WFC icon

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 %
BCP
1451
Blue Chip Partners
Michigan
$436K -$35.3K -701 -7%
TCB
1452
Texas Capital Bancshares
Texas
$435K +$71.5K +1,418 +20%
CCM
1453
Canal Capital Management
Virginia
$432K -$12.9K -255 -3%
BB
1454
Bell Bank
North Dakota
$432K -$2.58K -51 -0.6%
SAM
1455
Smithbridge Asset Management
Pennsylvania
$431K – – –
CAM
1456
Cidel Asset Management
Ontario, Canada
$430K -$126K -2,500 -23%
RFM
1457
Royal Fund Management
Florida
$429K +$7.91K +157 +2%
LOAMS
1458
Lombard Odier Asset Management (Switzerland)
Switzerland
$428K -$207K -4,096 -33%
B
1459
Bridgeworth
Alabama
$428K +$149K +2,951 +53%
PL
1460
Plancorp LLC
Missouri
$425K -$488K -9,686 -53%
GBBWRPM
1461
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$425K – – –
CFA
1462
Cahill Financial Advisors
Minnesota
$425K +$2.68K +53 +0.6%
MIH
1463
Madison Investment Holdings
Wisconsin
$423K -$3.28K -65 -0.8%
IWC
1464
Integrated Wealth Concepts
Massachusetts
$422K -$301K -5,968 -42%
I
1465
IberiaBank
Louisiana
$422K -$67.1K -1,330 -14%
OC
1466
Oarsman Capital
Wisconsin
$422K -$46.5K -921 -10%
PP
1467
PrairieView Partners
Minnesota
$421K +$421K +8,347 New
LKIM
1468
Lawson Kroeker Investment Management
Nebraska
$419K -$93.3K -1,850 -18%
FPS
1469
Fieldpoint Private Securities
Connecticut
$419K -$60.2K -1,195 -13%
NFGCM
1470
Norman Fields Gottscho Capital Management
New York
$418K -$162K -3,200 -28%
GSBTD
1471
Glenview State Bank Trust Department
Illinois
$417K -$25.2K -500 -6%
CCM
1472
Cohen Capital Management
California
$417K – – –
FMB
1473
Field & Main Bank
Kentucky
$416K -$202K -4,000 -33%
NWM
1474
Northwest Wealth Management
Iowa
$416K -$5.29K -105 -1%
HVIA
1475
Hudson Valley Investment Advisors
New York
$414K -$1.26K -25 -0.3%
57 58
59
60 61