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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 %
BWL
1926
Bogart Wealth LLC
Virginia
$156K -$2.05K -38 -1%
BCI
1927
Brinker Capital Investments
Pennsylvania
$155K -$916 -17 -0.6%
CAC
1928
Certified Advisory Corp
Florida
$153K +$5.78K +107 +4%
WB
1929
West Bancorporation
Iowa
$153K +$153K +2,853 New
IF
1930
Ironwood Financial
Arizona
$151K -$12.4K -230 -8%
TIM
1931
Tikehau Investment Management
France
$149K -$100K -186,792 -40%
PFGIA
1932
Patriot Financial Group Insurance Agency
Massachusetts
$144K +$6.18K +115 +4%
CAL
1933
Capital Analysts LLC
Pennsylvania
$144K +$94.8K +1,767 +193%
FCM
1934
Firestone Capital Management
Florida
$144K +$144K +2,675 New
FP
1935
Financial Perspectives
Minnesota
$144K +$144K +2,668 New
TCM
1936
Tradewinds Capital Management
Washington
$143K +$324 +6 +0.2%
KWM
1937
Keebeck Wealth Management
Illinois
$143K +$143K +2,675 New
WAS
1938
Winch Advisory Services
Wisconsin
$141K -$9.77K -181 -6%
LD
1939
Lipe & Dalton
New York
$137K -$8.08K -150 -6%
DOA
1940
D'Orazio & Associates
Virginia
$137K +$162 +3 +0.1%
PP
1941
Pacifica Partners
Canada
$135K +$135K +2,513 New
PWMG
1942
Prestige Wealth Management Group
New Jersey
$131K – – –
AFIA
1943
America First Investment Advisors
Nebraska
$130K – – –
KPCM
1944
Kings Point Capital Management
New York
$127K +$41.3K +765 +48%
AWA
1945
Artemis Wealth Advisors
New York
$125K +$125K +2,325 New
WA
1946
Winfield Associates
Ohio
$125K +$125K +2,320 New
POIA
1947
Pin Oak Investment Advisors
Texas
$123K -$108K -2,006 -47%
LFG
1948
LifePlan Financial Group
Ohio
$123K – – –
FA
1949
Fortis Advisors
Pennsylvania
$122K – – –
JWM
1950
Janiczek Wealth Management
Colorado
$120K – – –
76 77
78
79 80