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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 %
AP
1801
Arlington Partners
Alabama
$173K – – –
LPIC
1802
LeJeune Puetz Investment Counsel
Michigan
$164K -$20.2K -400 -11%
HIM
1803
Hillsdale Investment Management
Ontario, Canada
$163K +$65.1K +1,290 +66%
RP
1804
Rowlandmiller & Partners
Georgia
$157K – – –
CII
1805
Capital International Inc
California
$157K +$157K +3,106 New
CAGAS
1806
Capital Advisory Group Advisory Services
Minnesota
$156K – – –
BFC
1807
Bedel Financial Consulting
Indiana
$155K +$1.67K +33 +1%
CA
1808
Centerpoint Advisors
Massachusetts
$154K -$7.55K -150 -5%
IF
1809
Ironwood Financial
Arizona
$153K – – –
BWL
1810
Bogart Wealth LLC
Virginia
$148K -$7.97K -158 -5%
BCI
1811
Brinker Capital Investments
Pennsylvania
$146K -$21.3K -422 -13%
BWA
1812
BDO Wealth Advisors
Florida
$141K +$454 +9 +0.3%
WAS
1813
Winch Advisory Services
Wisconsin
$141K +$1.11K +22 +0.8%
AIM
1814
Advantage Investment Management
Iowa
$141K +$9.42K +187 +7%
AA
1815
Advisory Alpha
Michigan
$139K +$139K +2,893 New
CAC
1816
Certified Advisory Corp
Florida
$137K +$15.4K +306 +13%
LD
1817
Lipe & Dalton
New York
$136K +$136K +2,695 New
WCG
1818
Weaver Consulting Group
California
$134K +$86.8K +1,785 +184%
TCM
1819
Tradewinds Capital Management
Washington
$133K +$251 +5 +0.2%
PFGIA
1820
Patriot Financial Group Insurance Agency
Massachusetts
$129K -$14.5K -288 -10%
DOA
1821
D'Orazio & Associates
Virginia
$128K +$252 +5 +0.2%
PWMG
1822
Prestige Wealth Management Group
New Jersey
$123K +$53K +1,050 +76%
SBL
1823
Sargent Bickham Lagudis
Colorado
$122K -$11.7K -231 -9%
AFIA
1824
America First Investment Advisors
Nebraska
$122K – – –
LFG
1825
LifePlan Financial Group
Ohio
$116K – – –
71 72
73
74 75