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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 %
QI
1276
Qtron Investments
Massachusetts
$669K -$122K -2,418 -15%
GBT
1277
Grove Bank & Trust
Florida
$669K -$63.1K -1,250 -9%
FBB
1278
Fulton Breakefield Broenniman
Maryland
$669K -$43.4K -860 -6%
ER
1279
Enlightenment Research
Florida
$666K +$666K +13,200 New
MMG
1280
Monetary Management Group
Missouri
$661K -$153K -3,025 -19%
IGGA
1281
Iron Gate Global Advisors
Utah
$661K +$89.1K +1,768 +16%
TTWM
1282
TCV Trust & Wealth Management
Virginia
$659K -$52.9K -1,050 -7%
SAM
1283
Summit Asset Management
Tennessee
$658K +$15.7K +312 +2%
FAIM
1284
Financial Advocates Investment Management
Washington
$657K -$61K -1,210 -8%
AHB
1285
Abner Herrman & Brock
New Jersey
$652K -$763K -15,139 -54%
CFG
1286
Cooper Financial Group
California
$650K -$14.3K -284 -2%
BDS
1287
Banco de Sabadell
Florida
$647K -$350K -7,000 -35%
WPA
1288
West Paces Advisors
Georgia
$647K -$6.91K -137 -1%
RWP
1289
RWA Wealth Partners
Massachusetts
$645K -$2.83M -56,102 -81%
WWM
1290
Windsor Wealth Management
Indiana
$643K -$34K -701 -5%
Cetera Investment Advisers
1291
Cetera Investment Advisers
Illinois
$640K -$87.9K -1,738 -12%
BFO
1292
Biltmore Family Office
North Carolina
$640K -$55.5K -1,100 -8%
TH
1293
TCTC Holdings
Texas
$640K – – –
SVWAG
1294
Sound View Wealth Advisors Group
Georgia
$635K -$67.5K -1,339 -10%
DBIA
1295
Dumont & Blake Investment Advisors
New Jersey
$634K -$8.63K -171 -1%
JHCP
1296
Jackson Hole Capital Partners
Oklahoma
$629K -$75.5K -1,497 -11%
SMC
1297
Smith, Moore & Co
Missouri
$629K +$56.1K +1,112 +10%
SFG
1298
Summit Financial Group
West Virginia
$628K -$64.1K -1,271 -9%
IWM
1299
IHT Wealth Management
Illinois
$628K -$34K -669 -5%
AIM
1300
Axiom Investment Management
New York
$627K -$4.12M -81,797 -87%
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