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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 %
CIA
1776
Caledonia Investments (Australia)
Australia
$274K – – –
CAM
1777
Congress Asset Management
Massachusetts
$274K +$2.58K +48 +1%
SWM
1778
Stockman Wealth Management
Montana
$273K -$15.1K -280 -5%
THWM
1779
Taylor Hoffman Wealth Management
Virginia
$273K -$6.99K -130 -2%
AWM
1780
Aprio Wealth Management
Georgia
$273K +$273K +5,074 New
SCM
1781
Smith Capital Management
Arkansas
$272K -$55.7K -1,033 -17%
WAAG
1782
Wealth Alliance Advisory Group
Kansas
$272K -$53.8K -1,000 -17%
OC
1783
Oakworth Capital
Alabama
$272K -$32.6K -617 -11%
DWA
1784
Dougherty Wealth Advisers
Minnesota
$271K -$9.96K -185 -4%
APW
1785
Acima Private Wealth
Virginia
$271K – – –
FIA
1786
Foundations Investment Advisors
Arizona
$270K -$131K -2,468 -33%
ACG
1787
Allen Capital Group
Nebraska
$270K +$6.51K +121 +2%
SCM
1788
Snow Capital Management
Pennsylvania
$269K -$107K -1,987 -28%
UWPG
1789
Ullmann Wealth Partners Group
Florida
$269K -$26.9K -500 -9%
NME
1790
Notis-McConarty Edward
$269K – – –
IA
1791
Independence Advisors
Pennsylvania
$269K – – –
KC
1792
Knuff & Co
California
$269K +$178K +3,300 +194%
SM
1793
SG3 Management
Puerto Rico
$269K +$269K +5,000 New
JWM
1794
JGP Wealth Management
Oregon
$267K -$81.2K -1,530 -23%
CWM
1795
Calamos Wealth Management
Illinois
$266K – – –
AIS
1796
Accurate Investment Solutions
Pennsylvania
$266K +$216K +4,007 +428%
HPWM
1797
Highland Private Wealth Management
Washington
$263K -$3.18K -59 -1%
FQ
1798
First Quadrant
California
$263K – – –
GEA
1799
Glen Eagle Advisors
New Jersey
$262K +$2.1K +39 +0.8%
WI
1800
Wedgewood Investors
Pennsylvania
$262K – – –
70 71
72
73 74