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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 %
JWA
1851
JFS Wealth Advisors
Pennsylvania
$73K – – –
TC
1852
Truvestments Capital
Florida
$70K +$6.9K +136 +11%
EIP
1853
Ellis Investment Partners
Pennsylvania
$69K -$10.1K -208 -13%
CWM
1854
Cranbrook Wealth Management
Michigan
$68K – – –
LWM
1855
Lenox Wealth Management
Ohio
$67K +$1.99K +40 +3%
LF
1856
Lee Financial
Texas
$65K +$657 +13 +1%
MAM
1857
Marquette Asset Management
Minnesota
$62K +$15.1K +300 +32%
SGAM
1858
Smith Group Asset Management
Texas
$61K -$4.58K -90 -7%
TF
1859
TimeScale Financial
Massachusetts
$60K -$23.1K -460 -28%
FEG
1860
Financial Enhancement Group
Indiana
$60K – – –
MCA
1861
Mercer Capital Advisers
New Jersey
$59K – – –
MAM
1862
Magellan Asset Management
Australia
$58K -$461K -9,171 -89%
NC
1863
NewSquare Capital
Pennsylvania
$58K -$5.08K -101 -8%
BL
1864
Balentine LLC
Georgia
$57K – – –
MWC
1865
MBM Wealth Consultants
Missouri
$56K – – –
KFS
1866
Kelly Financial Services
Massachusetts
$50.6K +$151 +3 +0.3%
WAM
1867
Westport Asset Management
Connecticut
$50K – – –
TCCM
1868
Timber Creek Capital Management
Massachusetts
$49K – – –
BRC
1869
Bell Rock Capital
Delaware
$49K +$493 +10 +1%
AIS
1870
Accurate Investment Solutions
Pennsylvania
$47K +$151 +3 +0.3%
BCM
1871
Bourgeon Capital Management
Connecticut
$47K +$47K +923 New
VRM
1872
Vectors Research Management
New York
$46K -$403K -7,993 -90%
CAL
1873
Capital Analysts LLC
Pennsylvania
$46K +$46K +916 New
LGWM
1874
Litman Gregory Wealth Management
California
$44K -$27.6K -544 -39%
MCM
1875
MV Capital Management
Maryland
$41K +$13.5K +265 +49%
73 74
75
76 77