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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 %
WC
1376
Woodstock Corp
Massachusetts
$538K – – –
IWA
1377
Intercontinental Wealth Advisors
Texas
$537K -$2.88K -57 -0.5%
LJAC
1378
L.J. Altfest & Co
New York
$536K -$22.2K -440 -4%
PB
1379
Pinnacle Bancorp
Nebraska
$533K +$3.83K +76 +0.7%
CAAS
1380
Capital Asset Advisory Services
Michigan
$532K +$28.3K +560 +6%
PPSG
1381
Princeton Portfolio Strategies Group
New Jersey
$528K -$88.8K -1,760 -14%
JIP
1382
Jaffetilchin Investment Partners
Florida
$527K +$5.95K +118 +1%
SHGA
1383
Sand Hill Global Advisors
California
$525K -$33.2K -658 -6%
STMM
1384
South Texas Money Management
Texas
$524K +$524K +10,383 New
WPW
1385
Winthrop Partners - WNY
New York
$523K – – –
SSWM
1386
Sheets Smith Wealth Management
North Carolina
$521K +$2.02K +40 +0.4%
WCM
1387
Windsor Capital Management
Arizona
$520K -$29.8K -591 -5%
BO
1388
Bank OZK
Arkansas
$520K -$26.6K -528 -5%
WCM
1389
Washington Capital Management
Washington
$520K – – –
HAM
1390
Highstreet Asset Management
Ontario, Canada
$520K +$520K +10,300 New
TFF
1391
The Family Firm
Maryland
$519K -$45.6K -903 -8%
MWP
1392
MYCIO Wealth Partners
Pennsylvania
$516K -$312K -6,193 -38%
CCMD
1393
Cypress Capital Management (Delaware)
Delaware
$514K -$58K -1,150 -10%
NG
1394
Northstar Group
New York
$514K -$14.7K -292 -3%
AC
1395
Avestar Capital
New York
$514K +$153K +3,032 +42%
EF
1396
Empirical Finance
Pennsylvania
$513K +$8.53K +169 +2%
TCPWM
1397
Traverso Chambers Private Wealth Management
California
$512K +$36.1K +715 +8%
CBFP
1398
Cedar Brook Financial Partners
Ohio
$509K -$76.9K -1,526 -13%
AF
1399
AMG Funds
Connecticut
$508K -$383K -7,599 -43%
FWM
1400
Fairhaven Wealth Management
Illinois
$507K – – –
54 55
56
57 58