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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 %
LFA
1701
Legacy Financial Advisors
Kentucky
$251K +$1.87K +37 +0.8%
TIM
1702
Thompson Investment Management
Wisconsin
$251K +$24.4K +485 +11%
FPCP
1703
Fort Point Capital Partners
California
$251K +$36.2K +718 +17%
CNC
1704
Citizens & Northern Corp
Pennsylvania
$250K -$95K -1,880 -28%
CWM
1705
Calamos Wealth Management
Illinois
$249K -$400K -7,940 -62%
HPWM
1706
Highland Private Wealth Management
Washington
$249K +$249K +4,938 New
CG
1707
Corundum Group
Colorado
$248K -$151 -3 -0.1%
CNB
1708
Camden National Bank
Maine
$248K +$706 +14 +0.3%
FQ
1709
First Quadrant
California
$247K -$52.4K -1,037 -17%
TFCP
1710
Twin Focus Capital Partners
Massachusetts
$247K – – –
WI
1711
Wedgewood Investors
Pennsylvania
$246K – – –
WIA
1712
World Investment Advisors
California
$245K -$14.5M -476,117 -98%
AA
1713
Apriem Advisors
California
$245K -$37K -732 -13%
WAP
1714
Wealthcare Advisory Partners
Pennsylvania
$244K +$3.94K +78 +2%
AIA
1715
Angeles Investment Advisors
California
$244K +$244K +4,843 New
GEA
1716
Glen Eagle Advisors
New Jersey
$244K +$6.66K +132 +3%
RA
1717
Rational Advisors
New York
$243K -$70.3K -1,394 -22%
CA
1718
Crewe Advisors
Utah
$242K -$235K -4,662 -49%
VCM
1719
Vivaldi Capital Management
Illinois
$242K -$210K -4,154 -46%
BFA
1720
Benedict Financial Advisors
Georgia
$238K -$8.07K -160 -3%
CWM
1721
Cabot Wealth Management
Massachusetts
$238K – – –
QPWM
1722
Quadrant Private Wealth Management
Pennsylvania
$237K -$229K -4,847 Closed
EWF
1723
Epstein & White Financial
California
$237K -$19.9K -395 -8%
RMDI
1724
R.M. Davis Inc
Maine
$237K -$18.7K -370 -7%
LC
1725
Loews Corp
New York
$237K +$237K +4,699 New
67 68
69
70 71