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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 %
WWM
1751
Willingdon Wealth Management
North Carolina
$292K +$269 +5 +0.1%
CRWM
1752
Castle Rock Wealth Management
California
$291K – – –
HFA
1753
Huber Financial Advisors
Illinois
$290K – – –
ACA
1754
Affinity Capital Advisors
California
$290K +$290K +5,391 New
AMC
1755
Asset Management Corp
Illinois
$289K +$289K +5,369 New
BMM
1756
Buffington Mohr McNeal
Idaho
$288K -$21.5K -400 -7%
CCFCSB
1757
Cape Cod Five Cents Savings Bank
Massachusetts
$288K -$2.42K -45 -0.8%
AIA
1758
Angeles Investment Advisors
California
$287K +$26.6K +495 +10%
WPIC
1759
White Pine Investment Company
Michigan
$286K -$5.38K -100 -2%
AAM
1760
AR Asset Management
California
$285K – – –
PFA
1761
Pure Financial Advisors
California
$284K -$81.5K -1,516 -22%
RPAM
1762
Rhenman & Partners Asset Management
Sweden
$284K – – –
BFA
1763
Benedict Financial Advisors
Georgia
$284K +$29.8K +553 +12%
CWC
1764
Carolinas Wealth Consulting
North Carolina
$284K +$284K +5,379 New
FAN
1765
Financial Advisors Network
California
$283K -$114K -2,116 -29%
EFSCE
1766
Enterprise Financial Services Corp (EFSC)
Missouri
$282K -$1.56K -29 -0.6%
PA
1767
PFG Advisors
Arizona
$282K +$282K +5,336 New
SWRP
1768
Summit Wealth & Retirement Planning
California
$280K +$1.08K +20 +0.4%
SFG
1769
Sunburst Financial Group
Alabama
$279K +$279K +5,180 New
FPCP
1770
Fort Point Capital Partners
California
$278K +$10.3K +191 +4%
PO
1771
Private Ocean
California
$277K +$3.72K +69 +1%
ME
1772
McIlrath & Eck
Washington
$277K +$84.2K +1,562 +44%
CG
1773
Corundum Group
Colorado
$276K +$11K +204 +4%
WAS
1774
Wealth Advisory Solutions
Indiana
$276K +$276K +5,123 New
LF
1775
LifeSteps Financial
California
$276K +$276K +5,126 New
69 70
71
72 73