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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 %
WP
1426
WMS Partners
Maryland
$470K -$400K -7,934 -46%
FBC
1427
Fairfield, Bush & Co
Connecticut
$470K -$959 -19 -0.2%
NSB
1428
Norway Savings Bank
Maine
$469K -$50.9K -1,010 -10%
VST
1429
Van Strum & Towne
California
$466K – – –
FWP
1430
FAS Wealth Partners
Kansas
$464K -$22.3K -441 -5%
WIA
1431
Westbourne Investment Advisors
Maryland
$464K +$187K +3,700 +67%
CAM
1432
Claret Asset Management
Quebec, Canada
$462K +$4.94K +98 +1%
DAC
1433
Dividend Assets Capital
South Carolina
$461K +$4.54K +90 +1%
CWM
1434
Cahaba Wealth Management
Georgia
$460K +$5.59K +111 +1%
KPW
1435
Kore Private Wealth
New York
$459K -$20.6K -420 -4%
BCM
1436
Breiter Capital Management
Florida
$458K -$46.8K -926 -9%
CWM
1437
Chesapeake Wealth Management
Virginia
$458K -$7.82K -155 -2%
BCA
1438
Berman Capital Advisors
Georgia
$458K +$66.5K +1,320 +17%
ACM
1439
Alpha Capital Management
Texas
$456K – – –
WHRC
1440
W.H. Reaves & Co
New Jersey
$455K – – –
WDL
1441
Well Done LLC
Michigan
$455K +$706 +14 +0.2%
FCA
1442
FinTrust Capital Advisors
South Carolina
$453K -$44.5K -882 -9%
ACA
1443
Aptus Capital Advisors
Alabama
$446K -$99.9K -1,982 -18%
MWM
1444
MorganRosel Wealth Management
Colorado
$446K -$51.3K -1,018 -10%
MCM
1445
Manchester Capital Management
Vermont
$444K -$24.4K -483 -5%
GC
1446
Gratus Capital
Georgia
$444K – – –
CC
1447
Cedar Capital
Illinois
$444K +$20.5K +407 +5%
PGIM
1448
Pacific Global Investment Management
California
$443K -$130K -2,572 -23%
CA
1449
Claro Advisors
Massachusetts
$441K -$117K -2,322 -21%
FDS
1450
First Dallas Securities
Texas
$438K +$438K +8,675 New
56 57
58
59 60