WFC icon

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 %
GTAM
1951
Global Trust Asset Management
Florida
$36K – – –
CFA
1952
Camarda Financial Advisors
Florida
$33K +$3.63K +76 +12%
RBC
1953
Roble Belko & Company
Pennsylvania
$33K +$10.4K +218 +46%
BEI
1954
Benjamin Edwards Inc
Missouri
$33K +$33K +675 New
BL
1955
Balentine LLC
Georgia
$32K -$5.53K -116 -15%
TFGT
1956
TS Financial Group (TSFG)
Illinois
$32K +$32K +652 New
ST
1957
Sageworth Trust
Pennsylvania
$30K -$74.6K -1,546 -71%
FWM
1958
Focused Wealth Management
New York
$30K – – –
JAM
1959
JCIC Asset Management
Ontario, Canada
$30K – – –
PWM
1960
PRW Wealth Management
Massachusetts
$28K -$210K -4,440 -88%
VIMU
1961
Veritas Investment Management (UK)
United Kingdom
$27K – – –
HCA
1962
Horan Capital Advisors
Ohio
$27K +$27K +555 New
MCM
1963
MV Capital Management
Maryland
$25K -$106K -2,185 -81%
NCM
1964
New Capital Management
Texas
$25K – – –
HDIM
1965
Hanson & Doremus Investment Management
Vermont
$25K +$6.03K +125 +32%
OFS
1966
Orrstown Financial Services
Pennsylvania
$25K +$13.9K +287 +126%
CFN
1967
Cordasco Financial Network
Florida
$24K – – –
PCM
1968
Penserra Capital Management
California
$24K +$24K +498 New
RAM
1969
Riggs Asset Management
Pennsylvania
$23K – – –
TCM
1970
TD Capital Management
Tennessee
$21K -$247 -5 -1%
RTC
1971
Riverview Trust Company
Washington
$21K +$21K +432 New
SIS
1972
Sound Income Strategies
Florida
$20K – – –
LFG
1973
Larson Financial Group
Missouri
$20K +$147 +3 +0.7%
SHIM
1974
Stone House Investment Management
Pennsylvania
$20K +$20K +406 New
WA
1975
WP Advisors
California
$17.3K +$1.06K +2,202 +7%
77 78
79
80 81