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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 %
ACM
1401
Ategra Capital Management
Virginia
$505K +$163K +3,232 +48%
WA
1402
Wambolt & Associates
Colorado
$503K +$108K +2,140 +27%
CT
1403
Chicago Trust
Illinois
$502K -$68.3K -1,355 -12%
ZIG
1404
Zuckerman Investment Group
Illinois
$502K – – –
I2I
1405
Insight 2811 Inc
Illinois
$500K +$3.03K +60 +0.6%
HPCM
1406
High Pointe Capital Management
Illinois
$499K +$36.3K +720 +8%
GSWM
1407
Golden State Wealth Management
California
$499K +$61.3K +1,216 +14%
SAM
1408
Shamrock Asset Management
Texas
$498K -$21.3K -422 -4%
XSC
1409
X-Square Capital
Puerto Rico
$498K +$67.4K +1,335 +16%
GAM
1410
Gould Asset Management
California
$497K -$34K -674 -6%
LJHT
1411
Laurie J. Hall Trustee
$496K – – –
TW
1412
Transform Wealth
Colorado
$495K -$327K -6,471 -40%
BOS
1413
Bank of Stockton
California
$492K -$2.52K -50 -0.5%
BW
1414
Bison Wealth
Georgia
$491K +$23.6K +468 +5%
BIA
1415
BHK Investment Advisors
Alabama
$489K +$21.3K +423 +5%
BAS
1416
Brown Advisory Securities
Maryland
$484K -$137K -2,717 -22%
WA
1417
Wealth Architects
California
$483K +$8.08K +160 +2%
EPA
1418
Element Pointe Advisors
Florida
$482K -$5.3K -105 -1%
EM
1419
ELCO Management
New York
$480K -$188K -3,725 -28%
BAM
1420
Belpointe Asset Management
Nevada
$479K -$13.1K -260 -3%
SIM
1421
SSI Investment Management
California
$479K +$79K +1,565 +20%
CA
1422
Cornerstone Advisory
Maryland
$477K +$66.3K +1,315 +16%
VHAM
1423
Van Hulzen Asset Management
California
$476K – – –
OMC
1424
Old Mission Capital
Illinois
$476K +$476K +9,430 New
KLI
1425
Kelman-Lazarov Inc
Tennessee
$472K -$91K -1,804 -16%
55 56
57
58 59