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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 %
GWCM
1601
Godshalk Welsh Capital Management
Pennsylvania
$401K – – –
MIH
1602
Meitav Investment House
Israel
$400K -$399K -7,420 -50%
OFW
1603
Omnia Family Wealth
Florida
$399K +$12.4K +230 +3%
MPCG
1604
Matrix Private Capital Group
New York
$399K +$399K +7,420 New
AIM
1605
Arcadia Investment Management
Michigan
$396K -$21.5K -400 -5%
LCS
1606
Levin Capital Strategies
New York
$396K – – –
BI
1607
Ballast Inc
Kentucky
$395K +$26K +484 +7%
FAB
1608
First American Bank
Illinois
$395K +$395K +7,339 New
AUB
1609
Atlantic Union Bankshares
Virginia
$394K -$18.8K -350 -5%
AFM
1610
Andesa Financial Management
Pennsylvania
$394K +$88.9K +1,647 +29%
TCOO
1611
Trust Company of Oklahoma
Oklahoma
$393K – – –
BAS
1612
Brown Advisory Securities
Maryland
$392K -$126K -2,341 -24%
FPS
1613
Fieldpoint Private Securities
Connecticut
$392K -$55.4K -1,030 -12%
HCA
1614
Harbour Capital Advisors
Virginia
$392K -$7.8K -145 -2%
IFWM
1615
Institute for Wealth Management
Colorado
$392K +$18.7K +347 +5%
RPWA
1616
Regent Peak Wealth Advisors
Georgia
$392K +$392K +7,296 New
AWM
1617
Absher Wealth Management
North Carolina
$392K +$392K +8,285 New
AWA
1618
Arete Wealth Advisors
Illinois
$390K -$21K -390 -5%
BRWM
1619
B. Riley Wealth Management
Tennessee
$390K -$5.76K -107 -1%
BCWM
1620
Blue Chip Wealth Management
Florida
$389K -$10.8K -200 -3%
W
1621
Wealthquest
Ohio
$389K – – –
SM
1622
Sciencast Management
New Jersey
$389K +$389K +7,303 New
LNB
1623
Ledyard National Bank
$388K +$17.2K +319 +5%
FDCC
1624
Foster Dykema Cabot & Co
Massachusetts
$387K -$9.67K -180 -2%
QT
1625
Quantamental Technologies
New York
$387K +$387K +7,195 New
63 64
65
66 67