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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 %
GWMIA
1876
Global Wealth Management Investment Advisory
Florida
$56K +$4.91K +103 +10%
MCA
1877
Mercer Capital Advisers
New Jersey
$55K +$47 +1 +0.1%
BL
1878
Balentine LLC
Georgia
$54K +$22K +461 +69%
MWC
1879
MBM Wealth Consultants
Missouri
$53K – – –
LWS
1880
Lucia Wealth Services
California
$52K – – –
KPCM
1881
Kings Point Capital Management
New York
$51K +$2.54K +54 +5%
TFA
1882
Transamerica Financial Advisors
Florida
$51K +$51K +1,076 New
TIM
1883
Tortoise Investment Management
New York
$50K +$812 +17 +2%
KFS
1884
Kelly Financial Services
Massachusetts
$47.3K +$1.61K +34 +4%
WAM
1885
Westport Asset Management
Connecticut
$47K – – –
BRC
1886
Bell Rock Capital
Delaware
$46K -$109K -2,334 -70%
TCCM
1887
Timber Creek Capital Management
Massachusetts
$46K – – –
WCG
1888
Weaver Consulting Group
California
$46K – – –
MAM
1889
Marquette Asset Management
Minnesota
$44K – – –
AIS
1890
Accurate Investment Solutions
Pennsylvania
$44K +$94 +2 +0.2%
SFG
1891
SevenBridge Financial Group
Pennsylvania
$40K +$3.08K +100 +8%
GTAM
1892
Global Trust Asset Management
Florida
$40K +$34.6K +4,765 +643%
LPWM
1893
Lake Point Wealth Management
Texas
$39K – – –
SCA
1894
Stuart Chaussee & Associates
California
$37K – – –
FGAM
1895
Financial Gravity Asset Management
Texas
$35K -$1.25K -26 -3%
HIIFS
1896
Harel Insurance Investments & Financial Services
Israel
$33K -$15.1M -324,526 -100%
CFA
1897
Camarda Financial Advisors
Florida
$33K – – –
NCM
1898
Next Capital Management
New York
$32K +$32K +685 New
CT
1899
Clearstead Trust
Maine
$31K -$18K -375 -37%
SIAP
1900
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K -$9.43K -200 -24%
74 75
76
77 78