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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 %
RF
2026
RHS Financial
California
– -$249K -5,147 Closed
CPA
2027
Capital Planning Advisors
California
– -$243K -5,030 Closed
PL
2028
Parthenon LLC
Kentucky
– -$243K -5,029 Closed
IWP
2029
Icon Wealth Partners
Texas
– -$240K -4,972 Closed
JF
2030
JSF Financial
California
– -$234K -4,846 Closed
STMM
2031
South Texas Money Management
Texas
– -$231K -4,785 Closed
MWM
2032
MinichMacGregor Wealth Management
New York
– -$231K -4,744 Closed
NFG
2033
Nations Financial Group
Iowa
– -$229K -4,732 Closed
AIA
2034
Angeles Investment Advisors
California
– -$228K -4,727 Closed
PM
2035
Parametrica Management
Hong Kong
– -$222K -4,600 Closed
CCP
2036
Cardan Capital Partners
Colorado
– -$222K -4,594 Closed
CIP
2037
Capital Insight Partners
Arizona
– -$218K -4,519 Closed
LC
2038
Loews Corp
New York
– -$217K -4,501 Closed
PPP
2039
Private Portfolio Partners
New Jersey
– -$217K -4,498 Closed
CCC
2040
Chelsea Counsel Company
California
– -$217K -4,495 Closed
AAM
2041
Autus Asset Management
Arizona
– -$215K -4,452 Closed
XWM
2042
Xcel Wealth Management
Florida
– -$212K -4,398 Closed
NB
2043
Northwest Bancshares
Pennsylvania
– -$212K -4,396 Closed
AAM
2044
American Asset Management
Florida
– -$207K -4,275 Closed
WSCM
2045
Wellington Shields Capital Management
New York
– -$205K -4,238 Closed
DDC
2046
DF Dent & Co
Maryland
– -$203K -4,211 Closed
HFS
2047
Howard Financial Services
Texas
– -$203K -4,204 Closed
ECM
2048
Ensemble Capital Management
California
– -$203K -4,200 Closed
HI
2049
Harrington Investments
California
– -$203K -4,194 Closed
AF
2050
Aldebaran Financial
– -$202K -4,181 Closed
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82
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