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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 %
TYCC
1226
Texas Yale Capital Corp
Florida
$780K -$792K -15,700 -50%
S
1227
SimplyRich
California
$780K +$36.9K +729 +5%
ADL
1228
Asset Dedication LLC
California
$779K +$92K +1,841 +13%
IAMOG
1229
Investors Asset Management of Georgia
Georgia
$777K – – –
RI
1230
Ridgewood Investments
New Jersey
$775K +$59.2K +1,175 +8%
ITIM
1231
Indiana Trust & Investment Management
Indiana
$774K -$219K -4,334 -22%
MAA
1232
Mraz Amerine & Associates
California
$774K -$35.7K -707 -4%
WWM
1233
Western Wealth Management
Colorado
$772K -$166K -3,294 -18%
SIC
1234
Shoker Investment Counsel
Ohio
$771K +$13.1K +259 +2%
AIM
1235
Acropolis Investment Management
Missouri
$765K -$124K -2,511 -14%
CCWA
1236
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$759K +$759K +15,053 New
FI
1237
Fosun International
China
$750K +$507K +10,000 +209%
SAM
1238
Sawgrass Asset Management
Florida
$748K – – –
FCI
1239
Financial Counselors Inc
Kansas
$744K -$74.2K -1,470 -9%
9WM
1240
9258 Wealth Management
Ohio
$743K +$36.5K +725 +5%
AIM
1241
Aspen Investment Management
Michigan
$739K -$12.6K -250 -2%
IIC
1242
Ironwood Investment Counsel
Arizona
$735K +$125K +2,484 +21%
MIH
1243
Meitav Investment House
Israel
$732K +$426K +8,651 +139%
LC
1244
Lindbrook Capital
California
$730K +$77.5K +1,532 +12%
ALAM
1245
Asahi Life Asset Management
Japan
$727K -$327K -6,490 -31%
SM
1246
Salzhauer Michael
$727K – – –
LCM
1247
Leisure Capital Management
California
$726K – – –
JFA
1248
JNBA Financial Advisors
Minnesota
$721K -$32.2K -639 -4%
GHAM
1249
Gilman Hill Asset Management
Connecticut
$720K -$4.54K -90 -0.6%
AIA
1250
AIMZ Investment Advisors
California
$713K -$17.3K -344 -2%
48 49
50
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