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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 %
KMWM
1226
Keudell/Morrison Wealth Management
Oregon
$914K +$9.42K +175 +1%
AIA
1227
Arbor Investment Advisors
North Carolina
$913K -$31.2K -580 -3%
B
1228
Bellecapital
Switzerland
$910K -$258K -4,796 -22%
AC
1229
Athanor Capital
New York
$904K -$242K -4,500 -21%
GPA
1230
Garrison Point Advisors
California
$904K -$108K -2,000 -11%
SBA
1231
Secrest Blakey & Associates
North Carolina
$900K -$648K -12,047 -42%
MGWM
1232
Marks Group Wealth Management
Minnesota
$894K +$894K +16,616 New
HCM
1233
Hollencrest Capital Management
California
$890K +$544K +10,100 +157%
EAM
1234
Evanson Asset Management
California
$887K -$16.8K -312 -2%
FRA
1235
Front Row Advisors
California
$886K +$646 +12 +0.1%
XS
1236
XR Securities
Illinois
$882K +$882K +16,394 New
SC
1237
Steph & Co
Wisconsin
$879K +$879K +16,345 New
PHK
1238
Point72 Hong Kong
Hong Kong
$878K +$510K +9,474 +139%
CBN
1239
Cadence Bank NA
Texas
$877K -$68.2K -1,267 -7%
AIIMS
1240
Analyst IMS Investment Management Services
Israel
$875K -$51.9K -965 -6%
FNBSF
1241
First National Bank Sioux Falls
South Dakota
$872K -$3.71K -69 -0.4%
CC
1242
Chicago Capital
Illinois
$871K -$10.8K -200 -1%
RI
1243
Ridgewood Investments
New Jersey
$869K +$41.6K +773 +5%
LSAG
1244
Lake Street Advisors Group
New Hampshire
$868K +$17.2K +319 +2%
IAMOG
1245
Investors Asset Management of Georgia
Georgia
$865K +$36.1K +671 +4%
NFC
1246
Northeast Financial Consultants
Connecticut
$864K -$492K -9,142 -36%
NPA
1247
Nichols & Pratt Advisers
Massachusetts
$864K -$132K -2,450 -13%
BFA
1248
Beacon Financial Advisory
Ohio
$864K +$864K +16,068 New
Two Sigma Investments
1249
Two Sigma Investments
New York
$863K -$46.4M -862,327 -98%
HSA
1250
HBK Sorce Advisory
Pennsylvania
$857K -$148K -2,761 -15%
48 49
50
51 52