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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 %
Fiera Capital (Canada)
776
Fiera Capital (Canada)
Quebec, Canada
$2.73M +$15.1K +300 +0.6%
DR
777
Davis Rea
Ontario, Canada
$2.73M -$1.56M -30,935 -36%
BC
778
Brio Consultants
California
$2.72M +$287K +5,680 +12%
LFAS
779
Level Four Advisory Services
Texas
$2.71M +$559K +11,070 +26%
MWM
780
Mission Wealth Management
California
$2.7M -$68.1K -1,351 -2%
RC
781
RegentAtlantic Capital
New Jersey
$2.69M -$120K -2,374 -4%
WPC
782
Waters Parkerson & Co
Louisiana
$2.69M -$319K -6,320 -11%
Lido Advisors
783
Lido Advisors
California
$2.68M +$46.8K +928 +2%
FPB
784
First PREMIER Bank
South Dakota
$2.68M -$163K -3,238 -6%
Kovitz Investment Group Partners
785
Kovitz Investment Group Partners
Illinois
$2.67M +$188K +3,731 +8%
BCM
786
Buckhead Capital Management
Georgia
$2.67M -$38K -754 -1%
CF
787
CNA Financial
Illinois
$2.65M – – –
PFM
788
Parsec Financial Management
North Carolina
$2.64M -$1.78M -35,316 -40%
H
789
HoyleCohen
California
$2.64M -$192K -3,805 -7%
Capital Fund Management (CFM)
790
Capital Fund Management (CFM)
France
$2.62M -$1.02M -20,220 -28%
BPM
791
Bowling Portfolio Management
Ohio
$2.62M -$151K -3,000 -5%
OPCM
792
Osborne Partners Capital Management
California
$2.61M -$7.52M -149,016 -74%
PTC
793
Private Trust Company
Ohio
$2.6M -$523K -10,378 -17%
PAM
794
Paradigm Asset Management
New York
$2.59M -$575K -11,400 -18%
MYIA
795
Mount Yale Investment Advisors
Colorado
$2.58M -$14.2K -261 -0.5%
QF
796
QVT Financial
New York
$2.58M – – –
BBA
797
BLB&B Advisors
Pennsylvania
$2.58M -$69.4K -1,377 -3%
SCI
798
Stableford Capital II
Arizona
$2.57M -$5.5K -109 -0.2%
WPA
799
Winning Points Advisors
Florida
$2.56M +$251K +4,950 +11%
JIC
800
Joel Isaacson & Co
New York
$2.56M -$94.2K -1,868 -4%
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