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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 %
RIA
1176
Realta Investment Advisors
Delaware
$884K -$26K -518 -3%
HA
1177
Harbor Advisors
Florida
$883K – – –
NSIM
1178
North Star Investment Management
Illinois
$882K +$5.19K +103 +0.6%
QCIG
1179
Quad-Cities Investment Group
Iowa
$878K -$4.84K -96 -0.5%
SNT
1180
Security National Trust
West Virginia
$877K -$55K -1,090 -6%
NNP
1181
Nachman Norwood & Parrott
South Carolina
$876K +$31.3K +620 +4%
SCA
1182
Snowden Capital Advisors
New York
$875K +$25.6K +508 +3%
WA
1183
Wheatland Advisors
Pennsylvania
$872K -$131K -2,600 -13%
GP
1184
Girard Partners
Pennsylvania
$866K -$421K -8,350 -33%
PCG
1185
Private Capital Group
Connecticut
$865K +$81K +1,607 +10%
TMAM
1186
Tokio Marine Asset Management
Japan
$864K +$177K +3,511 +26%
MIC
1187
Meridian Investment Counsel
California
$862K -$10.1K -200 -1%
PWP
1188
Personal Wealth Partners
Minnesota
$860K – – –
FCCM
1189
First City Capital Management
Georgia
$858K +$151K +2,993 +21%
EWA
1190
ERTS Wealth Advisors
Michigan
$856K -$17.1K -338 -2%
GWS
1191
Glassman Wealth Services
Virginia
$854K +$9.74K +193 +1%
GCA
1192
Gideon Capital Advisors
New York
$854K +$854K +16,932 New
MC
1193
Middleton & Co
Massachusetts
$852K – – –
SCP
1194
Syntal Capital Partners
Texas
$851K – – –
WI
1195
WBI Investments
New Jersey
$849K +$849K +16,825 New
KMWM
1196
Keudell/Morrison Wealth Management
Oregon
$848K -$23.1K -459 -3%
EAM
1197
Evanson Asset Management
California
$847K +$101 +2 +0%
GSC
1198
G&S Capital
Colorado
$845K – – –
SFA
1199
Sequoia Financial Advisors
Ohio
$843K -$107K -2,119 -11%
JCM
1200
Janney Capital Management
Pennsylvania
$843K +$318K +6,298 +60%
46 47
48
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