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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 %
SCA
1876
Stuart Chaussee & Associates
California
$39K – – –
NIM
1877
NuWave Investment Management
New Jersey
$39K +$21.5K +439 +122%
WOC
1878
West Oak Capital
California
$38K -$91.2K -1,800 -71%
GTAM
1879
Global Trust Asset Management
Florida
$37K -$238K -4,765 -87%
FGAM
1880
Financial Gravity Asset Management
Texas
$37K +$101 +2 +0.3%
AIC
1881
Archer Investment Corporation
Indiana
$36K -$358K -7,040 -91%
GWMIA
1882
Global Wealth Management Investment Advisory
Florida
$35K -$24K -478 -41%
CT
1883
Clearstead Trust
Maine
$33K – – –
SIAP
1884
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K – – –
JAM
1885
JCIC Asset Management
Ontario, Canada
$32K – – –
BWM
1886
Baystate Wealth Management
Massachusetts
$31K -$39.8K -784 -56%
OSNBOA
1887
Old Second National Bank of Aurora
Illinois
$30K -$113K -2,250 -79%
FIA
1888
FNY Investment Advisers
New York
$30K +$30K +600 New
VIMU
1889
Veritas Investment Management (UK)
United Kingdom
$28K – – –
SIS
1890
Sound Income Strategies
Florida
$28K +$8.95K +179 +47%
NCM
1891
New Capital Management
Texas
$26K – – –
ST
1892
Sageworth Trust
Pennsylvania
$25K – – –
CFN
1893
Cordasco Financial Network
Florida
$25K – – –
HCA
1894
Horan Capital Advisors
Ohio
$25K +$25K +495 New
RAM
1895
Riggs Asset Management
Pennsylvania
$24K – – –
RBC
1896
Roble Belko & Company
Pennsylvania
$24K – – –
HIIFS
1897
Harel Insurance Investments & Financial Services
Israel
$22K -$13.8K -273 -39%
TCM
1898
TD Capital Management
Tennessee
$21K – – –
LFG
1899
Larson Financial Group
Missouri
$21K +$151 +3 +0.7%
SIA
1900
Sit Investment Associates
Minnesota
$19K -$312K -6,150 -94%
74 75
76
77 78