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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 %
JIP
1401
Jaffetilchin Investment Partners
Florida
$615K +$53.4K +993 +10%
FNBOH
1402
First National Bank of Hutchinson
Kansas
$614K – – –
SHGA
1403
Sand Hill Global Advisors
California
$613K +$53.1K +987 +9%
PCM
1404
Pointe Capital Management
Michigan
$612K – – –
CC
1405
Cognios Capital
Kansas
$611K – – –
GLI
1406
Guardian Life Insurance
New York
$610K -$21.5K -400 -3%
FBB
1407
Fulton Breakefield Broenniman
Maryland
$609K -$104K -1,936 -15%
VCM
1408
Vision Capital Management
Oregon
$606K +$12.7K +236 +2%
FPFS
1409
First Personal Financial Services
North Carolina
$600K -$279K -5,193 -32%
CCT
1410
Chemung Canal Trust
New York
$600K -$5.38K -100 -0.9%
ICM
1411
IMS Capital Management
Oregon
$599K -$235K -4,361 -28%
GLA
1412
Good Life Advisors
Pennsylvania
$599K -$18.7K -350 -3%
MFG
1413
Magnus Financial Group
New York
$597K +$14.8K +275 +3%
TH
1414
Timber Hill
Connecticut
$597K +$597K +11,100 New
SFG
1415
SNS Financial Group
Minnesota
$596K -$15.1K -281 -2%
AB
1416
Atlas Brown
Kentucky
$594K +$5.44K +101 +0.9%
SSWM
1417
Sheets Smith Wealth Management
North Carolina
$593K +$37.4K +694 +7%
AFP
1418
Ausdal Financial Partners
Iowa
$591K -$40.9K -865 -6%
CWM
1419
Cornerstone Wealth Management
Missouri
$591K -$31.5K -585 -5%
AHC
1420
Adell Harriman & Carpenter
Texas
$589K +$210K +3,900 +55%
BAM
1421
Blueshift Asset Management
New Jersey
$588K -$2.63M -48,953 -82%
WCM
1422
Whitener Capital Management
North Carolina
$587K -$78.9K -1,467 -12%
CPC
1423
Congress Park Capital
New York
$587K +$269 +5 +0%
OIA
1424
Optimum Investment Advisors
Illinois
$585K – – –
AWA
1425
ARS Wealth Advisors
Florida
$583K -$6.46K -120 -1%
55 56
57
58 59