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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 %
DPIM
951
Duff & Phelps Investment Management
Illinois
$1.59M – – –
FFBTD
952
First Financial Bank - Trust Division
Ohio
$1.58M -$12.7K -251 -0.8%
PCAP
953
Pratt Collard Advisory Partners
New York
$1.58M +$65.6K +1,300 +4%
CL
954
Choreo LLC
Illinois
$1.58M +$185K +3,662 +13%
TPWA
955
TRUE Private Wealth Advisors
Oregon
$1.58M -$326K -6,474 -17%
PAM
956
Premier Asset Management
Illinois
$1.57M +$51.7K +1,025 +3%
S
957
SignatureFD
Georgia
$1.57M +$164K +3,242 +12%
LIM
958
Loudon Investment Management
New Hampshire
$1.56M +$225K +4,465 +17%
YWP
959
YorkBridge Wealth Partners
New York
$1.56M +$62.5K +1,239 +4%
RPC
960
Rossmore Private Capital
Connecticut
$1.56M -$20.2K -400 -1%
CS
961
Comerica Securities
Michigan
$1.54M +$145K +2,869 +10%
GC
962
Grimes & Company
Massachusetts
$1.54M -$74.7K -1,482 -5%
RM
963
Resource Management
Louisiana
$1.54M -$206K -4,084 -12%
CB
964
Community Bank
New York
$1.52M +$7.37K +146 +0.5%
WCM
965
Wunderlich Capital Managemnt
Tennessee
$1.52M +$14.7K +291 +1%
NCM
966
Northside Capital Management
Oregon
$1.52M +$236K +4,679 +18%
BOC
967
Barbara Oil Co
Illinois
$1.51M – – –
FMT
968
First Mercantile Trust
Tennessee
$1.51M +$14.4K +286 +1%
BHWM
969
Bar Harbor Wealth Management
New Hampshire
$1.5M -$429K -8,511 -22%
AAM
970
Auxier Asset Management
Oregon
$1.5M +$30.2K +598 +2%
FMBTD
971
First Midwest Bank Trust Division
Illinois
$1.5M -$13.2K -261 -0.9%
FNBT
972
FineMark National Bank & Trust
Florida
$1.5M -$735K -14,570 -33%
CGL
973
Clarius Group LLC
Washington
$1.5M +$471K +9,346 +46%
SWM
974
SeaCrest Wealth Management
New York
$1.49M +$15.7K +312 +1%
AL
975
Aspiriant LLC
California
$1.49M -$147K -2,912 -9%
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