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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 %
LG
1551
LaFleur & Godfrey
Michigan
$434K +$196K +3,650 +82%
BWM
1552
BigSur Wealth Management
Florida
$433K – – –
FIM
1553
Fruth Investment Management
Texas
$432K – – –
WI
1554
WrapManager Inc
California
$432K +$23K +427 +6%
LKIM
1555
Lawson Kroeker Investment Management
Nebraska
$431K -$16.1K -300 -4%
CC
1556
Colrain Capital
Massachusetts
$430K – – –
ARMC
1557
American Research & Management Company
Massachusetts
$430K – – –
WSC
1558
Wellington Shields & Co
New York
$430K +$430K +7,997 New
HVIA
1559
Hudson Valley Investment Advisors
New York
$429K -$12.6K -235 -3%
PTP
1560
Platform Technology Partners
New York
$429K +$429K +7,975 New
B
1561
Bridgeworth
Alabama
$426K -$30.7K -571 -7%
VCAM
1562
Van Cleef Asset Management
Ohio
$425K +$108 +2 +0%
IWC
1563
Integrated Wealth Concepts
Massachusetts
$423K -$26.9K -500 -6%
GSBTD
1564
Glenview State Bank Trust Department
Illinois
$423K -$21.5K -400 -5%
BSB
1565
Bangor Savings Bank
Maine
$423K -$4.31K -80 -1%
CFA
1566
Cahill Financial Advisors
Minnesota
$421K -$31.9K -593 -7%
FAT
1567
First American Trust
California
$420K -$20.5K -382 -5%
WCM
1568
Wedge Capital Management
North Carolina
$420K +$5.01K +93 +1%
RGC
1569
Roberts, Glore & Co
Illinois
$420K +$420K +7,812 New
FAM
1570
Formidable Asset Management
Ohio
$420K +$420K +8,561 New
APG
1571
Abacus Planning Group
South Carolina
$419K +$1.94K +36 +0.5%
ACM
1572
AlphaStar Capital Management
North Carolina
$417K +$50.2K +933 +14%
JWCA
1573
J.W. Cole Advisors
Florida
$417K +$417K +7,742 New
RWA
1574
Ropes Wealth Advisors
Massachusetts
$414K -$1.06M -19,717 -72%
HL
1575
HeadInvest LLC
Maine
$414K +$52.2K +970 +14%
61 62
63
64 65