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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 %
CIP
1776
Capital Insight Partners
Arizona
$207K +$207K +4,103 New
HR
1777
Hayden Royal
North Carolina
$204K -$43.8K -868 -18%
LRIA
1778
Leonard Rickey Investment Advisors
Washington
$204K -$10.8K -214 -5%
AF
1779
Affiance Financial
Minnesota
$203K -$25.9K -514 -11%
PLFAM
1780
Pineno Levin & Ford Asset Management
Virginia
$203K +$203K +4,032 New
Kayne Anderson Rudnick Investment Management
1781
Kayne Anderson Rudnick Investment Management
California
$202K – – –
CIM
1782
Confluence Investment Management
Missouri
$202K +$202K +4,000 New
SNBOSD
1783
Security National Bank of So Dak
Iowa
$202K +$202K +4,012 New
MTIM
1784
Marathon Trading Investment Management
Pennsylvania
$201K -$1.7M -33,700 -89%
BIM
1785
Baldwin Investment Management
Pennsylvania
$201K -$579K -11,483 -74%
CI
1786
CX Institutional
Indiana
$201K -$92.2K -1,831 -31%
SIAS
1787
Shine Investment Advisory Services
Colorado
$200K +$657 +13 +0.3%
AM
1788
Atwater Malick
Pennsylvania
$200K +$200K +3,960 New
OCM
1789
Orser Capital Management
Texas
$200K +$200K +4,000 New
QAM
1790
QCI Asset Management
New York
$199K – – –
SQA
1791
Simon Quick Advisors
New Jersey
$194K +$52.4K +1,036 +37%
ATC
1792
Adirondack Trust Company
New York
$192K -$1.51K -30 -0.8%
HWA
1793
Heritage Wealth Advisors
Virginia
$191K -$45.6K -907 -19%
FWM
1794
Focused Wealth Management
New York
$183K +$152K +3,000 +482%
NCM
1795
Nelson Capital Management
California
$181K +$15.1K +300 +9%
ME
1796
McIlrath & Eck
Washington
$180K -$46K -915 -20%
APC
1797
Aspire Private Capital
North Carolina
$179K – – –
VCM
1798
Vigilant Capital Management
Maine
$176K +$22.2K +440 +14%
GAM
1799
Gemmer Asset Management
California
$175K -$6.12K -121 -3%
MA
1800
MCF Advisors
Kentucky
$175K +$68.6K +1,363 +64%
70 71
72
73 74