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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 %
FPS
1451
Fieldpoint Private Securities
Connecticut
$498K +$24.2K +500 +5%
FDCC
1452
Foster Dykema Cabot & Co
Massachusetts
$495K -$59.7K -1,237 -11%
WC
1453
Weil Company
California
$495K – – –
SFG
1454
SNS Financial Group
Minnesota
$495K +$32K +663 +7%
VHAM
1455
Van Hulzen Asset Management
California
$494K -$7.16K -148 -1%
CAM
1456
Claret Asset Management
Quebec, Canada
$494K -$4.83K -100 -1%
CBA
1457
Coastal Bridge Advisors
Connecticut
$494K – – –
EF
1458
Empirical Finance
Pennsylvania
$493K +$111K +2,302 +29%
MTIM
1459
Marathon Trading Investment Management
Pennsylvania
$492K +$492K +10,178 New
LCM
1460
Liberty Capital Management
Michigan
$491K -$53.4K -1,105 -10%
AB
1461
Atlas Brown
Kentucky
$489K -$102K -2,100 -17%
TCPWM
1462
Traverso Chambers Private Wealth Management
California
$488K – – –
LJHT
1463
Laurie J. Hall Trustee
$487K -$130K -2,700 -21%
MWM
1464
MorganRosel Wealth Management
Colorado
$487K – – –
IIA
1465
IPG Investment Advisors
California
$487K +$48 +1 +0%
EC
1466
EJF Capital
Virginia
$483K -$6.42M -133,000 -93%
WCM
1467
Washington Capital Management
Washington
$483K -$118K -2,450 -20%
TAIM
1468
TD Ameritrade Investment Management
Nebraska
$483K +$86.3K +1,786 +22%
BM
1469
Brandywine Managers
Delaware
$483K +$483K +10,000 New
ZIG
1470
Zuckerman Investment Group
Illinois
$481K – – –
BCA
1471
Bray Capital Advisors
Florida
$480K +$290 +6 +0.1%
FWP
1472
FAS Wealth Partners
Kansas
$478K +$55.1K +1,139 +13%
FWM
1473
Fairhaven Wealth Management
Illinois
$477K -$8.56K -177 -2%
BOS
1474
Bank of Stockton
California
$477K +$477K +9,872 New
IWC
1475
Integrated Wealth Concepts
Massachusetts
$473K +$115K +2,375 +32%
57 58
59
60 61