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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 %
I
1451
IberiaBank
Louisiana
$459K -$224K -4,727 -33%
EPA
1452
Element Pointe Advisors
Florida
$457K +$457K +9,655 New
FWP
1453
FAS Wealth Partners
Kansas
$456K -$11.8K -249 -3%
VCA
1454
Verdence Capital Advisors
Maryland
$456K +$129K +2,720 +39%
FPS
1455
Fieldpoint Private Securities
Connecticut
$450K -$37.5K -792 -8%
IFWM
1456
Institute for Wealth Management
Colorado
$449K -$146K -3,086 -25%
OCM
1457
One Capital Management
California
$448K -$134K -2,827 -23%
CA
1458
Crewe Advisors
Utah
$448K +$230K +4,862 +106%
JLBC
1459
J.L. Bainbridge & Co
Florida
$447K -$64K -1,353 -13%
VHAM
1460
Van Hulzen Asset Management
California
$446K -$37.3K -789 -8%
TCPWM
1461
Traverso Chambers Private Wealth Management
California
$446K -$31.1K -658 -7%
WA
1462
Wealth Architects
California
$445K +$3.07K +65 +0.7%
BCP
1463
Blue Chip Partners
Michigan
$443K -$6.44K -136 -1%
FBC
1464
Fairfield, Bush & Co
Connecticut
$441K -$50.9K -1,077 -10%
IIA
1465
IPG Investment Advisors
California
$439K -$37.3K -789 -8%
OC
1466
Oarsman Capital
Wisconsin
$439K -$9.32K -197 -2%
MCM
1467
Manchester Capital Management
Vermont
$439K – – –
BW
1468
Bison Wealth
Georgia
$438K -$5.2K -110 -1%
BIA
1469
BHK Investment Advisors
Alabama
$438K +$32.4K +685 +8%
JT
1470
Jump Trading
Illinois
$438K +$438K +9,249 New
CWM
1471
Chesapeake Wealth Management
Virginia
$437K -$23.2K -490 -5%
VST
1472
Van Strum & Towne
California
$437K – – –
HPCM
1473
High Pointe Capital Management
Illinois
$434K -$1.09M -23,000 -71%
CAM
1474
Claret Asset Management
Quebec, Canada
$429K -$54.9K -1,160 -11%
ACM
1475
Alpha Capital Management
Texas
$428K -$1.87M -39,436 -81%
57 58
59
60 61