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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 %
TI
1726
Truepoint Inc
Ohio
$235K +$235K +4,963 New
LFA
1727
Legacy Financial Advisors
Kentucky
$233K -$38.9K -823 -14%
CBTWT
1728
Community Bank & Trust (Waco, Texas)
Texas
$233K – – –
CG
1729
Corundum Group
Colorado
$233K +$1.75K +37 +0.8%
RCG
1730
Ruane, Cunniff & Goldfarb
New York
$232K -$46.1K -974 -17%
ACG
1731
Allen Capital Group
Nebraska
$232K -$19K -400 -8%
CNB
1732
Camden National Bank
Maine
$232K -$4.5K -95 -2%
TFCP
1733
Twin Focus Capital Partners
Massachusetts
$232K +$232K +4,894 New
BFA
1734
Benedict Financial Advisors
Georgia
$231K +$615 +13 +0.3%
WI
1735
Wedgewood Investors
Pennsylvania
$231K +$7.01K +148 +3%
HR
1736
Hayden Royal
North Carolina
$231K +$231K +4,908 New
DW
1737
Domani Wealth
Pennsylvania
$230K -$42.8K -903 -16%
QPWM
1738
Quadrant Private Wealth Management
Pennsylvania
$229K -$19.9K -421 -8%
BMCM
1739
Bryn Mawr Capital Management
Pennsylvania
$227K – – –
JWBC
1740
J.W. Burns & Co
New York
$226K – – –
WAP
1741
Wealthcare Advisory Partners
Pennsylvania
$225K -$6.71K -142 -3%
TAM
1742
Tealwood Asset Management
Minnesota
$224K -$2.65K -56 -1%
NP
1743
NS Partners
United Kingdom
$224K – – –
CAM
1744
Cozad Asset Management
Illinois
$223K -$8.34K -176 -4%
CWM
1745
Cabot Wealth Management
Massachusetts
$223K – – –
HWA
1746
Heritage Wealth Advisors
Virginia
$223K +$42.9K +907 +24%
GEA
1747
Glen Eagle Advisors
New Jersey
$223K +$95 +2 +0%
WCWM
1748
Willow Creek Wealth Management
California
$222K – – –
FI
1749
Fosun International
China
$222K – – –
SEIA
1750
Signature Estate & Investment Advisors
California
$221K -$23.7K -500 -10%
68 69
70
71 72