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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 %
Koshinski Asset Management
1351
Koshinski Asset Management
Illinois
$691K +$104K +1,931 +18%
VF
1352
Virtu Financial
New York
$689K -$1.32M -24,431 -66%
QI
1353
Qtron Investments
Massachusetts
$689K -$24K -446 -3%
CFG
1354
Cooper Financial Group
California
$687K -$6.89K -128 -1%
KJHP
1355
K.J. Harrison & Partners
Ontario, Canada
$683K +$59.2K +1,100 +9%
DBIA
1356
Dumont & Blake Investment Advisors
New Jersey
$682K +$5.28K +98 +0.8%
MMG
1357
Monetary Management Group
Missouri
$678K -$26.9K -500 -4%
BAM
1358
Barrett Asset Management
New York
$675K +$13.4K +250 +2%
DI
1359
Diligent Investors
California
$675K +$41.1K +763 +6%
BCP
1360
Berkeley Capital Partners
Georgia
$675K +$675K +12,543 New
FAIM
1361
Financial Advocates Investment Management
Washington
$674K -$27K -502 -4%
EH
1362
Equitable Holdings
New York
$672K +$672K +12,483 New
TTWM
1363
TCV Trust & Wealth Management
Virginia
$671K -$32.5K -604 -5%
BPA
1364
Beacon Pointe Advisors
California
$668K +$272K +5,073 +69%
HIIFS
1365
Harel Insurance Investments & Financial Services
Israel
$668K +$645K +11,989 +2,762%
ONST
1366
Old North State Trust
North Carolina
$667K -$56.1K -1,043 -8%
TA
1367
Tiedemann Advisors
New York
$665K -$69.9K -1,298 -10%
AHB
1368
Abner Herrman & Brock
New Jersey
$665K -$30.9K -575 -4%
HCM
1369
Highlander Capital Management
New Jersey
$664K – – –
FDS
1370
First Dallas Securities
Texas
$660K +$194K +3,600 +41%
TL
1371
TrueWealth LLC
Georgia
$657K +$32.5K +604 +5%
WWM
1372
Western Wealth Management
Colorado
$656K -$168K -3,119 -20%
SVWAG
1373
Sound View Wealth Advisors Group
Georgia
$656K -$22.1K -411 -3%
RCM
1374
RB Capital Management
Nevada
$654K -$8.12K -152 -1%
FA
1375
FCG Advisors
New Jersey
$654K +$8.72K +162 +1%
53 54
55
56 57