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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 %
BCM
1676
BTC Capital Management
Iowa
$267K – – –
RPAM
1677
Rhenman & Partners Asset Management
Sweden
$266K – – –
FM
1678
Family Management
New York
$266K +$266K +5,283 New
FI
1679
FormulaFolio Investments
Michigan
$265K -$72.9K -1,443 -22%
EFSCE
1680
Enterprise Financial Services Corp (EFSC)
Missouri
$265K +$50.5K +1,002 +24%
DWA
1681
Dougherty Wealth Advisers
Minnesota
$263K -$111K -2,204 -30%
THWM
1682
Taylor Hoffman Wealth Management
Virginia
$263K -$3.99K -79 -1%
SWRP
1683
Summit Wealth & Retirement Planning
California
$262K +$1.11K +22 +0.4%
BWP
1684
BSW Wealth Partners
Colorado
$262K +$27.2K +540 +12%
HA
1685
Halsey Associates
Connecticut
$262K +$262K +5,201 New
HI
1686
Hendershot Investments
Virginia
$261K -$2.52K -50 -1%
GS
1687
Gagnon Securities
New York
$260K – – –
CF
1688
Centaurus Financial
California
$257K -$19.7K -390 -7%
CCM
1689
Cribstone Capital Management
Maine
$257K -$17K -337 -6%
CIA
1690
Caledonia Investments (Australia)
Australia
$257K – – –
PO
1691
Private Ocean
California
$256K +$50 +1 +0%
VWA
1692
V Wealth Advisors
Kansas
$256K +$28.5K +565 +13%
CAM
1693
Congress Asset Management
Massachusetts
$254K +$21.2K +421 +9%
APW
1694
Acima Private Wealth
Virginia
$253K – – –
FLPIM
1695
F.L. Putnam Investment Management
Massachusetts
$253K +$253K +5,022 New
IA
1696
Independence Advisors
Pennsylvania
$252K -$7.2K -143 -3%
FC
1697
Fore Capital
New York
$252K – – –
NME
1698
Notis-McConarty Edward
$252K – – –
DW
1699
Domani Wealth
Pennsylvania
$252K +$6.91K +137 +3%
SI
1700
SCP Investment
California
$252K +$252K +5,000 New
66 67
68
69 70