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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 %
CIP
1901
Capital Insight Partners
Arizona
$206K -$14.5K -269 -7%
NCM
1902
Novare Capital Management
North Carolina
$206K +$206K +3,826 New
MCWS
1903
McKinley Carter Wealth Services
West Virginia
$206K +$206K +3,833 New
BOPW
1904
Brandywine Oak Private Wealth
Pennsylvania
$202K +$202K +3,772 New
ATC
1905
Adirondack Trust Company
New York
$201K +$21.8K +465 +12%
EDRIA
1906
Edmonds Duncan Registered Investment Advisors
Kansas
$201K +$201K +3,727 New
SCP
1907
Seizert Capital Partners
Michigan
$201K +$201K +3,732 New
BL
1908
Balentine LLC
Georgia
$200K +$139K +2,583 +228%
BIA
1909
Biondo Investment Advisors
Pennsylvania
$200K +$200K +3,675 New
CF
1910
Centaurus Financial
California
$199K -$74.6K -1,389 -27%
FWM
1911
Focused Wealth Management
New York
$195K – – –
Kayne Anderson Rudnick Investment Management
1912
Kayne Anderson Rudnick Investment Management
California
$190K -$25.6K -477 -12%
APC
1913
Aspire Private Capital
North Carolina
$190K – – –
AP
1914
Arlington Partners
Alabama
$184K – – –
CCA
1915
Column Capital Advisors
Indiana
$184K +$184K +3,435 New
ED
1916
Exane Derivatives
France
$182K -$362K -7,494 -67%
GAM
1917
Gemmer Asset Management
California
$179K -$6.98K -130 -4%
LPIC
1918
LeJeune Puetz Investment Counsel
Michigan
$175K – – –
BEAM
1919
Baker Ellis Asset Management
Washington
$170K -$436K -8,100 -72%
RP
1920
Rowlandmiller & Partners
Georgia
$167K -$215 -4 -0.1%
BFC
1921
Bedel Financial Consulting
Indiana
$165K – – –
CA
1922
Centerpoint Advisors
Massachusetts
$165K – – –
CII
1923
Capital International Inc
California
$163K -$3.92K -73 -2%
RA
1924
Rational Advisors
New York
$160K -$99.4K -1,847 -38%
SWM
1925
Sugarloaf Wealth Management
Georgia
$159K +$159K +2,867 New
75 76
77
78 79