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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 %
BOPW
2076
Brandywine Oak Private Wealth
Pennsylvania
– -$264K -5,732 Closed
DP
2077
Dearborn Partners
Illinois
– -$256K -5,553 Closed
CWM
2078
Centric Wealth Management
Illinois
– -$255K -5,541 Closed
CG
2079
CFO4Life Group
Texas
– -$246K -5,332 Closed
PSG
2080
Planning Solutions Group
Maryland
– -$244K -5,299 Closed
PFM
2081
Probabilities Fund Management
New York
– -$240K -5,217 Closed
PHAM
2082
Palisades Hudson Asset Management
Florida
– -$240K -5,207 Closed
SAM
2083
SignalPoint Asset Management
Missouri
– -$234K -5,079 Closed
SBAM
2084
Santa Barbara Asset Management
California
– -$231K -5,007 Closed
HR
2085
Hayden Royal
North Carolina
– -$230K -5,000 Closed
FFIC
2086
First Fiduciary Investment Counsel
Ohio
– -$262K -4,990 Closed
NFA
2087
Nuveen Fund Advisors
Illinois
– -$228K -4,942 Closed
WAMC
2088
Western Asset Management Company
California
– -$212K -4,600 Closed
HCM
2089
HMS Capital Management
Tennessee
– -$211K -4,580 Closed
AAS
2090
Annex Advisory Services
Wisconsin
– -$206K -4,466 Closed
GAMC
2091
Garner Asset Management Corp
Texas
– -$205K -4,458 Closed
BWM
2092
BT Wealth Management
Georgia
– -$209K -4,299 Closed
OCM
2093
Orser Capital Management
Texas
– -$212K -4,000 Closed
SMFG
2094
Sumitomo Mitsui Financial Group
Japan
– -$179K -3,930 Closed
T2I
2095
Turim 21 Investimentos
Brazil
– -$156K -3,380 Closed
WANY
2096
Wealthspire Advisors (New York)
New York
– -$152K -3,296 Closed
AIP
2097
Almanack Investment Partners
Pennsylvania
– -$123K -2,679 Closed
PHK
2098
Point72 Hong Kong
Hong Kong
– -$94K -2,047 Closed
PFC
2099
Phocas Financial Corp
California
– -$89K -1,930 Closed
RCG
2100
Ruggie Capital Group
Florida
– -$80K -1,726 Closed
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