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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 %
BSPF
1476
British Steel Pension Fund
United Kingdom
$413K -$290K -5,748 -41%
FAT
1477
First American Trust
California
$413K -$101K -2,000 -20%
FA
1478
Faithward Advisors
Pennsylvania
$411K +$411K +8,149 New
NQWM
1479
Northwest Quadrant Wealth Management
Oregon
$410K +$5.5K +109 +1%
SC
1480
Schulhoff & Co
Ohio
$407K +$35.4K +703 +10%
BWM
1481
BigSur Wealth Management
Florida
$406K – – –
RWA
1482
River Wealth Advisors
Pennsylvania
$406K +$3.18K +63 +0.8%
FIM
1483
Fruth Investment Management
Texas
$405K – – –
DIA
1484
Dean Investment Associates
Ohio
$404K -$13.9K -275 -3%
CC
1485
Colrain Capital
Massachusetts
$404K – – –
PC
1486
Port Capital
Illinois
$403K -$30.3K -600 -7%
ARMC
1487
American Research & Management Company
Massachusetts
$403K – – –
BSB
1488
Bangor Savings Bank
Maine
$401K +$63.7K +1,261 +19%
VCAM
1489
Van Cleef Asset Management
Ohio
$398K +$10.1K +200 +3%
OCM
1490
One Capital Management
California
$397K -$80.6K -1,597 -17%
SBSB
1491
Sullivan, Bruyette, Speros & Blaney
Virginia
$397K +$117K +2,323 +42%
RIM
1492
Regent Investment Management
Kentucky
$396K -$30.3K -600 -7%
ACM
1493
AUA Capital Management
Pennsylvania
$396K – – –
BFA
1494
Beaumont Financial Advisors
Massachusetts
$396K +$171K +3,400 +76%
WA
1495
WBH Advisory
Maryland
$393K +$101 +2 +0%
KA
1496
Kovack Advisors
Florida
$392K +$12.8K +253 +3%
AIM
1497
Arcadia Investment Management
Michigan
$391K -$24K -475 -6%
APG
1498
Abacus Planning Group
South Carolina
$391K +$177K +3,523 +83%
WCM
1499
Wedge Capital Management
North Carolina
$389K +$389K +7,711 New
JT
1500
Jump Trading
Illinois
$388K -$78.2K -1,552 -17%
58 59
60
61 62