WFC icon

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 %
Aristotle Capital Management
1601
Aristotle Capital Management
California
$312K – – –
BFG
1602
Bouchey Financial Group
New York
$310K – – –
EWM
1603
Evermay Wealth Management
Virginia
$309K -$45.2K -957 -13%
SIA
1604
Sit Investment Associates
Minnesota
$309K – – –
JWM
1605
JGP Wealth Management
Oregon
$309K +$16.1K +340 +5%
CRWM
1606
Castle Rock Wealth Management
California
$309K +$21.8K +460 +8%
MJP
1607
Michael J. Puzo
$308K -$23.7K -500 -7%
SXL
1608
Summit X LLC
Missouri
$308K +$23K +486 +8%
IRC
1609
Investors Research Corp
Georgia
$307K -$9.41K -199 -3%
SHWM
1610
Smith & Howard Wealth Management
Georgia
$306K -$19.5K -412 -6%
CF
1611
Copperwynd Financial
Arizona
$306K – – –
HCM
1612
Hollencrest Capital Management
California
$305K -$71.1K -1,500 -19%
CPO
1613
Cerity Partners OCIO
New York
$305K +$34K +718 +13%
PMFA
1614
Plante Moran Financial Advisors
Michigan
$303K +$14.1K +298 +5%
HKAM
1615
Horizon Kinetics Asset Management
New York
$302K -$31.9K -675 -10%
LA
1616
Lau Associates
Delaware
$302K – – –
LBD
1617
Landsberg Bennett & Dubbaneh
Florida
$301K +$286 +6 +0.1%
OWA
1618
One Wealth Advisors
California
$300K -$9.92K -210 -3%
AIC
1619
Ameritas Investment Company
Nebraska
$299K -$271K -5,714 -48%
PAI
1620
Pittenger & Anderson Inc
Nebraska
$298K -$23.7K -500 -7%
ATFA
1621
All Terrain Financial Advisors
Minnesota
$297K – – –
CVM
1622
Cheviot Value Management
California
$297K +$3.83K +81 +1%
FHC
1623
First Heartland Consultants
Missouri
$296K -$25.3K -535 -8%
PA
1624
Probity Advisors
Texas
$296K -$20.7K -437 -7%
PT
1625
Plimoth Trust
Massachusetts
$296K -$19.9K -419 -6%
63 64
65
66 67