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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 %
CC
1001
Cannell & Co
New York
$1.36M – – –
BFEC
1002
Benjamin F. Edwards & Company
Missouri
$1.36M +$8.72K +173 +0.6%
BPCA
1003
Bank Pictet & Cie (Asia)
Singapore
$1.35M +$15.1K +300 +1%
VIA
1004
Vident Investment Advisory
Georgia
$1.35M +$135K +2,685 +11%
EWM
1005
Edge Wealth Management
New York
$1.35M -$504K -10,000 -27%
WIM
1006
Waverton Investment Management
United Kingdom
$1.35M -$181K -3,585 -12%
SIP
1007
Stoneridge Investment Partners
Pennsylvania
$1.34M -$8.42M -166,862 -86%
BONST
1008
Bank of Nova Scotia Trust
Ontario, Canada
$1.34M -$15.1K -299 -1%
AC
1009
Avenir Corporation
Virginia
$1.34M -$40.4K -800 -3%
KCP
1010
Kenmare Capital Partners
New York
$1.34M – – –
SYBT
1011
Stock Yards Bank & Trust
Kentucky
$1.34M -$262K -5,188 -16%
CCM
1012
Carlson Capital Management
Minnesota
$1.33M +$5.09K +101 +0.4%
GIM
1013
Guardian Investment Management
California
$1.33M – – –
DM
1014
Delphi Management
Massachusetts
$1.33M -$118K -2,349 -8%
FHA
1015
First Horizon Advisors
Tennessee
$1.32M -$395K -7,826 -23%
BFA
1016
Bragg Financial Advisors
North Carolina
$1.32M -$51.3K -1,017 -4%
CG
1017
Caprock Group
Idaho
$1.32M -$605 -12 -0%
IB
1018
Intrust Bank
Kansas
$1.31M +$28.3K +562 +2%
PCM
1019
Penserra Capital Management
California
$1.31M +$114K +2,253 +10%
ANRIA
1020
American National Registered Investment Advisor
Texas
$1.3M – – –
Capstone Investment Advisors
1021
Capstone Investment Advisors
New York
$1.3M -$12.2M -242,061 -90%
SFM
1022
Signet Financial Management
New Jersey
$1.3M -$21.6K -400 -2%
MAM
1023
Meeder Asset Management
Ohio
$1.3M +$12.1K +240 +0.9%
PL
1024
Perpetual Ltd
Australia
$1.29M -$19.8M -391,676 -94%
CFG
1025
Citizens Financial Group
Rhode Island
$1.29M +$13.8K +274 +1%
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