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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 %
SQA
1876
Simon Quick Advisors
New Jersey
$132K -$30.5K -629 -19%
WAS
1877
Winch Advisory Services
Wisconsin
$132K +$1.21K +25 +0.9%
CAC
1878
Certified Advisory Corp
Florida
$129K +$89.3K +1,854 +225%
LWA
1879
Lenox Wealth Advisors
New York
$128K +$2.21K +46 +2%
TCM
1880
Tradewinds Capital Management
Washington
$127K -$56.8K -1,179 -31%
AIA
1881
Alera Investment Advisors
Illinois
$126K +$5.11K +106 +4%
DOA
1882
D'Orazio & Associates
Virginia
$125K +$107K +2,214 +584%
WOC
1883
West Oak Capital
California
$123K -$9.65K -200 -7%
KC
1884
Knuff & Co
California
$121K +$38.7K +800 +47%
DWM
1885
Destination Wealth Management
California
$119K -$32.2K -668 -21%
AFIA
1886
America First Investment Advisors
Nebraska
$117K – – –
CWM
1887
Cedar Wealth Management
California
$116K -$37.1K -770 -24%
VCM
1888
Versant Capital Management
Arizona
$112K -$15.4K -318 -12%
LFG
1889
LifePlan Financial Group
Ohio
$111K – – –
FA
1890
Fortis Advisors
Pennsylvania
$110K – – –
JWM
1891
Janiczek Wealth Management
Colorado
$108K +$921 +19 +0.9%
ACA
1892
Atlas Capital Advisors
Wyoming
$107K – – –
WC
1893
Whitnell & Co
Illinois
$105K +$146 +3 +0.1%
AOWM
1894
Alpha Omega Wealth Management
Virginia
$104K +$14.9K +310 +17%
RIA
1895
RPG Investment Advisory
California
$102K – – –
SAM
1896
Security Asset Management
New York
$96K – – –
FNC
1897
First National Corp
Massachusetts
$94K +$145 +3 +0.2%
HIM
1898
Hillsdale Investment Management
Ontario, Canada
$94K +$94K +1,940 New
CCMW
1899
Cypress Capital Management (Wyoming)
Wyoming
$93K – – –
SAM
1900
Strategy Asset Managers
California
$93K +$93K +1,917 New
74 75
76
77 78