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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 %
DAC
1476
Dividend Assets Capital
South Carolina
$428K – – –
WHRC
1477
W.H. Reaves & Co
New Jersey
$427K – – –
LDFR
1478
Lehman & Derafelo Financial Resources
Pennsylvania
$427K +$143K +3,000 +51%
WDL
1479
Well Done LLC
Michigan
$426K +$3.12K +66 +0.7%
CWM
1480
Cahaba Wealth Management
Georgia
$426K +$15K +317 +4%
OFS
1481
OneAscent Financial Services
Alabama
$424K +$424K +8,968 New
VCM
1482
Vivaldi Capital Management
Illinois
$423K +$423K +8,943 New
FAM
1483
Formidable Asset Management
Ohio
$422K +$422K +8,711 New
VRM
1484
Vectors Research Management
New York
$421K +$331 +7 +0.1%
HC
1485
HNP Capital
New York
$421K +$331 +7 +0.1%
CCM
1486
Canal Capital Management
Virginia
$418K +$28.8K +608 +7%
OC
1487
Oakworth Capital
Alabama
$416K -$158K -3,331 -27%
WSC
1488
Wellington Shields & Co
New York
$416K -$4.73K -100 -1%
GC
1489
Gratus Capital
Georgia
$416K +$33.4K +707 +9%
GSBTD
1490
Glenview State Bank Trust Department
Illinois
$414K – – –
NC
1491
Noked Capital
Israel
$412K -$298K -6,300 -42%
NI
1492
Noked Israel
Israel
$412K -$298K -6,300 -42%
MCM
1493
Murphy Capital Management
New Jersey
$411K -$230K -4,876 -36%
GSWM
1494
Golden State Wealth Management
California
$410K -$17.8K -377 -4%
IUHSA
1495
Itau Unibanco Holding S.A.
Brazil
$410K +$410K +8,657 New
FAB
1496
First American Bank
Illinois
$409K -$5.64K -119 -1%
AFC
1497
AFT Forsyth & Company
Florida
$409K +$63.6K +1,345 +18%
BB
1498
Bell Bank
North Dakota
$407K -$7.71K -163 -2%
VBFP
1499
Valtinson Bruner Financial Planning
Minnesota
$406K -$7.05K -149 -2%
PC
1500
Port Capital
Illinois
$406K -$6.66K -141 -2%
58 59
60
61 62