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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 %
NAS
1176
Nicolet Advisory Services
Wisconsin
$1.03M +$6.72K +125 +0.7%
FFA
1177
First Foundation Advisors
California
$1.03M -$174K -3,240 -15%
CFGS
1178
Concourse Financial Group Securities
Alabama
$1.03M +$415K +7,719 +68%
FB
1179
Fulton Bank
Pennsylvania
$1.03M -$48.2K -896 -4%
PWW
1180
Pettyjohn Wood & White
Virginia
$1.02M -$15.9K -295 -2%
PNC
1181
Park National Corp
Ohio
$1.02M -$18.2K -338 -2%
LF
1182
Lantz Financial
Illinois
$1.02M -$31.7K -590 -3%
NWP
1183
Northstar Wealth Partners
Connecticut
$1.02M +$152K +2,823 +17%
GWS
1184
Glassman Wealth Services
Virginia
$1.02M +$104K +1,939 +11%
PWP
1185
Principle Wealth Partners
Connecticut
$1.01M -$12.1K -225 -1%
TMAM
1186
Tokio Marine Asset Management
Japan
$1.01M +$88.8K +1,650 +10%
EHWM
1187
Eads & Heald Wealth Management
Georgia
$1M -$62.2K -1,156 -6%
IBOK
1188
Independence Bank of Kentucky
Kentucky
$1M -$11.8K -220 -1%
WB
1189
Webster Bank
Connecticut
$1M -$131K -2,433 -12%
FWM
1190
Foresight Wealth Management
Utah
$997K +$269 +5 +0%
RIA
1191
Realta Investment Advisors
Delaware
$997K +$46.5K +861 +5%
WA1
1192
Wimmer Associates 1
California
$995K -$29K -540 -3%
CPA
1193
Court Place Advisors
Maryland
$991K -$53.8K -1,000 -5%
FLPIM
1194
F.L. Putnam Investment Management
Massachusetts
$990K +$720K +13,379 +266%
IA
1195
Icon Advisers
Colorado
$985K – – –
SC
1196
SouthState Corp
Florida
$985K +$269K +5,000 +38%
TFO
1197
Tarbox Family Office
California
$982K +$267K +4,959 +37%
BTW
1198
Boston Trust Walden
Massachusetts
$977K -$68.9K -1,281 -7%
GA
1199
Greytown Advisors
Florida
$977K -$10.1K -188 -1%
BWAM
1200
Boyd Watterson Asset Management
Ohio
$977K – – –
46 47
48
49 50