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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 %
RSWM
1326
Robertson Stephens Wealth Management
California
$590K +$590K +11,690 New
JFA
1327
Johanson Financial Advisors
California
$589K -$227K -4,510 -28%
BIAS
1328
Beacon Investment Advisory Services
New Jersey
$589K +$24.4K +483 +4%
CT
1329
Coastline Trust
Rhode Island
$587K -$623K -12,360 -51%
HKIM
1330
Hayek Kallen Investment Management
Alabama
$586K -$18.3K -362 -3%
TL
1331
TrueWealth LLC
Georgia
$585K -$32.6K -647 -5%
KJHP
1332
K.J. Harrison & Partners
Ontario, Canada
$585K – – –
ACM
1333
Allred Capital Management
Texas
$584K -$119K -2,426 -17%
1IA
1334
1834 Investment Advisors
Wisconsin
$584K -$82.5K -1,636 -12%
AP
1335
Atwood & Palmer
Missouri
$584K -$50.4K -1,000 -8%
CWM
1336
Cornerstone Wealth Management
Missouri
$584K -$13.1K -260 -2%
GLA
1337
Good Life Advisors
Pennsylvania
$584K -$4.86K -96 -0.8%
DCM
1338
Dynamic Capital Management
Jersey
$584K +$584K +11,573 New
NERM
1339
New England Research & Management
Illinois
$583K -$35.3K -700 -6%
NIM
1340
Northeast Investment Management
Massachusetts
$583K – – –
SFSG
1341
Stearns Financial Services Group
North Carolina
$578K -$51.1K -1,013 -8%
PCI
1342
Pacifica Capital Investments
Texas
$577K – – –
GWAG
1343
Garrett Wealth Advisory Group
Texas
$576K -$1.61K -32 -0.3%
CIAS
1344
Capital Investment Advisory Services
North Carolina
$575K -$5.25K -104 -0.9%
FNBOH
1345
First National Bank of Hutchinson
Kansas
$575K – – –
PCM
1346
Pointe Capital Management
Michigan
$574K -$300K -5,939 -34%
CFGS
1347
Concourse Financial Group Securities
Alabama
$573K -$434K -8,600 -43%
SFG
1348
SNS Financial Group
Minnesota
$573K -$85.1K -1,686 -13%
CC
1349
Cognios Capital
Kansas
$573K -$49.7K -987 -8%
MSA
1350
Marino Stram & Associates
Massachusetts
$573K -$14.6K -289 -2%
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