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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 %
SCM
1101
Southport Capital Management
Tennessee
$1.1M -$14.9K -296 -1%
B
1102
Bellecapital
Switzerland
$1.1M -$75.9K -1,505 -6%
ECM
1103
ExodusPoint Capital Management
New York
$1.09M +$135K +2,686 +14%
MA
1104
Mutual Advisors
Nebraska
$1.09M -$61.7K -1,223 -5%
BI
1105
Bredin Investment
Delaware
$1.08M – – –
RA
1106
RFG Advisory
Alabama
$1.08M +$672K +13,334 +166%
BMA
1107
Brooks Moore & Associates
Tennessee
$1.08M +$26.4K +524 +3%
TI
1108
Truehand Inc
New Hampshire
$1.08M – – –
EM
1109
Excalibur Management
Massachusetts
$1.08M +$66.3K +1,314 +7%
AC
1110
Athanor Capital
New York
$1.07M +$1.07M +21,300 New
OWP
1111
Obermeyer Wealth Partners
Colorado
$1.07M -$81.4K -1,613 -7%
Qube Research & Technologies (QRT)
1112
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$1.07M +21,272 New
SIG
1113
Schaller Investment Group
North Carolina
$1.07M – – –
WB
1114
Webster Bank
Connecticut
$1.06M – – –
ZIC
1115
ZWJ Investment Counsel
Georgia
$1.06M +$126K +2,500 +14%
SIM
1116
Sonora Investment Management
Arizona
$1.06M -$23.1K -457 -2%
KWA
1117
KCS Wealth Advisory
California
$1.05M +$140K +2,771 +15%
TAM
1118
Tocqueville Asset Management
New York
$1.05M -$249K -4,941 -19%
MC
1119
Moors & Cabot
Massachusetts
$1.05M -$57.2K -1,136 -5%
ECM
1120
Evergreen Capital Management
Washington
$1.04M -$78K -1,546 -7%
MCM
1121
Mengis Capital Management
Oregon
$1.04M -$4.94K -98 -0.5%
RB
1122
Rodgers Brothers
Pennsylvania
$1.04M +$58.1K +1,151 +6%
Verition Fund Management
1123
Verition Fund Management
Connecticut
$1.03M +$1.03M +20,333 New
HWA
1124
HCR Wealth Advisors
California
$1.03M +$180K +3,545 +21%
HCM
1125
Hodges Capital Management
Texas
$1.02M +$453K +8,981 +80%
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