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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 %
HI
1201
Hudock Inc
Pennsylvania
$975K -$3.98K -74 -0.4%
9WM
1202
9258 Wealth Management
Ohio
$975K +$182K +3,385 +23%
FSA
1203
Fort Sheridan Advisors
Illinois
$975K +$218K +4,050 +29%
ROTUOC
1204
Regents of the University of California
California
$974K – – –
BP
1205
BBR Partners
New York
$964K +$667K +12,399 +225%
FIB
1206
First Interstate Bank
Montana
$961K -$114K -2,127 -11%
NNP
1207
Nachman Norwood & Parrott
South Carolina
$957K +$22.7K +422 +2%
SFFS
1208
Stonehage Fleming Financial Services
Jersey
$951K -$238K -4,438 -20%
RIL
1209
Rothschild Investment LLC
Illinois
$942K -$5.33K -99 -0.6%
HA
1210
Harbor Advisors
Florida
$942K – – –
EWA
1211
ERTS Wealth Advisors
Michigan
$942K +$28.9K +537 +3%
SNT
1212
Security National Trust
West Virginia
$938K +$3.39K +63 +0.4%
IA
1213
IFG Advisory
Georgia
$938K +$71.9K +1,338 +8%
ATPW
1214
Ashton Thomas Private Wealth
Arizona
$937K +$937K +17,417 New
QCIG
1215
Quad-Cities Investment Group
Iowa
$935K -$1.99K -37 -0.2%
MFG
1216
MidWestOne Financial Group
Iowa
$932K -$59.9K -1,115 -6%
JCM
1217
Janney Capital Management
Pennsylvania
$932K +$33K +614 +4%
MBTD
1218
Mechanics Bank - Trust Department
California
$930K -$54.4K -1,011 -6%
NSIM
1219
North Star Investment Management
Illinois
$927K -$14.2K -264 -2%
FMLI
1220
Fukoku Mutual Life Insurance
Japan
$925K +$80.7K +1,500 +10%
TCM
1221
Teza Capital Management
Illinois
$922K -$2.33M -43,361 -72%
CCMG
1222
Clark Capital Management Group
Pennsylvania
$921K -$160K -2,982 -15%
MIC
1223
Meridian Investment Counsel
California
$920K – – –
EWA
1224
Exencial Wealth Advisors
Oklahoma
$919K -$47.3K -880 -5%
FCCM
1225
First City Capital Management
Georgia
$914K -$969 -18 -0.1%
47 48
49
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