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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 %
SWA
1076
Stratos Wealth Advisors
Ohio
$1.16M +$56.7K +1,125 +5%
RCAG
1077
Rehmann Capital Advisory Group
Michigan
$1.15M +$7.47K +148 +0.7%
CT
1078
Cambridge Trust
Massachusetts
$1.15M -$15.1K -300 -1%
CMO
1079
Covenant Multifamily Offices
Texas
$1.15M +$46.1K +913 +4%
SCA
1080
Sippican Capital Advisors
Massachusetts
$1.15M -$46.6K -925 -4%
MSR
1081
Main Street Research
Connecticut
$1.14M +$7.56K +150 +0.7%
FTC
1082
Farmers Trust Company
Ohio
$1.14M -$656 -13 -0.1%
WPC
1083
White Pine Capital
Minnesota
$1.14M +$347K +6,882 +44%
WEC
1084
Winslow Evans & Crocker
Massachusetts
$1.14M +$7.08K +140 +0.6%
RAM
1085
Redmond Asset Management
Virginia
$1.14M -$25.1K -498 -2%
VNIM
1086
Vaughan Nelson Investment Management
Texas
$1.13M – – –
ECG
1087
Edge Capital Group
Georgia
$1.13M -$13.2K -262 -1%
IC
1088
InterOcean Capital
Illinois
$1.13M +$303 +6 +0%
FFA
1089
First Foundation Advisors
California
$1.13M -$223K -4,411 -17%
HH
1090
Hilltop Holdings
Texas
$1.12M +$99.2K +1,966 +10%
SFFS
1091
Stonehage Fleming Financial Services
Jersey
$1.12M -$272K -5,396 -20%
CHAM
1092
Clear Harbor Asset Management
Connecticut
$1.12M +$2.22K +44 +0.2%
SLF
1093
Sun Life Financial
Ontario, Canada
$1.12M +$949K +18,815 +573%
PFBT
1094
Parkside Financial Bank & Trust
Missouri
$1.11M +$437K +8,659 +65%
GJIC
1095
Gamble Jones Investment Counsel
California
$1.11M -$90.8K -1,799 -8%
CCM
1096
Coldstream Capital Management
Washington
$1.11M +$152K +3,005 +16%
OIM
1097
Orca Investment Management
Oregon
$1.11M +$1.31K +26 +0.1%
BAC
1098
Boys Arnold & Co
North Carolina
$1.11M -$493K -9,720 -31%
CQS
1099
Credential Qtrade Securities
$1.1M -$15.1K -299 -1%
MBT
1100
Montecito Bank & Trust
California
$1.1M -$71.3K -1,414 -6%
42 43
44
45 46