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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 %
PCP
1801
Proficio Capital Partners
Massachusetts
$178K -$95.7K -2,021 -35%
LPIC
1802
LeJeune Puetz Investment Counsel
Michigan
$173K -$110K -2,323 -39%
GAM
1803
Gemmer Asset Management
California
$170K -$9.68K -204 -5%
APC
1804
Aspire Private Capital
North Carolina
$168K – – –
AP
1805
Arlington Partners
Alabama
$162K – – –
BCI
1806
Brinker Capital Investments
Pennsylvania
$157K +$14.1K +298 +10%
SLF
1807
Sun Life Financial
Ontario, Canada
$155K -$174K -3,677 -53%
NCM
1808
Nelson Capital Management
California
$155K +$9.44K +200 +6%
CA
1809
Centerpoint Advisors
Massachusetts
$152K – – –
RP
1810
Rowlandmiller & Partners
Georgia
$147K -$946 -20 -0.6%
CAGAS
1811
Capital Advisory Group Advisory Services
Minnesota
$147K – – –
BWL
1812
Bogart Wealth LLC
Virginia
$146K -$566 -12 -0.4%
BFC
1813
Bedel Financial Consulting
Indiana
$144K -$118K -2,486 -45%
VCM
1814
Vigilant Capital Management
Maine
$144K -$9.46K -200 -6%
IF
1815
Ironwood Financial
Arizona
$144K – – –
MUS
1816
Mitsubishi UFJ Securities
Japan
$144K +$144K +3,040 New
PFGIA
1817
Patriot Financial Group Insurance Agency
Massachusetts
$135K -$5.3K -112 -4%
OSNBOA
1818
Old Second National Bank of Aurora
Illinois
$134K -$16.5K -350 -11%
AIP
1819
Almanack Investment Partners
Pennsylvania
$134K +$134K +2,827 New
SQA
1820
Simon Quick Advisors
New Jersey
$133K +$3.6K +76 +3%
BWA
1821
BDO Wealth Advisors
Florida
$132K -$9.28K -196 -7%
WAS
1822
Winch Advisory Services
Wisconsin
$131K +$1.66K +35 +1%
BDWM
1823
Brewin Dolphin Wealth Management
Ireland
$130K – – –
SBL
1824
Sargent Bickham Lagudis
Colorado
$125K -$24.6K -519 -16%
TCM
1825
Tradewinds Capital Management
Washington
$125K +$237 +5 +0.2%
71 72
73
74 75