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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 %
RA
1526
RFG Advisory
Alabama
$381K +$381K +8,044 New
PP
1527
PagnatoKarp Partners
Virginia
$381K +$381K +8,057 New
FIM
1528
Fruth Investment Management
Texas
$380K -$14.2K -300 -4%
GLA
1529
Great Lakes Advisors
Illinois
$379K -$58.8K -1,243 -13%
HS
1530
HighVista Strategies
Massachusetts
$379K -$37.9K -800 -9%
CC
1531
Colrain Capital
Massachusetts
$379K – – –
ARMC
1532
American Research & Management Company
Massachusetts
$378K -$62.4K -1,317 -14%
RWA
1533
River Wealth Advisors
Pennsylvania
$378K – – –
PIM
1534
Penobscot Investment Management
Massachusetts
$377K -$26K -550 -6%
SIM
1535
SSI Investment Management
California
$376K -$1.47K -31 -0.4%
JVBC
1536
J.V. Bruni & Co
Colorado
$375K – – –
MCM
1537
McRae Capital Management
New Jersey
$373K – – –
ACM
1538
AUA Capital Management
Pennsylvania
$372K – – –
NQWM
1539
Northwest Quadrant Wealth Management
Oregon
$371K +$324 +7 +0.1%
WA
1540
Wambolt & Associates
Colorado
$370K – – –
WA
1541
WBH Advisory
Maryland
$368K -$28.3K -599 -7%
BA
1542
Bristlecone Advisors
Washington
$368K +$368K +7,777 New
PCM
1543
Palisade Capital Management
New Jersey
$367K -$4.74K -100 -1%
AIC
1544
Archer Investment Corporation
Indiana
$367K – – –
BCA
1545
Berman Capital Advisors
Georgia
$366K -$41.8K -889 -10%
VCAM
1546
Van Cleef Asset Management
Ohio
$364K -$4.73K -100 -1%
Financial Engines Advisors
1547
Financial Engines Advisors
California
$364K +$948 +20 +0.3%
FAN
1548
Financial Advisors Network
California
$362K -$43.2K -943 -11%
AUB
1549
Atlantic Union Bankshares
Virginia
$361K +$361K +7,628 New
PFS
1550
Physicians Financial Services
North Carolina
$360K -$34.3K -725 -9%
60 61
62
63 64