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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 %
HWM
1926
Holloway Wealth Management
Florida
$10K -$11K – –
DPA
1927
Delphi Private Advisors
California
$10K – – –
EI
1928
Ellevest Inc
New York
$10K +$10K +216 New
APSP
1929
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
CAL
1930
Capital Advisors Ltd
Ohio
$8K -$4.89K -107 -38%
BAMG
1931
Brand Asset Management Group
Missouri
$8K – – –
TA
1932
TCG Advisors
Texas
$7K -$881 -20 -11%
BHWM
1933
Bay Harbor Wealth Management
Maryland
$7K – – –
LM
1934
Lincluden Management
Ontario, Canada
$6.29K -$55 -1,160 -0.9%
SIA
1935
SeaBridge Investment Advisors
New Jersey
$6K – – –
JPLA
1936
Joseph P. Lucia & Associates
New York
$5K -$239K -4,788 -98%
MFT
1937
Moisand Fitzgerald Tamayo
Florida
$5K – – –
UB
1938
UMB Bank
Missouri
$4.61K -$428 -9,047 -9%
BEI
1939
Benjamin Edwards Inc
Missouri
$4K -$32K -600 -89%
FCH
1940
Freestone Capital Holdings
Washington
$2.71K +$126 +2,670 +5%
TFA
1941
Toth Financial Advisory
Virginia
$2K – – –
LHC
1942
Little House Capital
Massachusetts
$1.5K +$3 +67 +0.2%
SL
1943
Salomon & Ludwin
Virginia
$1K -$133K -3,453 -99%
NL
1944
NVWM LLC
Pennsylvania
$1K – – –
NDSI
1945
Newman Dignan & Sheerar Inc
Rhode Island
$705 -$137 -2,900 -16%
CT
1946
Chicago Trust
Illinois
$536 +$33 +700 +7%
MWM
1947
Meridian Wealth Management
Kentucky
$496 +$496 +1,049 New
BRWM
1948
B. Riley Wealth Management
Tennessee
$340 -$4 -95 -1%
WIM
1949
Westside Investment Management
California
$12 +$12 +260 New
KSCM
1950
Key Square Capital Management
Connecticut
– -$71.4M -1,477,600 Closed
76 77
78
79 80