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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 %
OAM
876
Oxford Asset Management
United Kingdom
$2M -$6.18M -122,579 -76%
AA
877
Ancora Advisors
Ohio
$1.99M -$25.3K -502 -1%
CAM
878
Carret Asset Management
New York
$1.99M +$14.4K +285 +0.7%
KA
879
KLCM Advisors
Wisconsin
$1.99M +$684K +13,568 +52%
BBNA
880
Bremer Bank National Association
Minnesota
$1.99M -$2.06M -40,922 -51%
TFS
881
Thoroughbred Financial Services
Tennessee
$1.99M +$20.1K +399 +1%
ETI
882
Enterprise Trust & Investment
California
$1.97M +$454K +9,000 +30%
VCM
883
Virtue Capital Management
Tennessee
$1.95M -$64.2K -1,272 -3%
FIM
884
Freedom Investment Management
Connecticut
$1.95M +$429K +8,504 +28%
WTB
885
Washington Trust Bank
Washington
$1.95M +$14.1K +279 +0.7%
PCTC
886
Perkins Coie Trust Company
Washington
$1.95M -$12.3K -243 -0.6%
MFW
887
Meristem Family Wealth
Minnesota
$1.94M -$126K -2,497 -6%
IC
888
Investment Counsel
Michigan
$1.92M -$323K -6,399 -14%
BJL
889
Brighton Jones LLC
Washington
$1.92M -$172K -3,415 -8%
PA
890
Parallel Advisors
California
$1.92M -$110K -2,182 -5%
AW
891
ACG Wealth
Georgia
$1.92M -$411K -8,137 -18%
MCM
892
Monarch Capital Management
Indiana
$1.91M -$5.05K -100 -0.3%
MIM
893
Miller Investment Management
Pennsylvania
$1.91M – – –
DSC
894
Duncker Streett & Co
Missouri
$1.89M -$44.2K -876 -2%
GC
895
Guardian Capital
Ontario, Canada
$1.88M – – –
VF
896
Virtu Financial
New York
$1.88M +$1.12M +22,179 +147%
NCM
897
Northwest Capital Management
Oregon
$1.88M -$25.2K -500 -1%
DCM
898
Donaldson Capital Management
Indiana
$1.86M -$131K -2,602 -7%
SAM
899
Sequent Asset Management
Texas
$1.85M – – –
HCP
900
Holt Capital Partners
Texas
$1.85M +$8.58K +170 +0.5%
34 35
36
37 38