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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 %
BKA
1701
Brick & Kyle Associates
Pennsylvania
$251K – – –
AAM
1702
AR Asset Management
California
$251K – – –
THWM
1703
Taylor Hoffman Wealth Management
Virginia
$250K -$6.43K -136 -3%
RPAM
1704
Rhenman & Partners Asset Management
Sweden
$249K -$27.7K -586 -10%
BCM
1705
BTC Capital Management
Iowa
$249K – – –
WPIC
1706
White Pine Investment Company
Michigan
$249K – – –
EWM
1707
Empirical Wealth Management
Washington
$249K +$14.7K +311 +6%
PHK
1708
Point72 Hong Kong
Hong Kong
$248K +$248K +5,232 New
HI
1709
Hendershot Investments
Virginia
$247K – – –
FAG
1710
Financial Advisory Group
Texas
$245K +$4.52K +100 +2%
CWM
1711
Circle Wealth Management
New Jersey
$245K +$245K +5,175 New
IA
1712
Independence Advisors
Pennsylvania
$244K -$60.4K -1,274 -20%
SWRP
1713
Summit Wealth & Retirement Planning
California
$244K – – –
GS
1714
Gagnon Securities
New York
$244K – – –
CIA
1715
Caledonia Investments (Australia)
Australia
$241K – – –
HL
1716
HeadInvest LLC
Maine
$241K +$4.72K +100 +2%
PO
1717
Private Ocean
California
$240K – – –
EWF
1718
Epstein & White Financial
California
$240K +$141 +3 +0.1%
RMDI
1719
R.M. Davis Inc
Maine
$240K +$9.09K +192 +4%
RFA
1720
Reilly Financial Advisors
California
$239K -$10.5K -222 -4%
APW
1721
Acima Private Wealth
Virginia
$238K – – –
FC
1722
Fore Capital
New York
$237K +$237K +5,000 New
NME
1723
Notis-McConarty Edward
$236K -$127K -2,700 -35%
VA
1724
Valmark Advisers
Ohio
$236K – – –
LSA
1725
L & S Advisors
California
$235K -$32.7K -690 -12%
67 68
69
70 71