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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 %
WorldQuant Millennium Advisors
1051
WorldQuant Millennium Advisors
New York
$1.22M +$66.3K +1,316 +6%
PWM
1052
Perigon Wealth Management
California
$1.22M +$297K +5,929 +32%
NSAM
1053
North Star Asset Management
Wisconsin
$1.22M +$19.2K +380 +2%
BCA
1054
Biltmore Capital Advisors
New Jersey
$1.22M +$73.8K +1,464 +6%
TIM
1055
Thornburg Investment Management
New Mexico
$1.22M +$27.6K +548 +2%
GLLW
1056
Graves Light Lenhart Wealth
Virginia
$1.21M -$16.8K -326 -1%
FSA
1057
Franklin Street Advisors
North Carolina
$1.2M +$38K +754 +3%
SWM
1058
Shakespeare Wealth Management
Wisconsin
$1.2M -$103K -2,046 -8%
AFG
1059
Albion Financial Group
Utah
$1.2M – – –
AIM
1060
Anchor Investment Management
South Carolina
$1.19M +$11.3K +224 +1%
BCM
1061
Brookstone Capital Management
Illinois
$1.19M +$671K +13,294 +130%
HHII
1062
H&H International Investment
California
$1.19M +$49.9K +10,100 +4%
DBT
1063
Dubuque Bank & Trust
Iowa
$1.19M -$12.4K -245 -1%
WAM
1064
Weatherly Asset Management
California
$1.18M +$3.18K +63 +0.3%
FBT
1065
First Bank & Trust
South Dakota
$1.18M +$58.5K +1,159 +5%
BPWA
1066
Beacon Pointe Wealth Advisors
California
$1.18M -$101K -1,995 -8%
MMHP
1067
Murphy Middleton Hinkle & Parker
Georgia
$1.17M – – –
QCMC
1068
Quantum Capital Management (California)
California
$1.17M +$85.9K +1,704 +8%
GFP
1069
Gryphon Financial Partners
Ohio
$1.17M +$31.8K +631 +3%
SSB
1070
Sandy Spring Bank
Maryland
$1.17M +$262K +5,191 +29%
DLA
1071
Douglas Lane & Associates
New York
$1.17M -$147K -2,918 -11%
ET
1072
Equitable Trust
Tennessee
$1.17M -$20.7K -410 -2%
BP
1073
Ballentine Partners
Massachusetts
$1.16M +$13.7K +271 +1%
HW
1074
Hedeker Wealth
Illinois
$1.16M +$40.4K +801 +4%
SRC
1075
Sage Rhino Capital
California
$1.16M -$89.6K -1,777 -7%
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