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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 %
ADL
1251
Asset Dedication LLC
California
$857K +$19.9K +371 +2%
S
1252
SimplyRich
California
$857K +$31.7K +592 +4%
FCFC
1253
First Citizens Financial Corp
Iowa
$857K +$857K +15,928 New
RCM
1254
Requisite Capital Management
Texas
$856K – – –
WSTAM
1255
Wilbanks Smith & Thomas Asset Management
Virginia
$855K -$31.1K -578 -4%
CPIG
1256
Chicago Partners Investment Group
Illinois
$854K -$45.1K -917 -5%
SIC
1257
Shoker Investment Counsel
Ohio
$848K +$25.7K +478 +3%
BIC
1258
Beach Investment Counsel
Pennsylvania
$847K – – –
IIM
1259
Ipswich Investment Management
Massachusetts
$847K – – –
MC
1260
Middleton & Co
Massachusetts
$845K -$64.5K -1,198 -7%
EF
1261
Empirical Finance
Pennsylvania
$843K +$296K +5,509 +54%
GP
1262
Girard Partners
Pennsylvania
$840K -$83.9K -1,561 -9%
RDWM
1263
Red Door Wealth Management
Tennessee
$840K +$840K +17,068 New
BCM
1264
BTR Capital Management
California
$838K -$17.7K -328 -2%
BIAS
1265
Beacon Investment Advisory Services
New Jersey
$830K +$202K +3,758 +32%
AWM
1266
Altavista Wealth Management
North Carolina
$826K -$27.4K -510 -3%
MAA
1267
Mraz Amerine & Associates
California
$825K – – –
IA
1268
IFP Advisors
Florida
$823K -$483K -8,930 -37%
ISL
1269
Ingalls & Snyder LLC
New York
$820K -$76.2K -1,417 -9%
CA
1270
Calton & Associates
Florida
$820K +$78.4K +1,457 +11%
IIC
1271
Ironwood Investment Counsel
Arizona
$817K +$33.6K +625 +4%
BFO
1272
Biltmore Family Office
North Carolina
$815K +$132K +2,458 +19%
FCI
1273
Financial Counselors Inc
Kansas
$814K +$20.6K +382 +3%
PHS
1274
Pekin Hardy Strauss
Illinois
$814K +$576K +10,710 +243%
IGGA
1275
Iron Gate Global Advisors
Utah
$813K +$108K +2,001 +15%
49 50
51
52 53