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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 %
Squarepoint
601
Squarepoint
New York
$5.27M -$13.8M -273,186 -72%
CAN
602
Cetera Advisor Networks
California
$5.25M -$282K -5,600 -5%
IFAM
603
Institutional & Family Asset Management
Colorado
$5.23M -$31.8K -630 -0.6%
GIM
604
Greylin Investment Management
Virginia
$5.23M -$273K -5,405 -5%
CB
605
Cadence Bank
Mississippi
$5.22M +$163K +3,238 +3%
FCBT
606
First Citizens Bank & Trust
North Carolina
$5.22M +$80K +1,587 +2%
EGA
607
Eagle Global Advisors
Texas
$5.18M -$184K -3,646 -3%
CANC
608
Culbertson A N & Co
Virginia
$5.18M +$20.8K +412 +0.4%
WAS
609
Wesleyan Assurance Society
United Kingdom
$5.17M – – –
WJWM
610
Williams Jones Wealth Management
New York
$5.17M +$5.17M +102,429 New
EARNEST Partners
611
EARNEST Partners
Georgia
$5.16M +$9.18K +182 +0.2%
LW
612
Linscomb Wealth
Texas
$5.15M +$485K +9,619 +10%
PAM
613
Peak Asset Management
Colorado
$5.13M -$43.2K -856 -0.8%
TU
614
TDAM USA
Ontario, Canada
$5.12M +$10.4K +207 +0.2%
EWM
615
Evercore Wealth Management
New York
$5.11M -$122K -2,409 -2%
AAF
616
Andra AP-fonden
Sweden
$5.11M -$858K -17,000 -14%
PSUF
617
People's United Financial
Connecticut
$5.07M -$1.26M -25,034 -20%
CIA
618
Capital Investment Advisors
Georgia
$5.07M +$864K +17,121 +21%
NSEDCP
619
NJ State Employees Deferred Compensation Plan
New Jersey
$5.04M – – –
MAM
620
Mark Asset Management
New York
$5.04M +$5.04M +100,000 New
MAM
621
Majedie Asset Management
United Kingdom
$5.02M +$469K +9,293 +10%
PAM
622
Private Asset Management
California
$4.98M +$275K +5,461 +6%
BFS
623
Bradley Foster & Sargent
Connecticut
$4.97M -$441K -8,744 -8%
ACP
624
Ashfield Capital Partners
California
$4.91M -$11.5K -227 -0.2%
CIP
625
Convergence Investment Partners
Florida
$4.87M -$441K -8,750 -8%
23 24
25
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