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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 %
OPTFSNA
1601
Old Point Trust & Financial Services N A
Virginia
$347K -$304K -6,300 -47%
PFA
1602
Pure Financial Advisors
California
$344K -$242 -5 -0.1%
BI
1603
Ballast Inc
Kentucky
$342K +$30.6K +635 +10%
P
1604
&Partners
Tennessee
$341K -$29K -600 -8%
OFW
1605
Omnia Family Wealth
Florida
$341K – – –
HKAM
1606
Horizon Kinetics Asset Management
New York
$341K +$341K +7,058 New
BP
1607
BBR Partners
New York
$339K -$82.3K -1,706 -20%
SCM
1608
Snow Capital Management
Pennsylvania
$339K +$339K +7,025 New
MJP
1609
Michael J. Puzo
$338K -$72.4K -1,500 -18%
SLF
1610
Sun Life Financial
Ontario, Canada
$336K -$242K -5,015 -42%
EB
1611
Eastern Bank
Massachusetts
$336K -$196K -4,063 -37%
LC
1612
LCNB Corp
Ohio
$336K -$31.4K -650 -9%
BSB
1613
Bangor Savings Bank
Maine
$335K -$320K -6,636 -49%
VCA
1614
Verdence Capital Advisors
Maryland
$335K +$60.7K +1,256 +22%
AFNAS
1615
American Financial Network Advisory Services
California
$334K -$18.8K -385 -5%
LRPA
1616
L. Roy Papp & Associates
Arizona
$333K +$676 +14 +0.2%
AWA
1617
Arete Wealth Advisors
Illinois
$333K +$23K +476 +7%
SHWM
1618
Smith & Howard Wealth Management
Georgia
$333K +$86.8K +1,796 +35%
LC
1619
Lincoln Capital
Nebraska
$331K +$31K +642 +10%
COI
1620
Capital One Investing
Virginia
$331K +$90.9K +1,880 +38%
LWM
1621
Lyell Wealth Management
California
$330K -$39.3K -815 -11%
PAI
1622
Pittenger & Anderson Inc
Nebraska
$329K -$314K -6,500 -49%
FHC
1623
First Heartland Consultants
Missouri
$329K +$7.5K +155 +2%
AC
1624
Avestar Capital
New York
$328K -$42.3K -899 -11%
CFS
1625
CRA Financial Services
New Jersey
$328K -$33.7K -696 -9%
63 64
65
66 67