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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 %
LDFR
1701
Lehman & Derafelo Financial Resources
Pennsylvania
$327K +$17.8K +330 +6%
BS
1702
Banco Santander
Spain
$326K -$1M -18,683 -75%
CF
1703
Copperwynd Financial
Arizona
$326K -$21.5K -400 -6%
Loomis, Sayles & Company
1704
Loomis, Sayles & Company
Massachusetts
$325K -$20.9K -388 -6%
PT
1705
Plimoth Trust
Massachusetts
$325K -$5.39K -100 -2%
MFW
1706
Mosaic Family Wealth
Missouri
$325K +$8.06K +150 +3%
HWM
1707
Hohimer Wealth Management
Washington
$325K +$325K +6,043 New
KTC
1708
Kistler-Tiffany Companies
Pennsylvania
$323K -$17.4K -324 -5%
ACA
1709
Ackerman Capital Advisors
Texas
$323K – – –
NI
1710
Noked Israel
Israel
$323K +$323K +6,000 New
NC
1711
Noked Capital
Israel
$323K +$323K +6,000 New
RP
1712
Rice Partnership
Hawaii
$322K -$57.3K -1,065 -15%
FANJ
1713
Financial Architects (New Jersey)
New Jersey
$321K -$2.26K -42 -0.7%
NGA
1714
Naples Global Advisors
Florida
$320K – – –
DMC
1715
Drexel Morgan & Co
Pennsylvania
$319K – – –
BRM
1716
Boston Research & Management
Massachusetts
$319K – – –
KP
1717
Keel Point
Alabama
$319K +$12.6K +234 +4%
AWA
1718
Alaska Wealth Advisors
Alaska
$316K +$316K +5,874 New
TWP
1719
Tempus Wealth Planning
California
$315K +$315K +5,860 New
NEWAS
1720
N.E.W. Advisory Services
Wisconsin
$315K +$315K +5,869 New
MCP
1721
Mirador Capital Partners
California
$313K -$2.15M -39,977 -87%
NWM
1722
Northwest Wealth Management
Iowa
$313K -$131K -2,439 -30%
OCG
1723
Opus Capital Group
Ohio
$313K -$108 -2 -0%
AWM
1724
Atticus Wealth Management
Florida
$313K +$313K +5,814 New
BA
1725
Birinyi Associates
Connecticut
$312K – – –
67 68
69
70 71