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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 %
AFG
1076
Albion Financial Group
Utah
$1.32M +$39.8K +740 +3%
HFA
1077
HC Financial Advisors
California
$1.31M -$34.5K -642 -3%
CWP
1078
Capital Wealth Planning
Florida
$1.31M -$50.5K -939 -4%
HI
1079
HBK Investments
Texas
$1.31M -$1.28M -23,804 -49%
SIC
1080
SFE Investment Counsel
California
$1.3M -$15.7K -292 -1%
BFA
1081
Bragg Financial Advisors
North Carolina
$1.3M -$113K -2,106 -8%
DBT
1082
Dubuque Bank & Trust
Iowa
$1.3M +$31.8K +591 +3%
VIA
1083
Vident Investment Advisory
Georgia
$1.29M -$154K -2,856 -11%
IC
1084
InterOcean Capital
Illinois
$1.28M +$76.2K +1,416 +6%
QCMC
1085
Quantum Capital Management (California)
California
$1.28M +$32.8K +610 +3%
SWM
1086
Shakespeare Wealth Management
Wisconsin
$1.28M – – –
FSA
1087
Franklin Street Advisors
North Carolina
$1.27M -$7.37K -137 -0.6%
MAWCM
1088
Mine & Arao Wealth Creation & Management
California
$1.27M +$1.27M +23,605 New
CC
1089
Courier Capital
New York
$1.27M -$120K -2,273 -9%
RWA
1090
RGT Wealth Advisors
Texas
$1.27M -$39.8K -740 -3%
NCM
1091
Neumann Capital Management
California
$1.27M -$102K -1,900 -7%
CT
1092
Cambridge Trust
Massachusetts
$1.27M +$35.8K +666 +3%
FSA
1093
Financial Sense Advisors
California
$1.26M +$1.26M +23,487 New
BP
1094
Ballentine Partners
Massachusetts
$1.26M +$21.4K +398 +2%
FC
1095
Forte Capital
New York
$1.26M -$92K -1,710 -7%
WorldQuant Millennium Advisors
1096
WorldQuant Millennium Advisors
New York
$1.26M -$44.9K -834 -3%
GFP
1097
Gryphon Financial Partners
Ohio
$1.26M +$14.5K +270 +1%
GLLW
1098
Graves Light Lenhart Wealth
Virginia
$1.26M -$1.35K -25 -0.1%
CCM
1099
Coldstream Capital Management
Washington
$1.26M +$71.9K +1,337 +6%
SCA
1100
Sippican Capital Advisors
Massachusetts
$1.25M +$29.6K +550 +2%
42 43
44
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