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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 %
AIM
1826
Advantage Investment Management
Iowa
$124K -$15.3K -322 -11%
WOC
1827
West Oak Capital
California
$121K – – –
DOA
1828
D'Orazio & Associates
Virginia
$120K -$2.7K -57 -2%
CAC
1829
Certified Advisory Corp
Florida
$114K -$12.2K -259 -10%
AFIA
1830
America First Investment Advisors
Nebraska
$114K – – –
LFG
1831
LifePlan Financial Group
Ohio
$109K – – –
FA
1832
Fortis Advisors
Pennsylvania
$107K – – –
JWM
1833
Janiczek Wealth Management
Colorado
$105K – – –
LA
1834
Legacy Advisors
Pennsylvania
$105K +$49.7K +1,050 +90%
WC
1835
Whitnell & Co
Illinois
$103K +$190 +4 +0.2%
AOWM
1836
Alpha Omega Wealth Management
Virginia
$102K +$236 +5 +0.2%
MA
1837
MCF Advisors
Kentucky
$100K -$54.4K -1,149 -35%
RIA
1838
RPG Investment Advisory
California
$100K – – –
AJ
1839
Ashburton (Jersey)
Jersey
$100K +$38.7K +821 +63%
MS
1840
Mizuho Securities
Japan
$95K +$95K +2,000 New
SAM
1841
Security Asset Management
New York
$94K – – –
HIM
1842
Hillsdale Investment Management
Ontario, Canada
$92K – – –
VC
1843
Vestor Capital
Illinois
$91K -$87.2K -1,843 -49%
CCMW
1844
Cypress Capital Management (Wyoming)
Wyoming
$91K +$47 +1 +0.1%
PFC
1845
Phocas Financial Corp
California
$91K +$91K +1,930 New
EWM
1846
Elmwood Wealth Management
California
$90K -$99.6K -2,113 -53%
CIR
1847
Clear Investment Research
Georgia
$86K – – –
PR
1848
Payden & Rygel
California
$85K – – –
GCM
1849
Gables Capital Management
Florida
$85K – – –
VCM
1850
Versant Capital Management
Arizona
$81K -$27.4K -586 -25%
72 73
74
75 76