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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 %
SAM
1501
Smithbridge Asset Management
Pennsylvania
$404K – – –
PWP
1502
Principle Wealth Partners
Connecticut
$403K +$17.7K +375 +5%
XSC
1503
X-Square Capital
Puerto Rico
$403K +$117K +2,474 +41%
MIH
1504
Madison Investment Holdings
Wisconsin
$400K -$18.8M -398,118 -98%
BFIC
1505
Bedell Frazier Investment Counselling
California
$400K +$237 +5 +0.1%
GBBWRPM
1506
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$399K -$124K -2,612 -24%
CCG
1507
Chatham Capital Group
Georgia
$399K -$118K -2,500 -23%
RIM
1508
Regent Investment Management
Kentucky
$399K – – –
CC
1509
Cedar Capital
Illinois
$398K +$36.1K +761 +10%
CFA
1510
Cahill Financial Advisors
Minnesota
$396K -$121K -2,564 -23%
NWM
1511
Northwest Wealth Management
Iowa
$396K -$5.87K -124 -1%
RFM
1512
Royal Fund Management
Florida
$395K +$520 +11 +0.1%
DIA
1513
Dean Investment Associates
Ohio
$392K -$11.2K -237 -3%
CCM
1514
Cohen Capital Management
California
$392K – – –
PAS
1515
Partnervest Advisory Services
California
$392K +$19.3K +408 +5%
HVIA
1516
Hudson Valley Investment Advisors
New York
$390K -$40.3K -851 -9%
AIM
1517
Arcadia Investment Management
Michigan
$389K – – –
RGNCM
1518
R.G. Niederhoffer Capital Management
New York
$388K +$388K +8,200 New
SWA
1519
Sutton Wealth Advisors
Florida
$385K -$26.2K -554 -6%
CA
1520
Cornerstone Advisory
Maryland
$385K -$9.97K -211 -3%
CYG
1521
Clean Yield Group
Vermont
$384K -$9.98K -211 -3%
GD
1522
Grandfield & Dodd
New York
$384K -$9.28K -196 -2%
BWM
1523
BigSur Wealth Management
Florida
$384K – – –
DAM
1524
Doheny Asset Management
California
$383K -$70.9K -1,500 -16%
PKC
1525
Palmer Knight Company
Florida
$383K – – –
59 60
61
62 63