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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 %
WMG
1976
WESCAP Management Group
California
– -$999K -21,112 Closed
VFPI
1977
Vantage Financial Partners (Illinois)
Illinois
– -$980K -20,700 Closed
LBC
1978
Lawrence B. Cohen
– -$973K -20,554 Closed
GPC
1979
Glacier Peak Capital
Washington
– -$946K -20,000 Closed
EP
1980
Edgestream Partners
New Jersey
– -$732K -15,470 Closed
AAM
1981
Augustine Asset Management
Florida
– -$715K -15,116 Closed
Simplex Trading
1982
Simplex Trading
Illinois
– -$712K -15,057 Closed
WIS
1983
Wright Investors Service
Connecticut
– -$546K -11,544 Closed
ACC
1984
Accident Compensation Corp
New Zealand
– -$530K -11,200 Closed
LWM
1985
Liberty Wealth Management
California
– -$526K -11,110 Closed
JDR
1986
Jay D. Rosenbaum
– -$473K -9,985 Closed
OFS
1987
OneAscent Financial Services
Alabama
– -$424K -8,968 Closed
HC
1988
HNP Capital
New York
– -$421K -8,905 Closed
WSC
1989
Wellington Shields & Co
New York
– -$416K -8,797 Closed
FAM
1990
Formidable Asset Management
Ohio
– -$422K -8,711 Closed
NC
1991
Noked Capital
Israel
– -$412K -8,700 Closed
NI
1992
Noked Israel
Israel
– -$412K -8,700 Closed
IUHSA
1993
Itau Unibanco Holding S.A.
Brazil
– -$410K -8,657 Closed
PKC
1994
Palmer Knight Company
Florida
– -$383K -8,098 Closed
HS
1995
HighVista Strategies
Massachusetts
– -$379K -8,000 Closed
BA
1996
Bristlecone Advisors
Washington
– -$368K -7,777 Closed
Ninety One (UK)
1997
Ninety One (UK)
United Kingdom
– -$351K -7,412 Closed
WA
1998
WealthTrust Axiom
Pennsylvania
– -$339K -7,174 Closed
BIM
1999
Barton Investment Management
Pennsylvania
– -$332K -7,020 Closed
EGM
2000
Engineers Gate Manager
New York
– -$330K -6,966 Closed
78 79
80
81 82