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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 %
BEC
1276
Blue Edge Capital
Virginia
$812K -$265K -4,934 -25%
PFBT
1277
Parkside Financial Bank & Trust
Missouri
$809K -$376K -6,991 -32%
SFA
1278
Sequoia Financial Advisors
Ohio
$807K -$91.7K -1,706 -10%
VC
1279
Vicus Capital
Pennsylvania
$802K -$55.9K -1,040 -7%
FFS
1280
Founders Financial Securities
Maryland
$801K +$61.4K +1,142 +8%
PWPS
1281
Pinnacle Wealth Planning Services
Ohio
$800K +$48.5K +901 +6%
VSWA
1282
Vontobel Swiss Wealth Advisors
Switzerland
$796K -$1.56M -28,975 -66%
WWM
1283
Windsor Wealth Management
Indiana
$795K +$80.8K +1,502 +11%
ITIM
1284
Indiana Trust & Investment Management
Indiana
$794K -$31.5K -585 -4%
AIM
1285
Acropolis Investment Management
Missouri
$793K -$38K -706 -5%
AF
1286
AMG Funds
Connecticut
$793K +$252K +4,678 +46%
TFCP
1287
Twin Focus Capital Partners
Massachusetts
$793K +$530K +9,848 +201%
PCG
1288
Private Capital Group
Connecticut
$791K -$131K -2,439 -14%
TYCC
1289
Texas Yale Capital Corp
Florida
$789K -$43.1K -800 -5%
CIP
1290
Cornerstone Investment Partners
Georgia
$789K +$789K +14,658 New
AIM
1291
Aspen Investment Management
Michigan
$788K – – –
LC
1292
Lindbrook Capital
California
$779K +$2.42K +45 +0.3%
SM
1293
Salzhauer Michael
$775K – – –
MCCP
1294
Mission Creek Capital Partners
California
$773K +$773K +14,375 New
SLF
1295
Sun Life Financial
Ontario, Canada
$772K -$417K -7,753 -35%
SCA
1296
Snowden Capital Advisors
New York
$771K -$162K -3,012 -17%
EWM
1297
Empirical Wealth Management
Washington
$770K +$423K +7,865 +122%
GSC
1298
G&S Capital
Colorado
$762K -$138K -2,574 -15%
AAP
1299
Arax Advisory Partners
Colorado
$762K -$95.5K -1,774 -11%
JFA
1300
JNBA Financial Advisors
Minnesota
$762K -$7K -130 -0.9%
50 51
52
53 54