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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 %
GPA
1151
Garrison Point Advisors
California
$949K – – –
LF
1152
Lantz Financial
Illinois
$947K +$179K +3,697 +23%
HSA
1153
HBK Sorce Advisory
Pennsylvania
$943K +$7.57K +150 +0.8%
FVWA
1154
Foster Victor Wealth Advisors
South Carolina
$942K +$392K +8,029 +71%
CCMT
1155
CMT Capital Markets Trading
Germany
$940K -$7.81M -154,955 -89%
FWM
1156
Foresight Wealth Management
Utah
$935K +$3.33K +66 +0.4%
NPA
1157
Nichols & Pratt Advisers
Massachusetts
$934K -$506K -10,024 -35%
CPIG
1158
Chicago Partners Investment Group
Illinois
$933K +$108K +2,120 +13%
HT
1159
HighTower Trust
Texas
$932K +$201K +3,981 +27%
VCA
1160
Verdence Capital Advisors
Maryland
$932K +$445K +8,826 +91%
MFG
1161
MidWestOne Financial Group
Iowa
$931K -$20.2K -400 -2%
GA
1162
Greytown Advisors
Florida
$926K +$54.1K +1,073 +6%
IA
1163
Icon Advisers
Colorado
$923K -$35.3K -700 -4%
MBTD
1164
Mechanics Bank - Trust Department
California
$923K +$260K +5,156 +39%
HI
1165
Hudock Inc
Pennsylvania
$918K -$16.8K -334 -2%
BWAM
1166
Boyd Watterson Asset Management
Ohio
$916K -$166K -3,296 -15%
ROTUOC
1167
Regents of the University of California
California
$913K – – –
CP
1168
Covenant Partners
Tennessee
$911K +$319K +6,317 +54%
JFGIW
1169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$907K -$84.1K -1,667 -8%
EWA
1170
Exencial Wealth Advisors
Oklahoma
$906K -$184K -3,651 -17%
ZB
1171
Zions Bancorporation
Utah
$905K -$33K -655 -4%
RC
1172
Roundview Capital
New Jersey
$899K +$177K +3,500 +24%
RIL
1173
Rothschild Investment LLC
Illinois
$888K -$15K -298 -2%
CBN
1174
Cadence Bank NA
Texas
$886K -$4.84K -96 -0.5%
AIA
1175
Arbor Investment Advisors
North Carolina
$885K +$140K +2,775 +19%
45 46
47
48 49