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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 %
KC
1851
Knuff & Co
California
$80K -$37.6K -800 -32%
EWM
1852
Executive Wealth Management
Michigan
$80K +$28.8K +611 +56%
TC
1853
Trust Company
Kansas
$78K -$11.6K -247 -13%
SA
1854
SRH Advisors
Kansas
$78K – – –
TF
1855
TimeScale Financial
Massachusetts
$78K +$78K +1,653 New
EIP
1856
Ellis Investment Partners
Pennsylvania
$77K +$77K +1,624 New
AssetMark Inc
1857
AssetMark Inc
California
$75K -$87K -1,830 -54%
FMTCOCP
1858
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K – – –
CWA
1859
Clarus Wealth Advisors
Arizona
$74K +$662 +14 +0.9%
MWM
1860
Mascoma Wealth Management
New Hampshire
$69K – – –
JWA
1861
JFS Wealth Advisors
Pennsylvania
$68K – – –
LGWM
1862
Litman Gregory Wealth Management
California
$67K +$25.7K +541 +62%
SFSIG
1863
San Francisco Sentry Investment Group
California
$66K -$157K -3,334 -70%
BWM
1864
Baystate Wealth Management
Massachusetts
$66K -$426 -9 -0.6%
PWMG
1865
Prestige Wealth Management Group
New Jersey
$66K – – –
MF
1866
Manchester Financial
California
$66K +$66K +1,402 New
CWM
1867
Cranbrook Wealth Management
Michigan
$64K – – –
RWA
1868
Redhawk Wealth Advisors
Minnesota
$63K +$63K +1,326 New
LWM
1869
Lenox Wealth Management
Ohio
$61K -$16.7K -358 -22%
SGAM
1870
Smith Group Asset Management
Texas
$61K +$2.36K +50 +4%
LF
1871
Lee Financial
Texas
$60K +$565 +12 +1%
GT
1872
Glenmede Trust
Pennsylvania
$59.1K +$12.6K +267,051 +27%
TC
1873
Truvestments Capital
Florida
$59K -$7.4K -156 -11%
NC
1874
NewSquare Capital
Pennsylvania
$59K – – –
FEG
1875
Financial Enhancement Group
Indiana
$56K +$331 +7 +0.6%
73 74
75
76 77