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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 %
BA
1576
Bristlecone Advisors
Washington
$414K +$414K +7,696 New
SDAM
1577
Shulman DeMeo Asset Management
New York
$414K +$414K +7,702 New
Financial Engines Advisors
1578
Financial Engines Advisors
California
$413K -$1.18K -22 -0.3%
HFRG
1579
Houlihan Financial Resource Group
Virginia
$413K +$413K +7,685 New
SWM
1580
Segment Wealth Management
Texas
$412K +$412K +7,658 New
SG
1581
StoneX Group
New York
$411K +$80K +1,486 +24%
EGA
1582
E&G Advisors
Texas
$409K – – –
PFS
1583
Physicians Financial Services
North Carolina
$409K +$54 +1 +0%
MSAM
1584
Moloney Securities Asset Management
Missouri
$409K +$54.6K +1,016 +15%
HFG
1585
Heron Financial Group
New York
$409K +$409K +8,527 New
WA
1586
WBH Advisory
Maryland
$408K -$10.7K -199 -3%
OAM
1587
Occidental Asset Management
California
$408K +$1.61K +30 +0.4%
MW
1588
Marcum Wealth
Ohio
$408K +$408K +7,592 New
FHC
1589
First Heartland Consultants
Missouri
$407K +$38.8K +721 +11%
VAM
1590
Verity Asset Management
North Carolina
$406K +$42.8K +797 +12%
PIA
1591
Powell Investment Advisors
Florida
$406K +$406K +7,544 New
BCP
1592
Blue Chip Partners
Michigan
$405K -$60.1K -1,118 -13%
PP
1593
PagnatoKarp Partners
Virginia
$405K -$7.48K -139 -2%
IHL
1594
Investment House LLC
California
$405K +$14.8K +276 +4%
FA
1595
Faithward Advisors
Pennsylvania
$404K -$34.6K -643 -8%
IRC
1596
Investors Research Corp
Georgia
$404K – – –
BCA
1597
Bray Capital Advisors
Florida
$404K +$430 +8 +0.1%
JA
1598
JOYN Advisors
Georgia
$404K +$6.14K +114 +2%
GBBWRPM
1599
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$402K -$51.8K -962 -11%
WCM
1600
Wallace Capital Management
Texas
$401K -$2.8K -52 -0.7%
62 63
64
65 66