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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 %
EGA
1576
E&G Advisors
Texas
$367K -$72.5K -1,500 -16%
HCA
1577
Harbour Capital Advisors
Virginia
$366K -$8.45K -175 -2%
FQ
1578
First Quadrant
California
$363K -$179K -3,707 -33%
AB
1579
AT Bancorp
Iowa
$363K -$5.75K -119 -2%
CHAM
1580
Clear Harbor Asset Management
Connecticut
$362K – – –
EWM
1581
Evermay Wealth Management
Virginia
$362K +$97 +2 +0%
Hudson Bay Capital Management
1582
Hudson Bay Capital Management
Connecticut
$362K +$362K +7,500 New
WCM
1583
Wallace Capital Management
Texas
$360K -$19.3K -400 -5%
W
1584
Wealthquest
Ohio
$360K -$10.8K -224 -3%
DWA
1585
Dougherty Wealth Advisers
Minnesota
$359K – – –
MIH
1586
Meitav Investment House
Israel
$357K +$43.3K +897 +14%
LWM
1587
Liberty Wealth Management
California
$356K -$9.93K -206 -3%
SC
1588
Schulhoff & Co
Ohio
$356K +$96.5K +2,002 +37%
LCS
1589
Levin Capital Strategies
New York
$355K – – –
IHL
1590
Investment House LLC
California
$355K +$48 +1 +0%
WIP
1591
Wellesley Investment Partners
Massachusetts
$355K +$9.75K +202 +3%
AFC
1592
AFT Forsyth & Company
Florida
$353K -$28.5K -590 -7%
TCOO
1593
Trust Company of Oklahoma
Oklahoma
$353K -$61.6K -1,275 -15%
BRWM
1594
B. Riley Wealth Management
Tennessee
$352K -$37.4K -774 -10%
GFP
1595
Gryphon Financial Partners
Ohio
$351K -$3.14K -65 -0.9%
ACM
1596
Ategra Capital Management
Virginia
$351K +$351K +7,263 New
EIA
1597
Edgemoor Investment Advisors
Maryland
$349K -$12.5K -258 -3%
TCB
1598
Texas Capital Bancshares
Texas
$348K – – –
SWM
1599
Stockman Wealth Management
Montana
$348K – – –
NL
1600
NWAM LLC
Washington
$348K +$36.4K +754 +12%
62 63
64
65 66