2K -300 -3%
FHA
1416
Flagship Harbor Advisors
Massachusetts
$493K -$31.5K -666 -6%
CAW
1417
Cornerstone Advisors (Washington)
Washington
$493K +$1.85K +39 +0.4%
JCM
1418
Janney Capital Management
Pennsylvania
$493K +$44.5K +939 +10%
NFG
1419
Next Financial Group
Texas
$493K +$113K +2,391 +30%
CAM
1420
Columbia Asset Management
Michigan
$491K +$22.6K +477 +5%
WPW
1421
Winthrop Partners - WNY
New York
$491K -$267K -5,632 -35%
MAM
1422
Magellan Asset Management
Australia
$489K -$1.1B -23,286,048 -100%
JIP
1423
Jaffetilchin Investment Partners
Florida
$489K +$489K +10,327 New
NSB
1424
Norway Savings Bank
Maine
$488K -$14.9K -315 -3%
SSWM
1425
Sheets Smith Wealth Management
North Carolina
$487K -$47K -992 -9%
55 56
57
58 59