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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 %
PPSG
1451
Princeton Portfolio Strategies Group
New Jersey
$548K -$15.1K -280 -3%
XSC
1452
X-Square Capital
Puerto Rico
$548K +$17K +316 +3%
PAIM
1453
Punch & Associates Investment Management
Minnesota
$547K -$50.1K -930 -8%
SFSG
1454
Stearns Financial Services Group
North Carolina
$545K -$71.1K -1,323 -12%
JC
1455
Jacobs & Co
California
$545K -$29.5K -549 -5%
AC
1456
Avestar Capital
New York
$545K -$3.01K -56 -0.5%
1IA
1457
1834 Investment Advisors
Wisconsin
$544K -$79.6K -1,478 -13%
MA
1458
Modus Advisors
Minnesota
$544K +$544K +10,110 New
LJAC
1459
L.J. Altfest & Co
New York
$543K -$29.5K -548 -5%
DAM
1460
Doheny Asset Management
California
$542K -$49.5K -920 -8%
FWM
1461
Fairhaven Wealth Management
Illinois
$540K – – –
EPA
1462
Element Pointe Advisors
Florida
$540K +$25.8K +480 +5%
IP
1463
Intellectus Partners
California
$539K +$539K +10,019 New
CCMD
1464
Cypress Capital Management (Delaware)
Delaware
$538K -$10.8K -200 -2%
BFPW
1465
BOK Financial Private Wealth
Colorado
$538K +$133K +2,478 +33%
HAM
1466
Highstreet Asset Management
Ontario, Canada
$536K -$17.7K -330 -3%
ZIG
1467
Zuckerman Investment Group
Illinois
$535K – – –
HPCM
1468
High Pointe Capital Management
Illinois
$533K – – –
EF
1469
Exeter Financial
Arizona
$532K -$78.2K -1,454 -13%
BIA
1470
BHK Investment Advisors
Alabama
$532K +$10.8K +201 +2%
LJHT
1471
Laurie J. Hall Trustee
$529K – – –
WA
1472
Wambolt & Associates
Colorado
$528K -$8.51K -158 -2%
CFA
1473
CWS Financial Advisors
Michigan
$528K +$528K +9,819 New
CAM
1474
Claret Asset Management
Quebec, Canada
$525K +$31.5K +586 +6%
ALAM
1475
Asahi Life Asset Management
Japan
$523K -$253K -4,700 -33%
57 58
59
60 61