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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 %
FSA
1251
Fort Sheridan Advisors
Illinois
$710K -$5.05K -100 -0.7%
NDSI
1252
Newman Dignan & Sheerar Inc
Rhode Island
$706K -$45.4K -900 -6%
JCM
1253
Jacobsen Capital Management
Utah
$704K +$151 +3 +0%
PWPS
1254
Pinnacle Wealth Planning Services
Ohio
$704K +$174K +3,452 +33%
RWM
1255
Ritholtz Wealth Management
New York
$703K +$41.3K +819 +6%
LSAG
1256
Lake Street Advisors Group
New Hampshire
$703K +$38.8K +872 +6%
DP
1257
Denver PWM
Colorado
$701K – – –
AMIM
1258
Aull & Monroe Investment Management
Alabama
$696K -$3.53K -70 -0.5%
CA
1259
Calton & Associates
Florida
$695K +$152K +3,003 +28%
FFS
1260
Founders Financial Securities
Maryland
$693K +$151K +2,993 +28%
BCA
1261
Bay Colony Advisors
Massachusetts
$693K +$391K +7,755 +130%
TA
1262
Tiedemann Advisors
New York
$691K -$33.7K -666 -5%
TIA
1263
Traphagen Investment Advisors
New Jersey
$689K +$31.9K +632 +5%
DWA
1264
Divergent Wealth Advisors
Utah
$688K -$16.4K -326 -2%
IPW
1265
Inlet Private Wealth
Florida
$682K -$841K -16,678 -55%
CA
1266
CapWealth Advisors
Tennessee
$681K – – –
BCM
1267
Bayesian Capital Management
New York
$681K +$681K +13,500 New
PCA
1268
Personal Capital Advisors
California
$680K +$76.6K +1,520 +13%
PNAA
1269
Pictet North America Advisors
Switzerland
$679K -$2.47K -49 -0.4%
ONST
1270
Old North State Trust
North Carolina
$678K +$3.28K +65 +0.5%
AFP
1271
Ausdal Financial Partners
Iowa
$675K +$107K +2,127 +19%
SC
1272
SouthState Corp
Florida
$672K -$342K -6,781 -34%
AWM
1273
Aries Wealth Management
Maine
$672K – – –
CAM
1274
Columbia Asset Management
Michigan
$672K +$149K +2,950 +28%
TFO
1275
Tarbox Family Office
California
$670K -$1.41K -28 -0.2%
49 50
51
52 53