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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 %
NIM
1126
Nexus Investment Management
Ontario, Canada
$1.01M – – –
CCMG
1127
Clark Capital Management Group
Pennsylvania
$1.01M +$43.2K +857 +4%
BEC
1128
Blue Edge Capital
Virginia
$1.01M -$958 -19 -0.1%
FIB
1129
First Interstate Bank
Montana
$1.01M +$20K +397 +2%
BC
1130
Burney Company
Virginia
$1.01M +$91.9K +1,821 +10%
FB
1131
Fulton Bank
Pennsylvania
$1.01M +$12.8K +253 +1%
EHWM
1132
Eads & Heald Wealth Management
Georgia
$999K -$16.2K -322 -2%
GCM
1133
Gladius Capital Management
Illinois
$998K -$199K -3,934 -17%
CST
1134
Charles Schwab Trust
Nevada
$997K +$997K +20,317 New
TP
1135
Truvvo Partners
New York
$988K – – –
BHBT
1136
Burke & Herbert Bank & Trust
Virginia
$986K -$38.7K -767 -4%
BTW
1137
Boston Trust Walden
Massachusetts
$980K -$32.3K -641 -3%
CPA
1138
Court Place Advisors
Maryland
$980K -$18.7K -370 -2%
LA
1139
LexAurum Advisors
Kansas
$979K +$101 +2 +0%
PNC
1140
Park National Corp
Ohio
$976K -$15.4K -306 -2%
PWW
1141
Pettyjohn Wood & White
Virginia
$974K -$89.3K -1,770 -8%
CIM
1142
CIM Investment Management
Pennsylvania
$972K -$109K -2,158 -10%
LB
1143
Legacy Bridge
Iowa
$969K – – –
B
1144
Brightworth
Georgia
$967K -$1.06M -21,001 -52%
GCM
1145
Glynn Capital Management
California
$967K – – –
WA1
1146
Wimmer Associates 1
California
$960K -$36.3K -720 -4%
PWP
1147
Principle Wealth Partners
Connecticut
$960K +$531K +10,521 +124%
NAS
1148
Nicolet Advisory Services
Wisconsin
$959K -$16.8K -332 -2%
IBOK
1149
Independence Bank of Kentucky
Kentucky
$951K +$49.9K +989 +6%
TBA
1150
Tower Bridge Advisors
Pennsylvania
$949K -$156K -2,887 -14%
44 45
46
47 48