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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 %
AWA
1701
Alaska Wealth Advisors
Alaska
$275K +$2.41K +50 +0.9%
WA
1702
Waverly Advisors
Alabama
$275K +$9.71K +201 +4%
MJRIC
1703
Mogy Joel R Investment Counsel
California
$274K – – –
LSA
1704
L & S Advisors
California
$273K -$338 -7 -0.1%
CAAS
1705
Capital Asset Advisory Services
Michigan
$272K -$551K -11,401 -67%
HR
1706
Hardy Reed
Mississippi
$272K – – –
TCM
1707
Telos Capital Management
California
$272K +$11.3K +234 +4%
SBSB
1708
Sullivan, Bruyette, Speros & Blaney
Virginia
$271K -$9.34K -193 -3%
SNBOSCI
1709
Security National Bank of Sioux City Iowa
Iowa
$269K -$2.41K -50 -0.9%
PGA
1710
Premia Global Advisors
Florida
$269K +$269K +5,585 New
CAMG
1711
CWA Asset Management Group
Florida
$268K -$197K -4,084 -42%
PHS
1712
Pekin Hardy Strauss
Illinois
$267K -$43.6K -900 -14%
BFC
1713
Bedel Financial Consulting
Indiana
$267K +$10.2K +212 +4%
WIA
1714
Westbourne Investment Advisors
Maryland
$266K -$19.3K -400 -7%
SC
1715
Saybrook Capital
North Carolina
$266K – – –
UWPG
1716
Ullmann Wealth Partners Group
Florida
$266K – – –
JHP
1717
James Hambro & Partners
United Kingdom
$266K +$266K +5,426 New
B
1718
Bridgeworth
Alabama
$265K -$193K -3,983 -42%
SIM
1719
Stratos Investment Management
Ohio
$265K +$265K +5,491 New
WI
1720
WrapManager Inc
California
$264K +$47.2K +976 +22%
AA
1721
Apriem Advisors
California
$263K -$4.83K -100 -2%
THWM
1722
Taylor Hoffman Wealth Management
Virginia
$262K -$60.1K -1,245 -19%
HFA
1723
Huber Financial Advisors
Illinois
$260K -$13.1K -272 -5%
F
1724
F3Logic
Minnesota
$260K +$260K +5,402 New
WWM
1725
Willingdon Wealth Management
North Carolina
$259K +$1.26K +26 +0.5%
67 68
69
70 71