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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 %
OWP
1151
Obermeyer Wealth Partners
Colorado
$1.14M -$6.4K -119 -0.6%
BMA
1152
Brooks Moore & Associates
Tennessee
$1.14M -$10.7K -199 -0.9%
EWF
1153
Epstein & White Financial
California
$1.14M +$885K +16,452 +350%
EGM
1154
Engineers Gate Manager
New York
$1.14M +$1.14M +21,129 New
CIM
1155
Chapman Investment Management
California
$1.14M +$1.14M +21,103 New
FC
1156
FORA Capital
Florida
$1.13M +$1.13M +20,985 New
PBC
1157
Pavion Blue Capital
California
$1.12M +$1.12M +20,876 New
IWA
1158
IBEX Wealth Advisors
New Jersey
$1.12M +$1.12M +20,728 New
TI
1159
Truehand Inc
New Hampshire
$1.11M -$32.3K -600 -3%
KWA
1160
KCS Wealth Advisory
California
$1.11M -$11.4K -211 -1%
MCM
1161
Mengis Capital Management
Oregon
$1.11M +$54 +1 +0%
RWB
1162
RMR Wealth Builders
New Jersey
$1.1M +$1.1M +20,489 New
BC
1163
Burney Company
Virginia
$1.09M +$10.9K +202 +1%
BPWA
1164
Beacon Pointe Wealth Advisors
California
$1.09M -$165K -3,070 -13%
PAM
1165
Premier Asset Management
Illinois
$1.08M -$588K -10,931 -35%
NIM
1166
Nexus Investment Management
Ontario, Canada
$1.08M – – –
CIM
1167
Cambria Investment Management
California
$1.08M -$5.05M -93,822 -82%
IIC
1168
Integrated Investment Consultants
Michigan
$1.07M +$661K +12,294 +161%
IFG
1169
Investors Financial Group
Minnesota
$1.06M +$1.06M +19,716 New
SIM
1170
Sonora Investment Management
Arizona
$1.05M -$70.3K -1,308 -6%
LA
1171
LexAurum Advisors
Kansas
$1.05M +$2.21K +41 +0.2%
GCM
1172
Glynn Capital Management
California
$1.03M – – –
HT
1173
HighTower Trust
Texas
$1.03M +$35.4K +658 +4%
Simplex Trading
1174
Simplex Trading
Illinois
$1.03M +$1.03M +19,146 New
BHBT
1175
Burke & Herbert Bank & Trust
Virginia
$1.03M -$23.7K -440 -2%
45 46
47
48 49