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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 %
JAM
1901
JCIC Asset Management
Ontario, Canada
$30K – – –
LWA
1902
Lenox Wealth Advisors
New York
$29K -$96.8K -2,046 -77%
TFGT
1903
TS Financial Group (TSFG)
Illinois
$29K -$2.25K -47 -7%
FWM
1904
Focused Wealth Management
New York
$29K – – –
VIMU
1905
Veritas Investment Management (UK)
United Kingdom
$26K – – –
NCM
1906
New Capital Management
Texas
$25K – – –
MCM
1907
MV Capital Management
Maryland
$25K +$1.12K +24 +5%
EWA
1908
Evolution Wealth Advisors
Florida
$25K +$25K +536 New
ST
1909
Sageworth Trust
Pennsylvania
$24K -$5.8K -121 -19%
CFN
1910
Cordasco Financial Network
Florida
$24K – – –
PCMK
1911
Paragon Capital Management (Kansas)
Kansas
$24K +$20K +425 +506%
RAM
1912
Riggs Asset Management
Pennsylvania
$23K – – –
RBC
1913
Roble Belko & Company
Pennsylvania
$22K -$10.1K -218 -32%
TCM
1914
TD Capital Management
Tennessee
$20K – – –
LFG
1915
Larson Financial Group
Missouri
$20K +$194 +4 +1%
HDIM
1916
Hanson & Doremus Investment Management
Vermont
$19K -$6.04K -125 -24%
RTC
1917
Riverview Trust Company
Washington
$18K -$2.68K -56 -13%
SIS
1918
Sound Income Strategies
Florida
$18K -$1.28K -27 -7%
NIM
1919
NuWave Investment Management
New Jersey
$17K -$63.9K -1,350 -79%
W
1920
WealthStone
Ohio
$14K +$14K +296 New
CBT
1921
Central Bank & Trust
Kentucky
$14K – – –
EAM
1922
Eukles Asset Management
Ohio
$13K +$2.29K +50 +21%
FNBOSM
1923
First National Bank of South Miami
Florida
$12K -$65.9K -1,339 -85%
AWM
1924
AllSquare Wealth Management
New York
$11K – – –
GWA
1925
Guidant Wealth Advisors
Illinois
$11K – – –
75 76
77
78 79