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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 %
FM
1726
Family Management
New York
$311K +$26.9K +500 +9%
VVP
1727
Venture Visionary Partners
Ohio
$311K +$311K +5,799 New
PA
1728
Probity Advisors
Texas
$310K -$26K -483 -8%
LC
1729
Lincoln Capital
Nebraska
$310K -$4.68K -87 -1%
CPO
1730
Cerity Partners OCIO
New York
$310K -$3.73K -78 -1%
BMC
1731
Benin Management Corp
Connecticut
$310K – – –
SHWM
1732
Smith & Howard Wealth Management
Georgia
$309K -$4.31K -80 -1%
CB
1733
CNB Bank
Pennsylvania
$308K -$83.6K -1,556 -21%
FAG
1734
Financial Advisory Group
Texas
$306K +$11.5K +213 +4%
MJRIC
1735
Mogy Joel R Investment Counsel
California
$305K – – –
LWM
1736
Lyell Wealth Management
California
$302K +$484 +9 +0.2%
BWP
1737
BSW Wealth Partners
Colorado
$302K +$22K +408 +8%
ACM
1738
AUA Capital Management
Pennsylvania
$299K -$123K -2,295 -29%
DDPIC
1739
Deroy & Devereaux Private Investment Counsel
Michigan
$299K – – –
RCA
1740
Resonant Capital Advisors
Wisconsin
$298K +$298K +5,544 New
GAB
1741
German American Bancorp
Indiana
$297K -$94.5K -1,755 -24%
VBFP
1742
Valtinson Bruner Financial Planning
Minnesota
$296K -$20.2K -380 -6%
5L
1743
55I LLC
Massachusetts
$296K -$8.92K -166 -3%
SC
1744
Saybrook Capital
North Carolina
$296K – – –
CNB
1745
Camden National Bank
Maine
$295K +$30.4K +564 +11%
CTI
1746
Community Trust & Investment
Kentucky
$294K -$12K -223 -4%
CWP
1747
CFM Wealth Partners
Texas
$294K +$294K +5,978 New
SQA
1748
Simon Quick Advisors
New Jersey
$293K +$86.2K +1,600 +42%
PAS
1749
Partnervest Advisory Services
California
$292K -$74.5K -1,385 -20%
JHP
1750
James Hambro & Partners
United Kingdom
$292K – – –
68 69
70
71 72