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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 %
APA
901
American Portfolios Advisors
New York
$1.84M -$343K -6,794 -16%
SCM
902
Sterneck Capital Management
Missouri
$1.81M -$62K -1,229 -3%
PK
903
Pflug Koory
Nebraska
$1.81M -$2.52K -50 -0.1%
SB
904
Simmons Bank
Arkansas
$1.8M -$1.1M -21,847 -38%
LCM
905
Landscape Capital Management
New Jersey
$1.79M +$1.79M +35,412 New
FMTC
906
Farmers & Merchants Trust Company
California
$1.78M -$5.04K -100 -0.3%
AWM
907
Altium Wealth Management
New York
$1.78M +$322K +6,392 +22%
GKFF
908
George Kaiser Family Foundation
Oklahoma
$1.77M – – –
MC
909
Martin & Co
Tennessee
$1.77M -$39.1K -775 -2%
BMO
910
Beck Mack & Oliver
New York
$1.77M – – –
CA
911
Cullinan Associates
Kentucky
$1.77M +$80.7K +1,600 +5%
BG
912
Bollard Group
Massachusetts
$1.77M -$183K -3,629 -9%
LCP
913
Legacy Capital Partners
Wisconsin
$1.75M +$29.8K +590 +2%
LNC
914
Lincoln National Corp
Pennsylvania
$1.75M +$12.7K +252 +0.7%
MIM
915
Marco Investment Management
Georgia
$1.75M +$31.3K +620 +2%
CCM
916
Chilton Capital Management
Texas
$1.75M +$36.1K +716 +2%
ACI
917
Alpha Cubed Investments
California
$1.75M -$7.62M -151,106 -81%
ICOM
918
Investment Counselors of Maryland
Maryland
$1.74M -$357K -7,075 -17%
DWA
919
Douglass Winthrop Advisors
New York
$1.73M -$25.2K -500 -1%
IC
920
Intersect Capital
California
$1.71M -$106K -2,105 -6%
CC
921
Cadinha & Co
Hawaii
$1.71M – – –
BCCM
922
Bridge Creek Capital Management
Massachusetts
$1.71M -$397K -7,867 -19%
ST
923
Smithfield Trust
Pennsylvania
$1.69M -$37.6K -746 -2%
MCG
924
MACRO Consulting Group
New Jersey
$1.69M +$31.4K +624 +2%
ESB
925
Essex Savings Bank
Connecticut
$1.68M -$430K -8,522 -20%
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