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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 %
MFG
1426
Magnus Financial Group
New York
$487K -$11K -232 -2%
WCM
1427
Washington Capital Management
Washington
$487K +$14.2K +300 +3%
SAM
1428
Shamrock Asset Management
Texas
$487K +$26.1K +552 +6%
WC
1429
Weil Company
California
$485K – – –
CBA
1430
Coastal Bridge Advisors
Connecticut
$485K +$1.89K +40 +0.4%
BCM
1431
Brookstone Capital Management
Illinois
$484K +$64.9K +1,373 +15%
FAT
1432
First American Trust
California
$482K -$23.6K -500 -5%
LKIM
1433
Lawson Kroeker Investment Management
Nebraska
$481K -$10.7K -225 -2%
LCM
1434
Liberty Capital Management
Michigan
$481K – – –
AB
1435
Atlas Brown
Kentucky
$479K – – –
FWM
1436
Fairhaven Wealth Management
Illinois
$475K +$8.47K +179 +2%
JDR
1437
Jay D. Rosenbaum
$473K -$15.2K -320 -3%
EF
1438
Empirical Finance
Pennsylvania
$473K -$9.46K -200 -2%
BCM
1439
Breiter Capital Management
Florida
$473K +$473K +9,997 New
CAAS
1440
Capital Asset Advisory Services
Michigan
$472K +$206K +4,359 +77%
OAM
1441
Occidental Asset Management
California
$471K -$48K -1,013 -9%
ZIG
1442
Zuckerman Investment Group
Illinois
$471K – – –
I2I
1443
Insight 2811 Inc
Illinois
$469K +$28K +587 +6%
BCM
1444
Bluefin Capital Management
New York
$467K -$7.1M -150,096 -94%
FCA
1445
FinTrust Capital Advisors
South Carolina
$467K -$22.3K -472 -5%
MWM
1446
MorganRosel Wealth Management
Colorado
$467K -$9.85K -208 -2%
LJHT
1447
Laurie J. Hall Trustee
$466K -$11.9K -252 -2%
BOS
1448
Bank of Stockton
California
$464K -$2.36K -50 -0.5%
KPW
1449
Kore Private Wealth
New York
$463K +$4.82K +102 +1%
BAM
1450
Belpointe Asset Management
Nevada
$462K -$404K -8,533 -47%
56 57
58
59 60