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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 %
PCM
526
Palouse Capital Management
Washington
$7.12M -$133K -2,640 -2%
BSW
527
Buckingham Strategic Wealth
Missouri
$7.11M -$104K -2,061 -1%
EDRH
528
Edmond de Rothschild Holding
Switzerland
$7.11M -$58K -1,150 -0.8%
FG
529
Fiduciary Group
Georgia
$7.1M +$408K +8,080 +6%
IPGDR
530
Investidor Profissional Gestao de Recursos
Brazil
$7.08M +$7.08M +140,261 New
UAM
531
UAS Asset Management
New York
$6.88M +$6.88M +136,480 New
PPCM
532
Pillar Pacific Capital Management
California
$6.84M -$15.4K -305 -0.2%
ECM
533
Estabrook Capital Management
New York
$6.83M +$791K +15,691 +13%
BOS
534
Bingham Osborn & Scarborough
California
$6.79M -$20.8K -412 -0.3%
CMTU
535
Capital Markets Trading (UK)
United Kingdom
$6.72M +$2.52M +50,013 +60%
BC
536
Burleson & Co
California
$6.65M -$2.65K -52 -0%
SBH
537
Segall Bryant & Hamill
Illinois
$6.63M -$631K -12,511 -9%
WTC
538
WhitTier Trust Company
Nevada
$6.62M -$690K -13,678 -9%
BFG
539
Beacon Financial Group
Texas
$6.6M -$115K -2,258 -2%
FG
540
FSI Group
Ohio
$6.59M -$1.55M -30,687 -19%
SFS
541
Sowell Financial Services
Arkansas
$6.57M +$6.57M +130,259 New
PI
542
PGGM Investments
Netherlands
$6.56M – – –
SLI
543
Sumitomo Life Insurance
Japan
$6.54M -$835K -16,562 -11%
MERSOM
544
Municipal Employees' Retirement System of Michigan
Michigan
$6.49M – – –
SS
545
Sunbelt Securities
Texas
$6.46M +$5.3M +105,082 +459%
CCA
546
Cobblestone Capital Advisors
New York
$6.31M +$5.5M +109,093 +680%
SM
547
Soapstone Management
Maryland
$6.31M -$10.1M -200,000 -62%
OC
548
Oppenheimer & Co
New York
$6.27M +$183K +3,628 +3%
CI
549
Cigna Investments
Connecticut
$6.19M +$209K +4,046 +3%
LA
550
Lynch & Associates
Indiana
$6.18M +$281K +5,578 +5%
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