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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 %
HFP
1626
Holistic Financial Partners
Indiana
$328K +$36.8K +761 +13%
JA
1627
JOYN Advisors
Georgia
$326K -$652K -13,512 -67%
PA
1628
Probity Advisors
Texas
$323K -$52.5K -1,088 -14%
IRC
1629
Investors Research Corp
Georgia
$323K +$9.61K +199 +3%
NGA
1630
Naples Global Advisors
Florida
$323K +$50.6K +1,047 +19%
PT
1631
Plimoth Trust
Massachusetts
$322K -$977K -20,210 -75%
KTC
1632
Kistler-Tiffany Companies
Pennsylvania
$321K -$66.9K -1,382 -17%
MFW
1633
Mosaic Family Wealth
Missouri
$320K -$33K -683 -9%
SHJ
1634
Sharkey, Howes & Javer
Colorado
$319K -$871K -18,000 -73%
Aristotle Capital Management
1635
Aristotle Capital Management
California
$319K – – –
BCA
1636
Bay Colony Advisors
Massachusetts
$318K +$13.3K +270 +4%
OWA
1637
One Wealth Advisors
California
$317K +$317K +6,558 New
BFG
1638
Bouchey Financial Group
New York
$316K – – –
SIA
1639
Sit Investment Associates
Minnesota
$315K +$77.7K +1,610 +33%
SCM
1640
Smith Capital Management
Arkansas
$314K – – –
IOOF
1641
Independent Order of Foresters
Ontario, Canada
$313K -$87.3K -1,808 -22%
CTI
1642
Community Trust & Investment
Kentucky
$313K -$26.1K -540 -8%
ERIM
1643
Eagle Ridge Investment Management
Connecticut
$312K -$128K -2,649 -29%
CF
1644
Copperwynd Financial
Arizona
$312K -$8.78K -182 -3%
IA
1645
Independence Advisors
Pennsylvania
$310K +$8.3K +172 +3%
DA
1646
Doliver Advisors
Texas
$310K +$57.3K +1,186 +23%
CA
1647
Calton & Associates
Florida
$310K +$310K +6,418 New
LA
1648
Lau Associates
Delaware
$309K -$704K -14,561 -70%
LBD
1649
Landsberg Bennett & Dubbaneh
Florida
$308K +$308K +6,304 New
DTL
1650
Dynamic Technology Lab
Singapore
$308K +$308K +6,378 New
64 65
66
67 68