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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 %
FCIM
1376
Fairview Capital Investment Management
California
$653K +$13.2K +246 +2%
EW
1377
Evoke Wealth
California
$652K +$18.5K +343 +3%
FNBTCON
1378
First National Bank & Trust Co of Newtown
Pennsylvania
$650K -$6.13K -114 -0.9%
TW
1379
Transform Wealth
Colorado
$650K +$122K +2,274 +23%
GC
1380
GFG Capital
Florida
$648K +$648K +12,052 New
SFG
1381
Summit Financial Group
West Virginia
$647K -$23K -428 -3%
PSC
1382
Prentiss Smith & Co
Vermont
$646K – – –
PAWC
1383
P.A.W. Capital
Connecticut
$646K +$646K +12,000 New
TF
1384
Tompkins Financial
New York
$643K +$417K +7,763 +185%
PRC
1385
Pearl River Capital
Michigan
$643K +$643K +11,947 New
CT
1386
Coastline Trust
Rhode Island
$640K +$14.1K +263 +2%
BMC
1387
Beaton Management Company
Massachusetts
$639K -$4.2K -78 -0.7%
PCA
1388
Personal Capital Advisors
California
$638K -$87.5K -1,626 -12%
MC
1389
Machina Capital
France
$635K +$635K +11,809 New
WBC
1390
West Branch Capital
Massachusetts
$634K +$634K +11,793 New
CAAS
1391
Capital Asset Advisory Services
Michigan
$630K +$119K +2,444 +23%
NJBEST
1392
New Jersey Better Educational Savings Trust
New Jersey
$629K -$231K -4,300 -27%
CAW
1393
Cornerstone Advisors (Washington)
Washington
$626K +$26.8K +499 +4%
AP
1394
Atwood & Palmer
Missouri
$623K – – –
IIA
1395
IPG Investment Advisors
California
$622K -$43K -799 -6%
DP
1396
Denver PWM
Colorado
$621K -$134K -2,500 -18%
HKIM
1397
Hayek Kallen Investment Management
Alabama
$620K -$4.74K -88 -0.8%
MSA
1398
Marino Stram & Associates
Massachusetts
$619K +$8.12K +151 +1%
GDP
1399
Great Diamond Partners
Maine
$617K +$617K +11,469 New
PCI
1400
Pacifica Capital Investments
Texas
$615K – – –
54 55
56
57 58