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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 %
DLA
1101
Douglas Lane & Associates
New York
$1.25M +$6.94K +129 +0.6%
MMHP
1102
Murphy Middleton Hinkle & Parker
Georgia
$1.25M – – –
BFM
1103
Boston Financial Management
Massachusetts
$1.25M -$213K -3,964 -15%
SC
1104
Salzman & Co
New York
$1.24M +$1.24M +23,100 New
TCM
1105
Tuttle Capital Management
Connecticut
$1.24M +$1.24M +23,112 New
BCM
1106
Brookstone Capital Management
Illinois
$1.24M -$24.1K -448 -2%
SA
1107
Strategic Advisors
New York
$1.24M -$123K -2,291 -9%
B
1108
Bailard
California
$1.24M -$86.3K -1,604 -7%
PWA
1109
Providence Wealth Advisors
Illinois
$1.24M +$612K +11,771 +98%
AI
1110
Accredited Investors
Minnesota
$1.24M -$123K -2,293 -9%
BHWM
1111
Bar Harbor Wealth Management
New Hampshire
$1.23M -$373K -6,929 -23%
SSB
1112
Sandy Spring Bank
Maryland
$1.23M -$12.9K -239 -1%
CTC
1113
Central Trust Company
Missouri
$1.22M -$292K -5,419 -19%
HWA
1114
HCR Wealth Advisors
California
$1.22M +$136K +2,532 +13%
HW
1115
Hedeker Wealth
Illinois
$1.22M -$18K -334 -1%
MSR
1116
Main Street Research
Connecticut
$1.22M – – –
BO
1117
BRR OpCo
Ohio
$1.22M -$87.9K -1,635 -7%
HH
1118
Hilltop Holdings
Texas
$1.22M +$21.8K +406 +2%
PCM
1119
Parsons Capital Management
Rhode Island
$1.21M +$363K +6,750 +43%
ACM
1120
Ayrshire Capital Management
Connecticut
$1.21M +$1.21M +22,488 New
CHAM
1121
Clear Harbor Asset Management
Connecticut
$1.21M +$15.9K +295 +1%
VNIM
1122
Vaughan Nelson Investment Management
Texas
$1.21M – – –
ECG
1123
Edge Capital Group
Georgia
$1.21M +$377 +7 +0%
GJIC
1124
Gamble Jones Investment Counsel
California
$1.2M +$15.3K +285 +1%
SCM
1125
Southport Capital Management
Tennessee
$1.2M +$25.5K +473 +2%
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