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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 %
FCA
1301
FLC Capital Advisors
California
$627K +$96.5K +1,914 +18%
SMG
1302
Spectrum Management Group
Indiana
$626K -$251K -4,974 -29%
GAM
1303
GQ Asset Management
New York
$625K -$250K -4,954 -29%
WCM
1304
Whitener Capital Management
North Carolina
$624K +$23.2K +460 +4%
IIA
1305
IPG Investment Advisors
California
$624K +$155K +3,082 +33%
PA
1306
PFW Advisors
Georgia
$623K +$623K +11,032 New
HCM
1307
Highlander Capital Management
New Jersey
$622K – – –
BAM
1308
Barrett Asset Management
New York
$621K -$125K -2,480 -17%
FPCG
1309
Fort Pitt Capital Group
Pennsylvania
$621K +$92.7K +1,838 +18%
FNBTCON
1310
First National Bank & Trust Co of Newtown
Pennsylvania
$616K +$6.31K +125 +1%
NIA
1311
Northstar Investment Advisors
Colorado
$613K -$28K -602 -4%
PWA
1312
Providence Wealth Advisors
Illinois
$608K +$8.83K +175 +1%
AIC
1313
Ameritas Investment Company
Nebraska
$608K +$288K +5,678 +90%
PSC
1314
Prentiss Smith & Co
Vermont
$606K – – –
RCM
1315
RB Capital Management
Nevada
$605K +$31.3K +642 +5%
FA
1316
FCG Advisors
New Jersey
$605K +$50K +991 +9%
BMC
1317
Beaton Management Company
Massachusetts
$603K -$7.32K -145 -1%
FCIM
1318
Fairview Capital Investment Management
California
$600K – – –
CBA
1319
Coastal Bridge Advisors
Connecticut
$595K +$77.4K +1,534 +15%
DI
1320
Diligent Investors
California
$594K +$18.3K +363 +3%
EW
1321
Evoke Wealth
California
$594K +$594K +11,772 New
GLI
1322
Guardian Life Insurance
New York
$592K -$6.05K -120 -1%
TC
1323
Telemus Capital
Michigan
$590K -$11.4K -226 -2%
KJWM
1324
Kiley Juergens Wealth Management
Washington
$590K +$28.2K +559 +5%
NFG
1325
Next Financial Group
Texas
$590K +$64.4K +1,277 +12%
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