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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 %
AIA
651
Allied Investment Advisors
Montana
$4.36M +$140K +2,785 +3%
HRC
652
Hoertkorn Richard Charles
$4.36M -$27.7K -550 -0.6%
Credit Agricole
653
Credit Agricole
France
$4.34M -$801K -15,877 -16%
CAPTRUST Financial Advisors
654
CAPTRUST Financial Advisors
North Carolina
$4.32M -$154K -3,058 -3%
GG
655
Greenwood Gearhart
Arkansas
$4.3M -$3.93M -77,928 -48%
GIP
656
Granite Investment Partners
California
$4.3M -$301K -5,968 -7%
NEI
657
Northwest & Ethical Investments
Ontario, Canada
$4.26M -$552K -10,943 -11%
IG
658
ING Group
Netherlands
$4.24M -$26M -515,907 -86%
AMAL
659
Asset Management Advisors LLC
Oklahoma
$4.23M +$6.56K +130 +0.2%
DA
660
Duality Advisers
Florida
$4.22M +$4.22M +83,710 New
PA
661
Pinnacle Associates
New York
$4.18M +$19.3K +382 +0.5%
GWM
662
Geneos Wealth Management
Colorado
$4.17M -$195K -3,849 -4%
FWCM
663
Ferguson Wellman Capital Management
Oregon
$4.14M +$1.35M +26,733 +48%
AF
664
Alerus Financial
North Dakota
$4.13M +$359K +7,110 +10%
GCIA
665
Gabelli & Co Investment Advisers
New York
$4.12M – – –
VFA
666
Valeo Financial Advisors
Indiana
$4.12M +$236K +4,682 +6%
CIP
667
Chartwell Investment Partners
Pennsylvania
$4.12M -$360K -7,135 -8%
CBB
668
Citizens Business Bank
California
$4.1M +$289K +5,722 +8%
DIM
669
Delta Investment Management
California
$4.09M +$1.98M +39,251 +94%
OIM
670
Opus Investment Management
Massachusetts
$4.04M – – –
RCC
671
Red Cedar Capital
Nebraska
$4.03M – – –
VAS
672
Vestmark Advisory Solutions
Massachusetts
$4.01M +$1.04M +20,538 +35%
BUB
673
BBVA USA Bancshares
Texas
$4M +$96.1K +1,906 +2%
GJCM
674
Grand Jean Capital Management
California
$3.98M +$50 +1 +0%
CA
675
Continental Advisors
Utah
$3.98M +$427K +8,461 +12%
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