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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 %
TC
1901
Trust Company
Kansas
$92K – – –
CIR
1902
Clear Investment Research
Georgia
$88K – – –
GCM
1903
Gables Capital Management
Florida
$87K – – –
PR
1904
Payden & Rygel
California
$87K – – –
AA
1905
Advisory Alpha
Michigan
$85.6K +$85.6K +1,832 New
NIM
1906
NuWave Investment Management
New Jersey
$83K +$80K +1,648 +2,702%
SA
1907
SRH Advisors
Kansas
$80K -$19.4K -400 -20%
LWM
1908
Lenox Wealth Management
Ohio
$80K +$17.2K +358 +27%
FNBOSM
1909
First National Bank of South Miami
Florida
$77K – – –
FMTCOCP
1910
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K +$4.5K +93 +6%
CWA
1911
Clarus Wealth Advisors
Arizona
$75K +$70.9K +1,467 +1,746%
MWM
1912
Mascoma Wealth Management
New Hampshire
$71K – – –
JWA
1913
JFS Wealth Advisors
Pennsylvania
$70K +$14K +288 +25%
TC
1914
Truvestments Capital
Florida
$68K +$68K +1,400 New
PWMG
1915
Prestige Wealth Management Group
New Jersey
$67K -$58K -1,202 -46%
BWM
1916
Baystate Wealth Management
Massachusetts
$67K +$4.15K +87 +7%
CWM
1917
Cranbrook Wealth Management
Michigan
$65K – – –
AJ
1918
Ashburton (Jersey)
Jersey
$63K – – –
LF
1919
Lee Financial
Texas
$61K -$60.2K -1,245 -50%
NC
1920
NewSquare Capital
Pennsylvania
$61K -$2.92K -60 -5%
SGAM
1921
Smith Group Asset Management
Texas
$60K +$1.94K +40 +3%
JIP
1922
JBJ Investment Partners
South Carolina
$60K +$60K +1,234 New
FIA
1923
FNY Investment Advisers
New York
$60K +$60K +1,250 New
IAS
1924
IMA Advisory Services
Colorado
$58K +$58K +1,200 New
CWM
1925
Catamount Wealth Management
Connecticut
$58K +$58K +1,200 New
75 76
77
78 79