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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 %
EWM
1601
Evermay Wealth Management
Virginia
$314K -$15.6K -310 -5%
SIG
1602
Sky Investment Group
Connecticut
$314K +$9.85K +195 +3%
SSA
1603
Schonfeld Strategic Advisors
New York
$313K +$313K +6,200 New
BWA
1604
Burt Wealth Advisors
Maryland
$312K – – –
TI
1605
Telemetry Investments
New York
$312K +$9.09K +180 +3%
LCM
1606
Liberty Capital Management
Michigan
$311K -$202K -4,000 -39%
DAM
1607
Deltec Asset Management
New York
$311K – – –
SG
1608
StoneX Group
New York
$310K +$310K +6,152 New
PT
1609
Plimoth Trust
Massachusetts
$309K -$5.54K -110 -2%
GD
1610
Grandfield & Dodd
New York
$308K -$101K -2,000 -25%
WAS
1611
WESPAC Advisors SoCal
California
$307K +$50 +1 +0%
SCM
1612
Smith Capital Management
Arkansas
$307K +$5.71K +113 +2%
CRWM
1613
Castle Rock Wealth Management
California
$306K -$23.2K -460 -7%
PCFFS
1614
Pacific Center for Financial Services
California
$305K +$151 +3 +0%
FANJ
1615
Financial Architects (New Jersey)
New Jersey
$303K -$4.81M -95,320 -94%
PCM
1616
Palisade Capital Management
New Jersey
$303K -$88.4K -1,750 -23%
ACA
1617
Ackerman Capital Advisors
Texas
$303K -$50.5K -1,000 -14%
CA
1618
Continuum Advisory
Idaho
$303K +$29.4K +599 +11%
VI
1619
Versor Investments
New York
$303K +$303K +6,000 New
NL
1620
NWAM LLC
Washington
$302K -$60.9K -1,210 -17%
GLA
1621
Great Lakes Advisors
Illinois
$301K -$103K -2,049 -26%
WC
1622
Westhampton Capital
North Carolina
$300K – – –
NGA
1623
Naples Global Advisors
Florida
$300K – – –
NFG
1624
Nations Financial Group
Iowa
$300K +$300K +5,806 New
TFS
1625
TrustCore Financial Services
Tennessee
$299K -$13.9K -275 -4%
63 64
65
66 67