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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 %
MCM
1501
Murphy Capital Management
New Jersey
$388K -$50.4K -1,000 -11%
JVBC
1502
J.V. Bruni & Co
Colorado
$388K -$10.9K -216 -3%
Financial Engines Advisors
1503
Financial Engines Advisors
California
$388K +$1.01K +20 +0.3%
PP
1504
PagnatoKarp Partners
Virginia
$387K -$19.7K -391 -5%
AUB
1505
Atlantic Union Bankshares
Virginia
$387K +$2.62K +52 +0.7%
CIA
1506
CSat Investment Advisory
Michigan
$386K +$50.8K +1,008 +15%
IIC
1507
Integrated Investment Consultants
Michigan
$386K +$386K +7,653 New
PIM
1508
Penobscot Investment Management
Massachusetts
$385K -$16.4K -325 -4%
AWA
1509
Arete Wealth Advisors
Illinois
$385K +$20.2K +401 +6%
TI
1510
Tidal Investments
Wisconsin
$384K +$384K +7,622 New
EGA
1511
E&G Advisors
Texas
$383K – – –
PFS
1512
Physicians Financial Services
North Carolina
$383K +$101 +2 +0%
WI
1513
WrapManager Inc
California
$383K +$83.4K +1,654 +28%
OAM
1514
Occidental Asset Management
California
$381K -$120K -2,387 -24%
SWA
1515
Sutton Wealth Advisors
Florida
$380K -$30.4K -602 -7%
DA
1516
Doliver Advisors
Texas
$380K +$23.2K +463 +7%
BFPW
1517
BOK Financial Private Wealth
Colorado
$380K +$80.3K +1,590 +27%
BCA
1518
Bray Capital Advisors
Florida
$379K -$161K -3,192 -30%
IRC
1519
Investors Research Corp
Georgia
$379K +$51.4K +1,019 +16%
WCM
1520
Wallace Capital Management
Texas
$378K – – –
GWCM
1521
Godshalk Welsh Capital Management
Pennsylvania
$376K -$2.52K -50 -0.7%
HCA
1522
Harbour Capital Advisors
Virginia
$375K – – –
BCWM
1523
Blue Chip Wealth Management
Florida
$375K +$63.4K +1,256 +20%
JA
1524
JOYN Advisors
Georgia
$373K -$677K -13,404 -64%
BPA
1525
Beacon Pointe Advisors
California
$372K -$250K -4,956 -40%
59 60
61
62 63