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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 %
SCM
1551
Snow Capital Management
Pennsylvania
$352K – – –
IFWM
1552
Institute for Wealth Management
Colorado
$350K -$129K -2,550 -27%
LRPA
1553
L. Roy Papp & Associates
Arizona
$350K +$909 +18 +0.3%
CF
1554
Copperwynd Financial
Arizona
$349K – – –
FCB
1555
First Command Bank
Texas
$349K +$42.9K +850 +14%
FCFS
1556
First Command Financial Services
Texas
$349K +$42.9K +850 +14%
LNB
1557
Ledyard National Bank
$348K -$7.58K -150 -2%
BI
1558
Ballast Inc
Kentucky
$346K -$25.1K -498 -7%
JAM
1559
Jupiter Asset Management
United Kingdom
$345K – – –
FHC
1560
First Heartland Consultants
Missouri
$345K +$29.1K +577 +9%
PHK
1561
Point72 Hong Kong
Hong Kong
$345K +$81K +1,606 +31%
BFIC
1562
Bedell Frazier Investment Counselling
California
$344K -$81.7K -1,621 -19%
PAS
1563
Partnervest Advisory Services
California
$344K -$73.6K -1,458 -18%
ACM
1564
AlphaStar Capital Management
North Carolina
$344K -$19K -376 -5%
PFA
1565
Pure Financial Advisors
California
$343K -$15.8K -314 -4%
LC
1566
LCNB Corp
Ohio
$342K -$8.22K -163 -2%
LA
1567
Lau Associates
Delaware
$342K +$19.8K +393 +6%
VAM
1568
Verity Asset Management
North Carolina
$340K +$50.5K +1,004 +17%
PCP
1569
Proficio Capital Partners
Massachusetts
$340K +$151K +2,992 +80%
HL
1570
HeadInvest LLC
Maine
$339K +$81.9K +1,626 +32%
DIA
1571
Dana Investment Advisors
Wisconsin
$337K -$18.3K -362 -5%
JSL
1572
JT Stratford LLC
Georgia
$337K +$337K +6,686 New
AWM
1573
Aevitas Wealth Management
Massachusetts
$334K +$1.72K +34 +0.5%
EB
1574
Eastern Bank
Massachusetts
$333K -$958 -19 -0.3%
Aristotle Capital Management
1575
Aristotle Capital Management
California
$333K – – –
61 62
63
64 65