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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 %
MCP
826
Mirador Capital Partners
California
$2.31M +$74.6K +1,479 +3%
MRCM
827
M&R Capital Management
New Jersey
$2.3M +$4.78K +95 +0.2%
BIA
828
BMT Investment Advisors
Pennsylvania
$2.29M +$77.7K +1,541 +4%
SC
829
Savant Capital
Illinois
$2.28M -$34.5K -684 -1%
KSCM
830
Kamunting Street Capital Management
Florida
$2.27M -$6.05M -120,000 -73%
EWA
831
EP Wealth Advisors
California
$2.27M -$183K -3,629 -7%
WC
832
Winmill & Co
New York
$2.27M +$2.27M +45,000 New
LWCFA
833
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.26M -$40.2K -796 -2%
OWD
834
Osborn Williams & Donohoe
Ohio
$2.26M -$172K -3,412 -7%
BOTW
835
Bank of the West
California
$2.25M -$525K -10,416 -19%
CCM
836
Compton Capital Management
Rhode Island
$2.24M -$40.4K -800 -2%
OA
837
Oxbow Advisors
Texas
$2.23M +$351K +6,965 +19%
KA
838
Kintegral Advisory
New York
$2.23M – – –
AAS
839
Avantax Advisory Services
Texas
$2.23M +$129K +2,559 +6%
RAM
840
Roanoke Asset Management
New Jersey
$2.22M -$89K -1,765 -4%
B
841
Barings
North Carolina
$2.21M +$2.42K +48 +0.1%
FMWA
842
Forvis Mazars Wealth Advisors
Missouri
$2.21M +$120K +2,389 +6%
SPC
843
Sigma Planning Corp
Michigan
$2.21M -$315K -6,248 -12%
VSWA
844
Vontobel Swiss Wealth Advisors
Switzerland
$2.21M -$363K -7,200 -14%
Assenagon Asset Management
845
Assenagon Asset Management
Luxembourg
$2.21M -$85.7K -1,700 -4%
LOAME
846
Lombard Odier Asset Management (Europe)
United Kingdom
$2.21M +$159K +3,150 +8%
ACS
847
Archford Capital Strategies
Illinois
$2.21M -$7.32K -145 -0.3%
FM
848
Foster & Motley
Ohio
$2.2M -$853K -16,901 -28%
P
849
Pitcairn
Pennsylvania
$2.2M +$49.3K +977 +2%
DLCIG
850
D.L. Carlson Investment Group
New Hampshire
$2.2M +$2.2M +43,525 New
32 33
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