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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 %
KCPG
1751
Kavar Capital Partners Group
Kansas
$220K -$8.83K -175 -4%
CWM
1752
Circle Wealth Management
New Jersey
$219K -$41.5K -825 -16%
NAM
1753
NTV Asset Management
West Virginia
$219K – – –
BC
1754
Barnett & Company
Tennessee
$218K – – –
CAM
1755
Cozad Asset Management
Illinois
$217K -$20.7K -410 -9%
SWK
1756
Stephen W. Kidder
$217K -$10.1K -200 -4%
HWMG
1757
Hurlow Wealth Management Group
Indiana
$217K – – –
SIC
1758
Sigma Investment Counselors
Michigan
$217K – – –
SP
1759
Successful Portfolios
Florida
$217K +$217K +4,312 New
POIA
1760
Pin Oak Investment Advisors
Texas
$216K -$6.65K -132 -3%
AIM
1761
ARGA Investment Management
Connecticut
$216K – – –
AW
1762
Alpha Windward
Massachusetts
$216K +$455 +9 +0.2%
JGIA
1763
Jackson Grant Investment Advisers
Connecticut
$215K +$7.12K +141 +3%
TF
1764
Tompkins Financial
New York
$212K -$2.12K -42 -1%
HI
1765
Harrington Investments
California
$212K +$212K +4,194 New
IC
1766
Inscription Capital
Texas
$212K +$212K +4,212 New
ACA
1767
Atlas Capital Advisors
Wyoming
$212K – – –
SAM
1768
SignalPoint Asset Management
Missouri
$211K +$211K +4,176 New
FFC
1769
First Financial Corp
Indiana
$210K +$17.2K +341 +9%
FC
1770
FCA Corp
Texas
$210K +$210K +4,161 New
SCP
1771
Sandhill Capital Partners
New York
$210K +$210K +4,172 New
EVM
1772
Evelyn V. Moreno
$208K -$3.11M -61,704 -94%
M
1773
MOTCO
Texas
$208K -$100K -1,986 -33%
CFG
1774
CKW Financial Group
Hawaii
$208K – – –
RG
1775
Rikoon Group
New Mexico
$207K -$17.3K -342 -8%
69 70
71
72 73