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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 %
PCP
1001
Proficio Capital Partners
Massachusetts
$1.64M +$1.27M +23,652 +350%
HAG
1002
HighPoint Advisor Group
Illinois
$1.63M +$170K +3,493 +12%
CB
1003
Community Bank
New York
$1.62M +$2.69K +50 +0.2%
WAM
1004
Weatherly Asset Management
California
$1.62M +$361K +6,704 +29%
Wealth Enhancement Advisory Services
1005
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$1.62M +30,107 New
ACM
1006
Ategra Capital Management
Virginia
$1.62M +$1.08M +20,091 +201%
DTC
1007
Davidson Trust Company
Washington
$1.62M +$1.62M +30,105 New
BOC
1008
Barbara Oil Co
Illinois
$1.61M – – –
JCM
1009
Jacobi Capital Management
Pennsylvania
$1.6M +$105K +2,008 +7%
BCCM
1010
Bridge Creek Capital Management
Massachusetts
$1.6M -$220K -4,095 -12%
SIAG
1011
Signet Investment Advisory Group
Rhode Island
$1.59M +$79.9K +1,485 +5%
FNBT
1012
FineMark National Bank & Trust
Florida
$1.59M -$6.51K -121 -0.4%
PWM
1013
Perigon Wealth Management
California
$1.59M +$291K +5,488 +23%
AL
1014
Aspiriant LLC
California
$1.58M -$646 -12 -0%
PAS
1015
Park Avenue Securities
New York
$1.58M +$258K +4,798 +20%
GIA
1016
GHP Investment Advisors
Colorado
$1.58M +$71.2K +1,323 +5%
CL
1017
Choreo LLC
Illinois
$1.57M -$116K -2,154 -7%
BPCA
1018
Bank Pictet & Cie (Asia)
Singapore
$1.57M +$121K +2,248 +8%
AAM
1019
Auxier Asset Management
Oregon
$1.56M -$40.2K -748 -3%
BFEC
1020
Benjamin F. Edwards & Company
Missouri
$1.56M +$112K +2,089 +8%
YWP
1021
YorkBridge Wealth Partners
New York
$1.55M -$109K -2,028 -7%
NCM
1022
Northside Capital Management
Oregon
$1.55M -$68K -1,263 -4%
DLG
1023
Daniel L. Goodwin
$1.54M -$10.8K -200 -0.7%
RG
1024
Rathbones Group
United Kingdom
$1.54M – – –
AF
1025
Allworth Financial
California
$1.53M +$175K +3,247 +13%
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