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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 %
DI
1726
Diligent Investors
California
$258K +$26.3K +545 +11%
CAM
1727
Congress Asset Management
Massachusetts
$257K -$24.9K -515 -9%
FAG
1728
Financial Advisory Group
Texas
$257K – – –
RMAM
1729
Raab & Moskowitz Asset Management
New Jersey
$257K – – –
DIA
1730
Dana Investment Advisors
Wisconsin
$257K +$257K +5,324 New
WCM
1731
Weatherstone Capital Management
Colorado
$256K -$182K -3,766 -42%
AAM
1732
AR Asset Management
California
$256K – – –
ACG
1733
Allen Capital Group
Nebraska
$256K – – –
BCM
1734
BTC Capital Management
Iowa
$256K – – –
QPWM
1735
Quadrant Private Wealth Management
Pennsylvania
$255K -$57.4K -1,186 -18%
BKA
1736
Brick & Kyle Associates
Pennsylvania
$255K – – –
RFA
1737
Reilly Financial Advisors
California
$255K +$16.1K +333 +7%
WPIC
1738
White Pine Investment Company
Michigan
$254K +$254K +5,257 New
HIC
1739
Harvey Investment Company
Kentucky
$253K – – –
PCFFS
1740
Pacific Center for Financial Services
California
$252K +$16.8K +348 +7%
HI
1741
Hendershot Investments
Virginia
$252K +$77.2K +1,601 +44%
AQA
1742
Alpha Quant Advisors
Texas
$251K – – –
SWRP
1743
Summit Wealth & Retirement Planning
California
$250K -$36.3K -750 -13%
CHP
1744
Cable Hill Partners
Oregon
$249K -$101K -2,090 -29%
RF
1745
RHS Financial
California
$249K -$18.9K -390 -7%
GS
1746
Gagnon Securities
New York
$249K – – –
SEIA
1747
Signature Estate & Investment Advisors
California
$249K +$4.83K +100 +2%
AHC
1748
Adell Harriman & Carpenter
Texas
$248K -$50.3K -1,040 -17%
SSG
1749
Summit Securities Group
New York
$246K -$203K -4,200 -45%
CIA
1750
Caledonia Investments (Australia)
Australia
$246K -$3.38K -70 -1%
68 69
70
71 72