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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 %
SCP
2051
Sandhill Capital Partners
New York
– -$202K -4,172 Closed
FC
2052
FCA Corp
Texas
– -$201K -4,161 Closed
SFP
2053
Shepherd Financial Partners
Massachusetts
– -$200K -4,138 Closed
PGWM
2054
Parisi Gray Wealth Management
New Jersey
– -$193K -3,992 Closed
PCA
2055
Peddock Capital Advisors
Massachusetts
– -$189K -3,905 Closed
IP
2056
Intellectus Partners
California
– -$184K -3,818 Closed
CAM
2057
Close Asset Management
United Kingdom
– -$184K -3,800 Closed
LC
2058
Lavaca Capital
Texas
– -$161K -3,327 Closed
WA
2059
Winfield Associates
Ohio
– -$135K -2,785 Closed
AIA
2060
Alera Investment Advisors
Illinois
– -$126K -2,616 Closed
CWM
2061
Cedar Wealth Management
California
– -$116K -2,410 Closed
FNC
2062
First National Corp
Massachusetts
– -$94K -1,941 Closed
SAM
2063
Strategy Asset Managers
California
– -$93K -1,917 Closed
AA
2064
Advisory Alpha
Michigan
– -$85.6K -1,832 Closed
FIA
2065
FNY Investment Advisers
New York
– -$60K -1,250 Closed
JIP
2066
JBJ Investment Partners
South Carolina
– -$60K -1,234 Closed
IAS
2067
IMA Advisory Services
Colorado
– -$58K -1,200 Closed
WCM
2068
WealthBridge Capital Management
Ohio
– -$50K -1,067 Closed
PWM
2069
PRW Wealth Management
Massachusetts
– -$28K -593 Closed
HCA
2070
Horan Capital Advisors
Ohio
– -$27K -555 Closed
OFS
2071
Orrstown Financial Services
Pennsylvania
– -$25K -515 Closed
SHIM
2072
Stone House Investment Management
Pennsylvania
– -$20K -406 Closed
BAM
2073
Bruderman Asset Management
New York
– -$14K -286 Closed
BBA
2074
Braun-Bostich & Associates
Pennsylvania
– -$13K -276 Closed
SPL
2075
Smart Portfolios LLC
Washington
– -$10K -204 Closed
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