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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 %
MCM
1476
Manchester Capital Management
Vermont
$523K +$49.5K +920 +10%
BW
1477
Bison Wealth
Georgia
$521K -$2.58K -48 -0.5%
CBFP
1478
Cedar Brook Financial Partners
Ohio
$519K -$24.3K -452 -4%
CIM
1479
CIM Investment Management
Pennsylvania
$518K -$518K -9,626 -50%
SMG
1480
Spectrum Management Group
Indiana
$515K -$152K -2,833 -23%
GAM
1481
Gould Asset Management
California
$513K -$16.6K -309 -3%
CC
1482
Cedar Capital
Illinois
$512K +$37.8K +702 +8%
EP
1483
Eudaimonia Partners
Tennessee
$511K +$511K +9,496 New
BCA
1484
Bay Colony Advisors
Massachusetts
$510K -$157K -3,225 -23%
BG
1485
Berry Group
Massachusetts
$509K +$509K +9,466 New
QCM
1486
Quest Capital Management
Texas
$508K -$340K -6,308 -40%
TCPWM
1487
Traverso Chambers Private Wealth Management
California
$508K -$38.5K -715 -7%
SIM
1488
SSI Investment Management
California
$508K -$1.29K -24 -0.3%
SC
1489
Schulhoff & Co
Ohio
$506K +$71.1K +1,322 +16%
CT
1490
Chicago Trust
Illinois
$504K -$32.3K -600 -6%
KPW
1491
Kore Private Wealth
New York
$504K – – –
BCA
1492
Berman Capital Advisors
Georgia
$504K +$15.1K +281 +3%
PCS
1493
Personal CFO Solutions
New Jersey
$504K +$249K +4,444 +97%
FBC
1494
Fairfield, Bush & Co
Connecticut
$503K +$1.67K +31 +0.3%
FCA
1495
FinTrust Capital Advisors
South Carolina
$501K +$17.6K +327 +4%
FWP
1496
FAS Wealth Partners
Kansas
$498K +$3.44K +64 +0.7%
LB
1497
Legacy Bridge
Iowa
$495K -$538K -10,000 -52%
SAM
1498
Sawgrass Asset Management
Florida
$494K -$304K -5,650 -38%
VC
1499
Veracity Capital
Georgia
$494K +$494K +9,175 New
KLI
1500
Kelman-Lazarov Inc
Tennessee
$491K -$12.6K -235 -3%
58 59
60
61 62