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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 %
NFGCM
1426
Norman Fields Gottscho Capital Management
New York
$531K +$531K +10,980 New
OAM
1427
Occidental Asset Management
California
$529K +$110K +2,287 +26%
CCG
1428
Chatham Capital Group
Georgia
$528K -$48.3K -1,000 -8%
CFA
1429
Cahill Financial Advisors
Minnesota
$528K +$3.19K +66 +0.6%
AF
1430
Allworth Financial
California
$523K -$618K -12,790 -54%
JLBC
1431
J.L. Bainbridge & Co
Florida
$523K +$207K +4,283 +66%
OCM
1432
Osterweis Capital Management
California
$522K – – –
RCM
1433
RB Capital Management
Nevada
$522K +$628 +13 +0.1%
PB
1434
Pinnacle Bancorp
Nebraska
$521K – – –
JC
1435
Jacobs & Co
California
$520K -$19.3K -400 -4%
OIA
1436
Optimum Investment Advisors
Illinois
$520K – – –
FA
1437
FCG Advisors
New Jersey
$520K +$4.25K +88 +0.8%
FAT
1438
First American Trust
California
$516K -$41K -850 -7%
WC
1439
Woodstock Corp
Massachusetts
$516K -$33.9K -700 -6%
WPA
1440
West Paces Advisors
Georgia
$516K -$80.9K -1,675 -14%
NSB
1441
Norway Savings Bank
Maine
$514K -$126K -2,612 -20%
CBFP
1442
Cedar Brook Financial Partners
Ohio
$511K +$109K +2,245 +27%
MFG
1443
Magnus Financial Group
New York
$508K +$35.6K +736 +8%
MSA
1444
Marino Stram & Associates
Massachusetts
$508K +$42.2K +874 +9%
JAM
1445
Jupiter Asset Management
United Kingdom
$506K -$7.3M -151,105 -94%
FBC
1446
Fairfield, Bush & Co
Connecticut
$503K -$563K -11,655 -53%
LKIM
1447
Lawson Kroeker Investment Management
Nebraska
$502K -$26.1K -540 -5%
CAW
1448
Cornerstone Advisors (Washington)
Washington
$502K +$54K +1,116 +12%
FCA
1449
FinTrust Capital Advisors
South Carolina
$500K -$216K -4,460 -30%
JDR
1450
Jay D. Rosenbaum
$498K -$87K -1,800 -15%
56 57
58
59 60