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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 %
PWM
1876
Paulson Wealth Management
Illinois
$221K +$221K +4,495 New
TIM
1877
Thompson Investment Management
Wisconsin
$220K -$48.5K -900 -18%
PLFAM
1878
Pineno Levin & Ford Asset Management
Virginia
$217K – – –
SBL
1879
Sargent Bickham Lagudis
Colorado
$217K +$87.3K +1,622 +67%
SNBOSD
1880
Security National Bank of So Dak
Iowa
$216K – – –
CFA
1881
Capstone Financial Advisors
Illinois
$216K +$216K +4,010 New
MC
1882
Miramar Capital
Illinois
$215K -$37.1K -787 -15%
CI
1883
CX Institutional
Indiana
$215K – – –
IWP
1884
Icon Wealth Partners
Texas
$215K +$215K +3,988 New
TIA
1885
Tiemann Investment Advisors
California
$214K -$72.4K -1,347 -25%
OCM
1886
Orser Capital Management
Texas
$214K – – –
HAS
1887
HBW Advisory Services
California
$214K +$214K +4,060 New
SP
1888
Successful Portfolios
Florida
$213K -$18.8K -350 -8%
AM
1889
Atwater Malick
Pennsylvania
$213K – – –
TAM
1890
Townsend Asset Management
North Carolina
$212K +$212K +3,932 New
HFS
1891
Howard Financial Services
Texas
$212K +$212K +3,935 New
HKAM
1892
Horizon Kinetics Asset Management
New York
$212K +$212K +3,936 New
FC
1893
Fusion Capital
South Carolina
$212K +$212K +3,937 New
CSWG
1894
Cardinal Strategic Wealth Guidance
Kentucky
$212K +$212K +3,944 New
GA
1895
Geller Advisors
New York
$211K +$211K +3,923 New
BIM
1896
Barton Investment Management
Pennsylvania
$210K +$210K +3,900 New
PCA
1897
Peddock Capital Advisors
Massachusetts
$210K +$210K +3,905 New
WCG
1898
Weaver Consulting Group
California
$207K +$67.7K +1,340 +49%
UBV
1899
United Bank (Virginia)
Virginia
$207K +$207K +3,849 New
TF
1900
TRH Financial
Iowa
$207K +$207K +3,927 New
74 75
76
77 78