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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 %
GH
751
GAM Holding
Switzerland
$3.01M -$812K -16,105 -21%
LWAC
752
Laurel Wealth Advisors (California)
California
$2.98M +$323K +6,404 +12%
PP
753
Patten & Patten
Tennessee
$2.96M -$1.16M -22,995 -28%
GIM
754
Goelzer Investment Management
Indiana
$2.95M +$206K +4,075 +8%
FFA
755
Fragasso Financial Advisors
Pennsylvania
$2.94M +$52.3K +1,037 +2%
PFP
756
Pinnacle Financial Partners
Tennessee
$2.89M -$222K -4,409 -7%
CTA
757
Chesley Taft & Associates
Illinois
$2.88M +$140K +2,770 +5%
IAA
758
Independent Advisor Alliance
North Carolina
$2.86M +$75.4K +1,494 +3%
NA
759
NewEdge Advisors
Louisiana
$2.86M +$419K +8,306 +17%
AF
760
Advisornet Financial
Minnesota
$2.86M +$451K +8,934 +19%
HW
761
Hancock Whitney
Mississippi
$2.83M -$241K -4,785 -8%
CPA
762
Clear Perspective Advisors
Illinois
$2.82M +$1.38M +28,225 +96%
DCM
763
Dupont Capital Management
Delaware
$2.82M – – –
PCA
764
Providence Capital Advisors
North Carolina
$2.82M +$83.8K +1,662 +3%
MPAM
765
Murphy Pohlad Asset Management
Minnesota
$2.81M +$46.3K +919 +2%
NIT
766
NumerixS Investment Technologies
British Columbia, Canada
$2.8M +$1.29M +25,575 +85%
WIA
767
Wealthstreet Investment Advisors
Texas
$2.79M -$277K -5,300 -9%
FFN
768
Focus Financial Network
Minnesota
$2.79M -$174K -3,444 -6%
ADEF
769
Adams Diversified Equity Fund
Maryland
$2.79M – – –
NRS
770
Neville Rodie & Shaw
New York
$2.79M -$1.67M -33,015 -37%
HF
771
HRT Financial
New York
$2.79M -$835K -16,550 -23%
ASA
772
Armstrong Shaw Associates
Connecticut
$2.78M – – –
WKWM
773
Walter & Keenan Wealth Management
Indiana
$2.77M +$304K +6,027 +12%
MIAN
774
Mariner Independent Advisor Network
Kansas
$2.77M -$463K -9,336 -14%
HFM
775
Hartford Financial Management
Connecticut
$2.74M +$37.6K +745 +1%
29 30
31
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