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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 %
MSAM
1576
Moloney Securities Asset Management
Missouri
$333K +$32.8K +650 +11%
SMFS
1577
Squar Milner Financial Services
California
$333K +$61.7K +2,622 +23%
SHJ
1578
Sharkey, Howes & Javer
Colorado
$332K – – –
CPO
1579
Cerity Partners OCIO
New York
$331K +$5.25K +104 +2%
SXL
1580
Summit X LLC
Missouri
$330K -$3.33K -65 -1%
BFG
1581
Bouchey Financial Group
New York
$330K – – –
MJP
1582
Michael J. Puzo
$328K – – –
EWM
1583
Empirical Wealth Management
Washington
$326K +$60.2K +1,191 +23%
FHA
1584
Flagship Harbor Advisors
Massachusetts
$325K -$200K -3,978 -38%
HCM
1585
Hollencrest Capital Management
California
$325K – – –
Loomis, Sayles & Company
1586
Loomis, Sayles & Company
Massachusetts
$324K -$1.3M -25,772 -80%
CVM
1587
Cheviot Value Management
California
$324K +$7.66K +152 +2%
AFC
1588
AFT Forsyth & Company
Florida
$320K -$116K -2,300 -27%
LBD
1589
Landsberg Bennett & Dubbaneh
Florida
$320K +$355 +7 +0.1%
KTC
1590
Kistler-Tiffany Companies
Pennsylvania
$319K -$17.9K -354 -5%
TSW
1591
Thompson Siegel & Walmsley
Virginia
$319K -$12.6K -250 -4%
P
1592
&Partners
Tennessee
$319K +$5.04K +100 +2%
JLBC
1593
J.L. Bainbridge & Co
Florida
$318K -$160K -3,160 -33%
PAI
1594
Pittenger & Anderson Inc
Nebraska
$318K – – –
JWM
1595
JGP Wealth Management
Oregon
$318K +$1.12K +23 +0.4%
ATFA
1596
All Terrain Financial Advisors
Minnesota
$317K – – –
MCM
1597
McRae Capital Management
New Jersey
$316K -$80.6K -1,600 -20%
WC
1598
Weil Company
California
$315K -$202K -4,000 -39%
CWM
1599
Confluence Wealth Management
Oregon
$315K -$46.3K -918 -13%
PA
1600
Probity Advisors
Texas
$315K -$606 -12 -0.2%
62 63
64
65 66