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Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
801
Kovitz Investment Group Partners
Illinois
$2.91M +$56.4K +1,048 +2%
IC
802
IEQ Capital
California
$2.91M +$2.91M +54,014 New
CWS
803
Cypress Wealth Services
California
$2.9M -$632K -11,750 -18%
BC
804
Brio Consultants
California
$2.9M +$377 +7 +0%
KA
805
KLCM Advisors
Wisconsin
$2.9M +$777K +14,439 +37%
PTC
806
Private Trust Company
Ohio
$2.89M +$122K +2,276 +4%
AWM
807
Adams Wealth Management
Utah
$2.89M +$2.89M +53,743 New
MWM
808
Mission Wealth Management
California
$2.89M +$4.41K +82 +0.2%
CNBT
809
Canandaigua National Bank & Trust
New York
$2.89M -$623K -11,586 -18%
WIA
810
Wealthstreet Investment Advisors
Texas
$2.88M – – –
BRWA
811
B. Riley Wealth Advisors
Florida
$2.87M +$564K +10,471 +24%
PAM
812
Paradigm Asset Management
New York
$2.87M +$110K +2,050 +4%
BBA
813
BLB&B Advisors
Pennsylvania
$2.83M +$85K +1,580 +3%
H
814
HoyleCohen
California
$2.83M +$15.3K +285 +0.5%
LIM
815
Leavell Investment Management
Alabama
$2.8M -$433K -8,045 -13%
SFO
816
Stokes Family Office
Louisiana
$2.8M +$2.8M +51,702 New
FPB
817
First PREMIER Bank
South Dakota
$2.79M -$63.2K -1,175 -2%
EWA
818
EP Wealth Advisors
California
$2.79M +$371K +6,893 +15%
SAM
819
Sequent Asset Management
Texas
$2.78M +$800K +14,871 +41%
ASA
820
Armstrong Shaw Associates
Connecticut
$2.77M -$198K -3,672 -7%
BIA
821
BMT Investment Advisors
Pennsylvania
$2.77M +$328K +6,100 +13%
QF
822
QVT Financial
New York
$2.76M – – –
HW
823
Hancock Whitney
Mississippi
$2.76M -$263K -4,883 -9%
SGCA
824
Steel Grove Capital Advisors
Tennessee
$2.75M +$44.9K +834 +2%
WPA
825
Winning Points Advisors
Florida
$2.74M +$32.3K +600 +1%
31 32
33
34 35