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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 %
SWA
1651
Sutton Wealth Advisors
Florida
$368K -$37.4K -695 -9%
CFW
1652
CA Family Wealth
California
$367K +$367K +6,815 New
MWM
1653
Minot Wealth Management
Massachusetts
$367K +$367K +7,558 New
WI
1654
Wintrust Investments
Illinois
$364K +$74.4K +1,383 +26%
HI
1655
Hendershot Investments
Virginia
$364K +$86K +1,600 +31%
LC
1656
LCNB Corp
Ohio
$361K -$3.22K -60 -0.9%
DIA
1657
Dana Investment Advisors
Wisconsin
$361K +$1.78K +33 +0.5%
HB
1658
Horizon Bancorp
Indiana
$361K +$361K +6,705 New
RG
1659
Rikoon Group
New Mexico
$360K +$139K +2,590 +63%
OWIM
1660
Old West Investment Management
California
$357K +$357K +6,637 New
LA
1661
Lau Associates
Delaware
$356K -$9.05K -168 -2%
Aristotle Capital Management
1662
Aristotle Capital Management
California
$355K – – –
SHJ
1663
Sharkey, Howes & Javer
Colorado
$355K – – –
EWM
1664
Evermay Wealth Management
Virginia
$355K +$19.6K +364 +6%
DA
1665
Detalus Advisors
Missouri
$355K +$355K +6,606 New
PWP
1666
Private Wealth Partners
California
$354K -$35.7K -664 -9%
CVM
1667
Cheviot Value Management
California
$353K +$7.11K +132 +2%
BFG
1668
Bouchey Financial Group
New York
$352K – – –
VA
1669
Valmark Advisers
Ohio
$352K +$39.3K +731 +13%
IWA
1670
Intercontinental Wealth Advisors
Texas
$350K -$164K -3,390 -32%
BWP
1671
Bernardo Wealth Planning
Pennsylvania
$349K -$34.6K -643 -9%
BFIC
1672
Bedell Frazier Investment Counselling
California
$344K – – –
FMB
1673
Field & Main Bank
Kentucky
$342K -$102K -1,900 -23%
AFC
1674
AFT Forsyth & Company
Florida
$342K – – –
QCM
1675
Quantinno Capital Management
New York
$342K +$31.2K +580 +10%
65 66
67
68 69