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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 %
AF
1351
Arrow Financial
New York
$572K -$67.3K -1,335 -11%
EF
1352
Exeter Financial
Arizona
$572K +$5.6K +111 +1%
AOWM
1353
Alpha Omega Wealth Management
Virginia
$572K +$455K +8,416 +389%
BFO
1354
Boston Family Office
Massachusetts
$569K -$29.6K -586 -5%
TCM
1355
Telos Capital Management
California
$569K +$265K +5,247 +87%
ED
1356
Exane Derivatives
France
$568K -$147K -2,922 -21%
BEAM
1357
Baker Ellis Asset Management
Washington
$568K -$95.8K -1,900 -14%
CCT
1358
Chemung Canal Trust
New York
$568K -$83.4K -1,651 -13%
CAW
1359
Cornerstone Advisors (Washington)
Washington
$562K +$36.5K +723 +7%
WANY
1360
Wealthspire Advisors (New York)
New York
$562K +$562K +11,145 New
HHGA
1361
Halbert Hargrove Global Advisors
California
$561K +$22.6K +449 +4%
WPP
1362
Whalerock Point Partners
Rhode Island
$560K – – –
PAIM
1363
Punch & Associates Investment Management
Minnesota
$559K – – –
VCM
1364
Vision Capital Management
Oregon
$557K +$11.9K +235 +2%
DAM
1365
Doheny Asset Management
California
$555K +$146K +2,900 +36%
PCMC
1366
Private Capital Management (Colorado)
Colorado
$554K -$1.21K -24 -0.2%
OCM
1367
Osterweis Capital Management
California
$554K +$5.55K +110 +1%
Koshinski Asset Management
1368
Koshinski Asset Management
Illinois
$553K -$10.1K -201 -2%
AWA
1369
ARS Wealth Advisors
Florida
$552K -$31.9K -632 -5%
AB
1370
Atlas Brown
Kentucky
$552K +$41.5K +822 +8%
CPC
1371
Congress Park Capital
New York
$550K +$27.9K +553 +5%
OIA
1372
Optimum Investment Advisors
Illinois
$549K +$8.53K +169 +2%
MFG
1373
Magnus Financial Group
New York
$546K +$27.2K +539 +5%
TCM
1374
Tributary Capital Management
Nebraska
$545K -$20.2K -400 -4%
JC
1375
Jacobs & Co
California
$539K -$4.54K -90 -0.8%
53 54
55
56 57