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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 %
YIA
701
YHB Investment Advisors
Connecticut
$3.59M -$2.52K -50 -0.1%
CCT
702
Country Club Trust
Missouri
$3.59M +$1.7M +33,578 +90%
OIA
703
OneDigital Investment Advisors
Kansas
$3.58M +$2.79M +55,303 +353%
AT
704
Arden Trust
Delaware
$3.56M -$288K -5,703 -7%
SS
705
Simplicity Solutions
Minnesota
$3.56M +$550K +10,902 +18%
FMC
706
First Merchants Corp
Indiana
$3.55M +$694K +13,758 +24%
AIP
707
Ameritas Investment Partners
Nebraska
$3.54M -$126K -2,506 -3%
AIL
708
AGF Investments LLC
Ontario, Canada
$3.49M -$973K -19,283 -22%
JIC
709
Johnson Investment Counsel
Ohio
$3.49M +$1.91M +37,798 +121%
SAM
710
Silvercrest Asset Management
New York
$3.47M -$149K -2,949 -4%
VFM
711
Viking Fund Management
North Dakota
$3.43M +$958K +19,000 +39%
CM
712
Columbus Macro
Pennsylvania
$3.43M +$3.43M +67,921 New
BOH
713
Bank of Hawaii
Hawaii
$3.42M +$4.09K +81 +0.1%
AAM
714
Advisors Asset Management
Colorado
$3.42M -$242K -4,794 -7%
IA
715
IndexIQ Advisors
New York
$3.42M -$1.17M -23,185 -25%
IRF
716
IBM Retirement Fund
New York
$3.38M -$98.3K -1,948 -3%
FNT
717
First National Trust
Pennsylvania
$3.35M -$390K -7,726 -10%
EHC
718
Everett Harris & Co
California
$3.34M -$2.66M -52,825 -44%
RIM
719
Rampart Investment Management
Connecticut
$3.33M -$454K -8,992 -12%
RCA
720
Rowland Carmichael Advisors
Arizona
$3.32M -$1.69M -33,568 -34%
CWS
721
Cypress Wealth Services
California
$3.31M +$2.52M +49,882 +316%
CNBT
722
Canandaigua National Bank & Trust
New York
$3.29M -$140K -2,778 -4%
MPIA
723
Mountain Pacific Investment Advisers
Idaho
$3.27M -$131K -2,600 -4%
1SB
724
1ST Source Bank
Indiana
$3.26M -$313K -6,209 -9%
SJL
725
Shayne & Jacobs LLC
Tennessee
$3.23M – – –
27 28
29
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