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Wells Fargo
WFC

Overview Fund Activity

1,935 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 715 increasing their positions, 877 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.5%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.68%
New
106
Increased
715
Reduced
877
Closed
107
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
3
ClearBridge Investments
ClearBridge Investments
New York
+$196M
4
Goldman Sachs
Goldman Sachs
New York
+$151M
5
Victory Capital Management
Victory Capital Management
Texas
+$144M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.59B
2
Capital International Investors
Capital International Investors
California
-$1.18B
3
BlackRock
BlackRock
New York
-$456M
4
BBHC
Brown Brothers Harriman & Co
New York
-$413M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
301
Los Angeles Capital Management
California
$27.8M -$9.71M -192,601 -26%
Diamond Hill Capital Management
302
Diamond Hill Capital Management
Ohio
$27.6M -$21.4M -423,760 -44%
LTFS
303
Ladenburg Thalmann Financial Services
Florida
$27.5M -$458K -9,082 -2%
Teacher Retirement System of Texas
304
Teacher Retirement System of Texas
Texas
$27.4M +$1.58M +31,398 +6%
OAM
305
Oppenheimer Asset Management
New York
$27.1M +$531K +10,523 +2%
MOACM
306
Mutual of America Capital Management
New York
$27.1M -$259K -5,140 -0.9%
BIM
307
Bridges Investment Management
Nebraska
$27M +$1.93M +38,279 +8%
ICP
308
Ironvine Capital Partners
Nebraska
$26.9M +$4.76M +94,355 +21%
Creative Planning
309
Creative Planning
Kansas
$26.9M -$1.25M -24,691 -4%
BBHC
310
Brown Brothers Harriman & Co
New York
$26.6M -$413M -8,180,315 -94%
Swedbank
311
Swedbank
Sweden
$26.4M – – –
PG
312
Pendal Group
Australia
$26.2M +$7.59M +150,548 +41%
VRS
313
Virginia Retirement Systems
Virginia
$26.2M – – –
DnB Asset Management
314
DnB Asset Management
Norway
$26.2M +$987K +19,571 +4%
CPSAC
315
Chas P. Smith & Associates (CPS)
Florida
$25.7M +$731K +14,495 +3%
UCFA
316
United Capital Financial Advisors
Texas
$25.5M -$1.38M -27,286 -5%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$25.4M +$2.13M +42,206 +9%
VDI
318
Vaughan David Investments
Illinois
$25.3M +$363K +7,205 +1%
FCM
319
Flinton Capital Management
Pennsylvania
$25.1M -$6.2M -122,832 -20%
RCAMU
320
Rothschild & Co Asset Management US
Connecticut
$24.7M -$334K -6,622 -1%
SRAM
321
Stone Ridge Asset Management
New York
$24.6M +$777K +15,400 +3%
KIA
322
KCM Investment Advisors
California
$24.2M +$328K +6,507 +1%
PP
323
Paloma Partners
Connecticut
$23.9M +$19.5M +386,727 +441%
MAA
324
Matrix Asset Advisors
New York
$23.6M +$543K +10,764 +2%
TIM
325
Tikehau Investment Management
France
$23.4M +$5.62M +111,340 +32%
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