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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 %
BWA
1651
Burt Wealth Advisors
Maryland
$305K +$5.8K +120 +2%
ATFA
1652
All Terrain Financial Advisors
Minnesota
$304K +$18.1K +375 +6%
CVM
1653
Cheviot Value Management
California
$299K -$155K -3,210 -34%
JWM
1654
JGP Wealth Management
Oregon
$299K – – –
PP
1655
Pegasus Partners
Wisconsin
$299K +$45.3K +937 +18%
CA
1656
Continuum Advisory
Idaho
$298K -$490K -10,052 -62%
DAM
1657
Deltec Asset Management
New York
$298K -$48.4K -1,000 -14%
FIA
1658
Foundations Investment Advisors
Arizona
$298K -$8.47K -175 -3%
DHFB
1659
Dixon Hubard Feinour & Brown
Virginia
$298K – – –
CF
1660
Corrigan Financial
Rhode Island
$297K +$297K +6,149 New
MSAM
1661
Moloney Securities Asset Management
Missouri
$296K -$48K -993 -14%
PMFA
1662
Plante Moran Financial Advisors
Michigan
$295K -$8.89K -184 -3%
SAA
1663
Southeast Asset Advisors
Georgia
$294K -$8.3K -172 -3%
BCWM
1664
Blue Chip Wealth Management
Florida
$294K – – –
WAS
1665
WESPAC Advisors SoCal
California
$294K – – –
CRWM
1666
Castle Rock Wealth Management
California
$293K – – –
XSC
1667
X-Square Capital
Puerto Rico
$293K +$1.16K +24 +0.4%
PWP
1668
Private Wealth Partners
California
$293K +$3.91K +81 +1%
MIM
1669
Moseley Investment Management
Florida
$293K +$293K +6,073 New
BMC
1670
Benin Management Corp
Connecticut
$291K -$12.1K -250 -4%
SXL
1671
Summit X LLC
Missouri
$290K +$3.52K +73 +1%
ACA
1672
Ackerman Capital Advisors
Texas
$290K -$9.28M -192,144 -97%
LPIC
1673
LeJeune Puetz Investment Counsel
Michigan
$289K – – –
CCM
1674
Cribstone Capital Management
Maine
$288K -$25.7K -531 -8%
VAG
1675
VisionPoint Advisory Group
Texas
$288K -$16.9K -351 -6%
65 66
67
68 69