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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 %
BRM
1626
Boston Research & Management
Massachusetts
$299K – – –
DMC
1627
Drexel Morgan & Co
Pennsylvania
$299K +$757 +15 +0.3%
MFW
1628
Mosaic Family Wealth
Missouri
$298K -$202 -4 -0.1%
WAAG
1629
Wealth Alliance Advisory Group
Kansas
$298K +$7.43K +151 +3%
LC
1630
Lincoln Capital
Nebraska
$295K – – –
VBFP
1631
Valtinson Bruner Financial Planning
Minnesota
$293K -$129K -2,629 -31%
SHWM
1632
Smith & Howard Wealth Management
Georgia
$293K -$33.1K -658 -10%
OCG
1633
Opus Capital Group
Ohio
$293K +$202 +4 +0.1%
VA
1634
Valmark Advisers
Ohio
$293K +$41.5K +823 +16%
VAG
1635
VisionPoint Advisory Group
Texas
$292K -$34.3K -695 -10%
BA
1636
Birinyi Associates
Connecticut
$292K – – –
QCM
1637
Quantinno Capital Management
New York
$292K +$292K +5,780 New
BMC
1638
Benin Management Corp
Connecticut
$291K – – –
LDFR
1639
Lehman & Derafelo Financial Resources
Pennsylvania
$290K -$162K -3,200 -36%
OC
1640
Oakworth Capital
Alabama
$290K -$153K -3,032 -34%
BMM
1641
Buffington Mohr McNeal
Idaho
$290K -$6.75K -134 -2%
RGNCM
1642
R.G. Niederhoffer Capital Management
New York
$288K -$126K -2,500 -30%
PP
1643
Pegasus Partners
Wisconsin
$287K -$24.5K -487 -8%
KP
1644
Keel Point
Alabama
$287K – – –
CTI
1645
Community Trust & Investment
Kentucky
$287K +$5.6K +111 +2%
AFM
1646
Andesa Financial Management
Pennsylvania
$287K +$53.9K +1,061 +23%
CCG
1647
Chatham Capital Group
Georgia
$286K -$139K -2,750 -33%
WG
1648
Welch Group
Alabama
$286K – – –
5L
1649
55I LLC
Massachusetts
$286K – – –
MJRIC
1650
Mogy Joel R Investment Counsel
California
$286K – – –
64 65
66
67 68