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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 %
Cerity Partners
476
Cerity Partners
New York
$9.28M +$240K +4,754 +3%
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$9.2M -$933K -18,499 -9%
BBI
478
Baxter Bros Inc
Connecticut
$9.14M -$160K -3,169 -2%
SAM
479
Sompo Asset Management
Japan
$9.02M +$612K +12,130 +7%
SW
480
SVB Wealth
Massachusetts
$9.02M -$2.28M -45,188 -20%
SI
481
Stephens Inc
Arkansas
$8.98M -$97.5K -1,933 -1%
HNB
482
Huntington National Bank
Ohio
$8.9M -$648K -12,855 -7%
RCM
483
Riverhead Capital Management
Delaware
$8.85M -$339K -6,730 -4%
TCM
484
Tran Capital Management
California
$8.82M +$8.82M +174,950 New
TCM
485
Tufton Capital Management
Maryland
$8.75M +$86.1K +1,706 +1%
KOCAA
486
Knights of Columbus Asset Advisors
Connecticut
$8.72M +$658K +13,050 +8%
Fayez Sarofim & Co
487
Fayez Sarofim & Co
Texas
$8.62M -$6.32M -125,381 -42%
HIMC
488
Heritage Investors Management Corp
Maryland
$8.59M -$1.35M -26,706 -14%
RMC
489
Resources Management Corp
Connecticut
$8.47M +$8.47M +167,882 New
PA
490
Profund Advisors
Maryland
$8.47M +$1.61M +31,897 +23%
AIM
491
AMI Investment Management
Indiana
$8.41M +$340K +6,740 +4%
HIC
492
Harbor Island Capital
Massachusetts
$8.34M +$843K +16,710 +11%
Wellington Management Group
493
Wellington Management Group
Massachusetts
$8.34M -$157M -3,122,346 -95%
BNP Paribas Asset Management
494
BNP Paribas Asset Management
France
$8.34M -$12.1M -240,579 -59%
PAG
495
Private Advisor Group
New Jersey
$8.2M +$2.08M +40,860 +34%
HTC
496
Haverford Trust Company
Pennsylvania
$8.05M +$7.52K +149 +0.1%
RBA
497
Richard Bernstein Advisors
New York
$8.04M -$1.07M -21,193 -12%
ABC
498
Associated Banc-Corp
Wisconsin
$8.04M +$244K +4,846 +3%
CCM
499
Channing Capital Management
Illinois
$7.96M +$1.08M +21,394 +16%
AWM
500
Arbor Wealth Management
Florida
$7.95M +$553K +10,963 +7%
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