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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 %
FSCM
901
Front Street Capital Management
Montana
$2.15M +$17.2K +320 +0.8%
AWM
902
Argent Wealth Management
Massachusetts
$2.15M +$2.15M +39,870 New
MA
903
Montag & Associates
Georgia
$2.14M -$10.8K -200 -0.5%
BJL
904
Brighton Jones LLC
Washington
$2.13M +$77K +1,432 +4%
AA
905
Ancora Advisors
Ohio
$2.12M -$1.72K -32 -0.1%
LWANC
906
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.12M -$24.2K -450 -1%
PA
907
Parallel Advisors
California
$2.11M +$64.7K +1,202 +3%
VHAM
908
Van Hulzen Asset Management
California
$2.1M +$1.59M +29,634 +314%
CAM
909
Carret Asset Management
New York
$2.1M -$19.9K -370 -0.9%
DSC
910
Duncker Streett & Co
Missouri
$2.1M +$82.2K +1,527 +4%
AAIM
911
Asset Advisors Investment Management
Georgia
$2.09M +$500K +10,150 +32%
AWM
912
Altium Wealth Management
New York
$2.08M +$188K +3,498 +10%
TFS
913
Thoroughbred Financial Services
Tennessee
$2.08M -$40K -744 -2%
P
914
Pitcairn
Pennsylvania
$2.06M -$289K -5,379 -12%
CF
915
CNA Financial
Illinois
$2.05M -$776K -14,429 -28%
KWM
916
Kingsview Wealth Management
Oregon
$2.04M +$263K +4,886 +15%
IC
917
Investment Counsel
Michigan
$2.04M -$10.8K -200 -0.5%
MCM
918
Monarch Capital Management
Indiana
$2.04M – – –
MIM
919
Miller Investment Management
Pennsylvania
$2.03M – – –
CS
920
Cannell & Spears
New York
$2.03M +$242K +4,504 +14%
BBNA
921
Bremer Bank National Association
Minnesota
$2.01M -$109K -2,027 -5%
MFW
922
Meristem Family Wealth
Minnesota
$2.01M -$62.1K -1,154 -3%
WTB
923
Washington Trust Bank
Washington
$2.01M -$71K -1,319 -3%
HCP
924
Holt Capital Partners
Texas
$2M +$32.3K +600 +2%
GC
925
Guardian Capital
Ontario, Canada
$2M -$2.37K -44 -0.1%
35 36
37
38 39