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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 %
CSS
1026
Cubist Systematic Strategies
Connecticut
$1.29M -$1.37M -27,099 -51%
MMPW
1027
Mitchell McLeod Pugh & Williams
Alabama
$1.29M +$4.94K +98 +0.4%
CWP
1028
Capital Wealth Planning
Florida
$1.29M +$176K +3,454 +16%
PVWM
1029
Point View Wealth Management
New Jersey
$1.29M +$179K +3,554 +16%
NCM
1030
Neumann Capital Management
California
$1.28M -$174K -3,450 -12%
SA
1031
Strategic Advisors
New York
$1.28M -$51.1K -1,013 -4%
CC
1032
Courier Capital
New York
$1.28M -$101K -2,087 -7%
AI
1033
Accredited Investors
Minnesota
$1.28M -$36.9K -732 -3%
MGIA
1034
Moneta Group Investment Advisors
Missouri
$1.27M -$39.1K -775 -3%
NFC
1035
Northeast Financial Consultants
Connecticut
$1.27M +$58.4K +1,157 +5%
AF
1036
Allworth Financial
California
$1.27M +$112K +2,218 +10%
TIM
1037
Triad Investment Management
California
$1.27M +$5.23K +104 +0.4%
FC
1038
Forte Capital
New York
$1.27M -$34K -675 -3%
HFA
1039
HC Financial Advisors
California
$1.26M -$109K -2,157 -8%
CEP
1040
Chicago Equity Partners
Illinois
$1.26M +$4.04K +80 +0.3%
BS
1041
Banco Santander
Spain
$1.25M -$3.74M -74,082 -75%
EWM
1042
Endurance Wealth Management
Rhode Island
$1.25M -$70.3K -1,394 -5%
B
1043
Bailard
California
$1.24M -$300K -5,941 -19%
MAFM
1044
Mid Atlantic Financial Management
Pennsylvania
$1.24M +$79K +1,567 +7%
FC
1045
Ferris Capital
Massachusetts
$1.24M -$52.4K -1,040 -4%
PAS
1046
Park Avenue Securities
New York
$1.24M +$1.24M +24,550 New
SIC
1047
SFE Investment Counsel
California
$1.24M -$103K -2,050 -8%
IA
1048
IFP Advisors
Florida
$1.23M +$1.23M +24,132 New
RWA
1049
RGT Wealth Advisors
Texas
$1.23M -$46.8K -927 -4%
BO
1050
BRR OpCo
Ohio
$1.22M +$28.2K +560 +2%
40 41
42
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