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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 %
SSW
851
Smith Shellnut Wilson
Mississippi
$2.18M -$2.67K -53 -0.1%
SCA
852
Sage Capital Advisors
South Dakota
$2.18M +$48.7K +965 +2%
BRWA
853
B. Riley Wealth Advisors
Florida
$2.16M +$322K +6,387 +18%
CA
854
Cetera Advisors
Colorado
$2.14M +$374K +7,443 +21%
SC
855
Sawyer & Company
Massachusetts
$2.14M -$52.5K -1,042 -2%
CFA
856
Carroll Financial Associates
North Carolina
$2.13M +$7.16K +142 +0.3%
EML
857
Eos Management LP
New York
$2.12M +$2.12M +42,000 New
ASN
858
Advisory Services Network
Georgia
$2.12M – – –
TCOT
859
Trust Company of Toledo
Ohio
$2.11M -$76.2K -1,511 -3%
MOS
860
MGO One Seven
Ohio
$2.11M -$19.3K -382 -0.9%
BCM
861
Boltwood Capital Management
California
$2.1M -$865K -17,150 -29%
KLCM
862
KG&L Capital Management
Louisiana
$2.09M -$516K -10,228 -20%
WPW
863
Waldron Private Wealth
Pennsylvania
$2.09M +$1.53M +30,316 +275%
AC
864
Addison Capital
Pennsylvania
$2.05M -$11.1K -221 -0.5%
GC
865
Gilbert & Cook
Iowa
$2.05M +$8.73K +173 +0.4%
WA
866
WP Advisors
California
$2.04M +$7.06K +140 +0.3%
TNBTD
867
Trustmark National Bank Trust Department
Mississippi
$2.04M +$4.14K +82 +0.2%
RHDIC
868
R.H. Dinel Investment Counsel
California
$2.03M – – –
IP
869
Interval Partners
New York
$2.02M -$5.29M -104,836 -72%
VF
870
Vilas Fund
Illinois
$2.02M -$2.02M -40,000 -50%
SACTSONJ
871
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.02M – – –
MA
872
Montag & Associates
Georgia
$2.02M -$4.79K -95 -0.2%
NAM
873
NorthCoast Asset Management
Connecticut
$2.01M -$544K -10,780 -21%
LWANC
874
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.01M +$52.6K +1,043 +3%
FSCM
875
Front Street Capital Management
Montana
$2M +$45.3K +899 +2%
33 34
35
36 37