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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 %
P
1626
&Partners
Tennessee
$295K -$39.2K -827 -12%
RA
1627
Rational Advisors
New York
$294K -$399K -8,434 -58%
MIH
1628
Meitav Investment House
Israel
$294K -$56.4K -1,190 -16%
BWA
1629
Burt Wealth Advisors
Maryland
$293K -$5.68K -120 -2%
PP
1630
Pegasus Partners
Wisconsin
$293K – – –
TFS
1631
TrustCore Financial Services
Tennessee
$293K +$82.1K +1,736 +39%
BCWM
1632
Blue Chip Wealth Management
Florida
$292K +$3.88K +82 +1%
DAM
1633
Deltec Asset Management
New York
$291K – – –
M
1634
MOTCO
Texas
$289K +$86.2K +1,821 +43%
WAS
1635
WESPAC Advisors SoCal
California
$288K – – –
SAA
1636
Southeast Asset Advisors
Georgia
$288K +$142 +3 +0%
MIM
1637
Moseley Investment Management
Florida
$287K – – –
FCFS
1638
First Command Financial Services
Texas
$287K +$50.8K +1,072 +22%
FCB
1639
First Command Bank
Texas
$287K +$50.8K +1,072 +22%
PCFFS
1640
Pacific Center for Financial Services
California
$286K +$38.9K +822 +16%
SIG
1641
Sky Investment Group
Connecticut
$285K +$5.91K +125 +2%
TCM
1642
Telos Capital Management
California
$285K +$18.7K +395 +7%
IOOF
1643
Independent Order of Foresters
Ontario, Canada
$284K -$22.7K -480 -7%
TI
1644
Telemetry Investments
New York
$284K +$284K +6,000 New
CG
1645
Cutler Group
California
$283K -$3.62M -76,683 -93%
BCA
1646
Bay Colony Advisors
Massachusetts
$283K -$23.4K -495 -8%
PWP
1647
Private Wealth Partners
California
$283K -$3.83K -81 -1%
CAMG
1648
CWA Asset Management Group
Florida
$283K +$20.7K +438 +8%
SCM
1649
Smith Capital Management
Arkansas
$282K -$25.1K -532 -8%
WC
1650
Westhampton Capital
North Carolina
$282K +$282K +5,955 New
64 65
66
67 68