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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 %
AW
1776
Alpha Windward
Massachusetts
$206K -$3.82K -79 -2%
GAB
1777
German American Bancorp
Indiana
$206K – – –
NAM
1778
NTV Asset Management
West Virginia
$205K -$864K -18,270 -81%
SIC
1779
Sigma Investment Counselors
Michigan
$204K – – –
WI
1780
Wintrust Investments
Illinois
$204K – – –
BC
1781
Barnett & Company
Tennessee
$204K – – –
TAM
1782
Trillium Asset Management
Massachusetts
$204K +$5.95K +126 +3%
PFA
1783
Pathway Financial Advisors
Vermont
$204K +$204K +4,319 New
AIM
1784
ARGA Investment Management
Connecticut
$203K -$1.94M -40,941 -91%
COI
1785
Capital One Investing
Virginia
$203K -$121K -2,560 -37%
EFSCE
1786
Enterprise Financial Services Corp (EFSC)
Missouri
$202K -$8.68K -183 -4%
FPCP
1787
Fort Point Capital Partners
California
$202K -$5.16K -109 -2%
TF
1788
Tompkins Financial
New York
$201K -$69.7K -1,470 -26%
APG
1789
Abacus Planning Group
South Carolina
$201K -$14.2K -299 -7%
CFG
1790
CKW Financial Group
Hawaii
$201K – – –
LRIA
1791
Leonard Rickey Investment Advisors
Washington
$201K +$201K +4,253 New
HWMG
1792
Hurlow Wealth Management Group
Indiana
$200K – – –
ACA
1793
Atlas Capital Advisors
Wyoming
$199K +$93.8K +1,982 +89%
DWM
1794
Destination Wealth Management
California
$198K +$81.4K +1,724 +70%
JGIA
1795
Jackson Grant Investment Advisers
Connecticut
$195K +$1.66K +35 +0.9%
Kayne Anderson Rudnick Investment Management
1796
Kayne Anderson Rudnick Investment Management
California
$190K -$33.4K -705 -15%
QAM
1797
QCI Asset Management
New York
$187K -$6.16K -130 -3%
SIAS
1798
Shine Investment Advisory Services
Colorado
$187K +$569 +12 +0.3%
ATC
1799
Adirondack Trust Company
New York
$182K – – –
FFC
1800
First Financial Corp
Indiana
$180K -$2.36K -50 -1%
70 71
72
73 74