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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 %
WPA
1326
West Paces Advisors
Georgia
$728K +$37.6K +698 +5%
WA
1327
Wheatland Advisors
Pennsylvania
$726K -$205K -3,805 -22%
CA
1328
CapWealth Advisors
Tennessee
$726K – – –
LOAMS
1329
Lombard Odier Asset Management (Switzerland)
Switzerland
$726K +$269K +5,003 +59%
AWM
1330
Aries Wealth Management
Maine
$725K – – –
NFG
1331
Next Financial Group
Texas
$725K +$96.1K +1,788 +15%
TP
1332
Truvvo Partners
New York
$724K -$330K -6,125 -31%
PNAA
1333
Pictet North America Advisors
Switzerland
$724K – – –
WANY
1334
Wealthspire Advisors (New York)
New York
$724K +$124K +2,311 +21%
AMCA
1335
Arthur M. Cohen & Associates
Illinois
$722K -$110K -2,050 -13%
FCA
1336
FLC Capital Advisors
California
$715K +$46.6K +866 +7%
IPW
1337
Inlet Private Wealth
Florida
$714K -$13.8K -256 -2%
ZB
1338
Zions Bancorporation
Utah
$710K -$256K -4,757 -26%
NIA
1339
Northstar Investment Advisors
Colorado
$709K – – –
IWM
1340
IHT Wealth Management
Illinois
$709K +$44.7K +831 +7%
GBT
1341
Grove Bank & Trust
Florida
$706K -$6.78K -126 -1%
TC
1342
Telemus Capital
Michigan
$706K +$77.2K +1,435 +12%
SAM
1343
Summit Asset Management
Tennessee
$702K – – –
JHCP
1344
Jackson Hole Capital Partners
Oklahoma
$702K +$31.2K +580 +5%
BAM
1345
Belpointe Asset Management
Nevada
$702K +$191K +3,543 +37%
WI
1346
WBI Investments
New Jersey
$699K -$207K -3,837 -23%
HIA
1347
Harbor Investment Advisory
Maryland
$697K +$697K +12,954 New
BDS
1348
Banco de Sabadell
Florida
$695K – – –
TH
1349
TCTC Holdings
Texas
$694K +$10.8K +200 +2%
MFG
1350
Menard Financial Group
Texas
$694K +$694K +12,900 New
52 53
54
55 56