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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 %
CFG
1826
CKW Financial Group
Hawaii
$205K – – –
WSCM
1827
Wellington Shields Capital Management
New York
$205K +$205K +4,238 New
BST
1828
Bath Savings Trust
Maine
$204K +$204K +4,217 New
VAM
1829
Verity Asset Management
North Carolina
$204K +$204K +4,228 New
DDC
1830
DF Dent & Co
Maryland
$203K -$44.2K -916 -18%
TAM
1831
Trillium Asset Management
Massachusetts
$203K +$203K +4,191 New
HI
1832
Harrington Investments
California
$203K +$203K +4,194 New
ECM
1833
Ensemble Capital Management
California
$203K +$203K +4,200 New
HFS
1834
Howard Financial Services
Texas
$203K +$203K +4,204 New
SCP
1835
Sandhill Capital Partners
New York
$202K +$202K +4,172 New
AF
1836
Aldebaran Financial
$202K +$202K +4,181 New
FC
1837
FCA Corp
Texas
$201K +$201K +4,161 New
SFP
1838
Shepherd Financial Partners
Massachusetts
$200K +$200K +4,138 New
JGIA
1839
Jackson Grant Investment Advisers
Connecticut
$197K -$122K -2,518 -38%
QAM
1840
QCI Asset Management
New York
$197K -$6.62K -137 -3%
EWM
1841
Elmwood Wealth Management
California
$194K +$186K +3,851 +2,252%
PGWM
1842
Parisi Gray Wealth Management
New Jersey
$193K -$35.7K -739 -16%
MFBTD
1843
MB Financial Bank - Trust Department
Illinois
$192K +$7.96K +165 +4%
SIAS
1844
Shine Investment Advisory Services
Colorado
$190K +$532 +11 +0.3%
PCA
1845
Peddock Capital Advisors
Massachusetts
$189K -$9.68K -200 -5%
ATC
1846
Adirondack Trust Company
New York
$187K -$973 -20 -0.5%
FFC
1847
First Financial Corp
Indiana
$186K -$46K -955 -20%
IP
1848
Intellectus Partners
California
$184K – – –
CAM
1849
Close Asset Management
United Kingdom
$184K +$184K +3,800 New
HWA
1850
Heritage Wealth Advisors
Virginia
$183K – – –
72 73
74
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