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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 %
SAM
1476
Shamrock Asset Management
Texas
$471K -$1.98K -41 -0.4%
CWM
1477
Chesapeake Wealth Management
Virginia
$470K -$15.9K -330 -3%
MTCM
1478
Mint Tower Capital Management
Netherlands
$469K +$469K +9,700 New
KPW
1479
Kore Private Wealth
New York
$468K -$7K -145 -1%
DAM
1480
Doheny Asset Management
California
$464K – – –
GAM
1481
Gould Asset Management
California
$462K -$6.76K -140 -1%
PL
1482
Plancorp LLC
Missouri
$462K +$80.5K +1,666 +21%
BCP
1483
Blue Chip Partners
Michigan
$458K -$252K -5,229 -36%
OC
1484
Oarsman Capital
Wisconsin
$458K -$35.3K -731 -7%
JCM
1485
Janney Capital Management
Pennsylvania
$458K +$7.45K +154 +2%
HA
1486
Halsey Associates
Connecticut
$454K – – –
BW
1487
Bison Wealth
Georgia
$453K -$42.6K -882 -9%
WA
1488
Wealth Architects
California
$452K +$4.89K +101 +1%
BWP
1489
Bernardo Wealth Planning
Pennsylvania
$449K -$34K -704 -7%
ARMC
1490
American Research & Management Company
Massachusetts
$449K +$104K +2,151 +30%
MCM
1491
Manchester Capital Management
Vermont
$448K +$42.5K +879 +10%
IIC
1492
Ironwood Investment Counsel
Arizona
$448K +$104K +2,163 +30%
GLA
1493
Great Lakes Advisors
Illinois
$447K -$78.5K -1,626 -15%
SFM
1494
Systematic Financial Management
New Jersey
$447K – – –
I2I
1495
Insight 2811 Inc
Illinois
$447K +$27.3K +566 +7%
VST
1496
Van Strum & Towne
California
$446K – – –
MF
1497
Magnetar Financial
Illinois
$440K +$440K +9,115 New
HVIA
1498
Hudson Valley Investment Advisors
New York
$439K -$357K -7,391 -45%
MGIA
1499
Moneta Group Investment Advisors
Missouri
$438K -$120K -2,480 -21%
GSWM
1500
Golden State Wealth Management
California
$438K +$438K +9,059 New
58 59
60
61 62