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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 %
UCI
626
Uncommon Cents Investing
Wisconsin
$4.84M -$51.4K -1,020 -1%
FWM
627
Frontier Wealth Management
Missouri
$4.82M +$1.26M +25,012 +35%
SCM
628
Schnieders Capital Management
California
$4.81M +$83.2K +1,650 +2%
KFP
629
KMG Fiduciary Partners
Ohio
$4.8M +$1.19M +23,676 +33%
CP
630
Cumberland Partners
Ontario, Canada
$4.8M +$1.27M +25,134 +36%
KRSITF
631
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.77M +$516K +10,239 +12%
CIA
632
Cascade Investment Advisors
Oregon
$4.72M +$135K +2,442 +3%
MHIC
633
Marble Harbor Investment Counsel
Massachusetts
$4.68M +$88.3K +1,750 +2%
BHIA
634
Birch Hill Investment Advisors
Massachusetts
$4.63M -$69.5K -1,378 -1%
CWM
635
Concentric Wealth Management
California
$4.59M +$17.1K +339 +0.4%
LBC
636
Lowe Brockenbrough & Co
Virginia
$4.59M – – –
CK
637
Cohen Klingenstein
New York
$4.59M – – –
BCM
638
Brookmont Capital Management
Texas
$4.58M +$560K +11,107 +14%
KS
639
Karpas Strategies
Connecticut
$4.56M +$1.82K +36 +0%
NCM
640
Narwhal Capital Management
Georgia
$4.56M -$312K -6,177 -6%
ATC
641
Argent Trust Co
Tennessee
$4.55M +$16.8K +333 +0.4%
PTB
642
Pioneer Trust Bank
Oregon
$4.53M +$548K +10,870 +14%
ECM
643
Elgethun Capital Management
South Dakota
$4.52M +$182K +3,643 +4%
AC
644
Addenda Capital
Quebec, Canada
$4.49M -$717K -14,214 -14%
WT
645
Washington Trust
Rhode Island
$4.47M -$42K -814 -0.9%
LDB
646
Lee, Danner & Bass
Tennessee
$4.45M -$162K -3,209 -4%
CA
647
Clearstead Advisors
Ohio
$4.45M -$140K -2,779 -3%
GFA
648
Gifford Fong Associates
California
$4.44M – – –
MHC
649
Meyer Handelman Company
New York
$4.42M – – –
FA
650
FDx Advisors
Illinois
$4.38M -$3.4M -67,476 -44%
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