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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 %
WP
576
WealthPLAN Partners
Nebraska
$5.73M +$3.58M +67,142 +167%
MYAM
577
Meiji Yasuda Asset Management
Japan
$5.71M -$920K -18,235 -14%
AMM
578
American Money Management
California
$5.69M +$556K +11,019 +11%
HAI
579
Hennessy Advisors Inc
California
$5.69M +$267K +5,300 +5%
WCM
580
Weik Capital Management
Pennsylvania
$5.67M +$11.1K +221 +0.2%
AP
581
Advisor Partners
California
$5.65M +$1.5M +29,793 +36%
CG
582
Cutler Group
California
$5.64M +$5.34M +105,847 +1,765%
FTIOP
583
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.62M -$415K -8,236 -7%
FNFDCM
584
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.62M -$210K -4,169 -4%
SCI
585
S&CO Inc
Massachusetts
$5.61M -$55.9K -1,108 -1%
BFIM
586
Beese Fulmer Investment Management
Ohio
$5.6M +$161K +3,195 +3%
AC
587
Allstate Corporation
Illinois
$5.6M +$4.77M +94,641 +580%
AWM
588
AE Wealth Management
Kansas
$5.6M -$346K -6,858 -6%
SF
589
Synovus Financial
Georgia
$5.59M +$50.9K +1,008 +0.9%
BPCE
590
Bank Pictet & Cie (Europe)
Germany
$5.55M +$85.4K +1,693 +2%
BWM
591
BerganKDV Wealth Management
Minnesota
$5.51M +$43.8K +868 +0.8%
Flossbach Von Storch
592
Flossbach Von Storch
Germany
$5.45M +$27.7K +550 +0.5%
DWT
593
Dorsey & Whitney Trust
South Dakota
$5.37M +$394K +7,806 +8%
WIC
594
Woodmont Investment Counsel
Tennessee
$5.36M +$466K +9,245 +10%
LI
595
Lafayette Investments
Maryland
$5.36M -$129K -2,550 -2%
CCP
596
Corient Capital Partners
California
$5.34M +$538K +10,658 +11%
PIA
597
Piedmont Investment Advisors
North Carolina
$5.31M +$255K +5,047 +5%
ISB
598
Iowa State Bank
Iowa
$5.3M -$47.8K -947 -0.9%
BCM
599
Bluefin Capital Management
New York
$5.3M +$4.8M +95,176 +964%
RSVP
600
Ramsay Stattman Vela & Price
Colorado
$5.28M +$58.7K +1,164 +1%
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