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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 %
VCP
1826
Verus Capital Partners
Arizona
$246K +$246K +4,581 New
DAM
1827
Deltec Asset Management
New York
$245K -$86K -1,600 -26%
CBTWT
1828
Community Bank & Trust (Waco, Texas)
Texas
$245K – – –
TAM
1829
Tealwood Asset Management
Minnesota
$245K – – –
HIC
1830
Harvey Investment Company
Kentucky
$244K -$43.1K -800 -15%
SSWM
1831
Smith Salley Wealth Management
North Carolina
$244K +$244K +4,532 New
SCM
1832
Silvant Capital Management
Georgia
$243K – – –
PW
1833
Price Wealth
Texas
$243K +$6.67K +124 +3%
KFGK
1834
Keystone Financial Group (Kentucky)
Kentucky
$242K -$55K -1,025 -19%
RW
1835
REDW Wealth
New Mexico
$242K – – –
JWBC
1836
J.W. Burns & Co
New York
$242K – – –
VAG
1837
VisionPoint Advisory Group
Texas
$241K -$78.2K -1,451 -24%
VCM
1838
Vigilant Capital Management
Maine
$241K +$53.7K +1,000 +29%
TAM
1839
Trust Asset Management
Texas
$239K -$8.66K -161 -3%
CTA
1840
Colonial Trust Advisors
South Carolina
$238K -$6.61K -123 -3%
TWA
1841
TCI Wealth Advisors
Arizona
$238K -$755 -14 -0.3%
CCG
1842
Chatham Capital Group
Georgia
$237K -$68.6K -1,275 -22%
SAM
1843
S.A. Mason
Michigan
$237K +$237K +4,408 New
CNC
1844
Citizens & Northern Corp
Pennsylvania
$235K -$31.6K -586 -12%
KCPG
1845
Kavar Capital Partners Group
Kansas
$235K – – –
CFS
1846
CRA Financial Services
New Jersey
$234K -$5.53K -103 -2%
BA
1847
Ballast Advisors
Minnesota
$234K +$234K +4,343 New
PFA
1848
Professional Financial Advisors
Nebraska
$234K +$234K +4,352 New
FI
1849
FormulaFolio Investments
Michigan
$233K -$49.2K -915 -17%
AP
1850
Americana Partners
Texas
$233K +$233K +4,339 New
72 73
74
75 76