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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 %
KFGK
1676
Keystone Financial Group (Kentucky)
Kentucky
$268K -$9.46K -200 -3%
5L
1677
55I LLC
Massachusetts
$268K +$268K +5,672 New
LWM
1678
Lyell Wealth Management
California
$266K -$58.1K -1,225 -18%
CA
1679
Continuum Advisory
Idaho
$266K -$25.1K -527 -9%
CTI
1680
Community Trust & Investment
Kentucky
$264K -$43.2K -912 -14%
AA
1681
Apriem Advisors
California
$264K +$6.24K +132 +2%
DDPIC
1682
Deroy & Devereaux Private Investment Counsel
Michigan
$263K -$14.2K -300 -5%
HR
1683
Hardy Reed
Mississippi
$263K -$3.46K -73 -1%
SBSB
1684
Sullivan, Bruyette, Speros & Blaney
Virginia
$263K -$2.13K -45 -0.8%
B
1685
Bridgeworth
Alabama
$262K +$2.37K +50 +0.9%
SCM
1686
Silvant Capital Management
Georgia
$261K -$2.31M -48,874 -90%
BCM
1687
BlueCrest Capital Management
Jersey
$260K -$10.6M -224,209 -98%
WIA
1688
Westbourne Investment Advisors
Maryland
$260K – – –
SC
1689
Saybrook Capital
North Carolina
$260K – – –
UWPG
1690
Ullmann Wealth Partners Group
Florida
$260K – – –
CF
1691
Centaurus Financial
California
$260K +$248K +5,222 +1,993%
SNBOSCI
1692
Security National Bank of Sioux City Iowa
Iowa
$259K -$4.73K -100 -2%
HCM
1693
Hudson Capital Management
New Jersey
$257K -$302K -6,376 -54%
BP
1694
BBR Partners
New York
$257K -$75.3K -1,591 -23%
CCM
1695
Cribstone Capital Management
Maine
$257K -$24.9K -527 -9%
HFA
1696
Huber Financial Advisors
Illinois
$255K – – –
MC
1697
Miramar Capital
Illinois
$254K -$336K -7,000 -57%
SWM
1698
Stockman Wealth Management
Montana
$253K -$87.5K -1,850 -26%
WWM
1699
Willingdon Wealth Management
North Carolina
$252K -$1.23K -26 -0.5%
HIC
1700
Harvey Investment Company
Kentucky
$252K +$4.25K +90 +2%
66 67
68
69 70