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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 %
AA
1951
Advisory Alpha
Michigan
$119K -$31.7K -609 -21%
WC
1952
Whitnell & Co
Illinois
$117K +$161 +3 +0.1%
RIA
1953
RPG Investment Advisory
California
$114K – – –
EWM
1954
EPG Wealth Management
Georgia
$114K +$114K +2,112 New
TC
1955
Trust Company
Kansas
$113K +$17.4K +324 +18%
AJ
1956
Ashburton (Jersey)
Jersey
$111K -$3.57K -66 -3%
NL
1957
NVWM LLC
Pennsylvania
$108K -$1.13K -21 -1%
CA
1958
Crewe Advisors
Utah
$107K -$150K -2,800 -58%
SAM
1959
Security Asset Management
New York
$107K – – –
BWA
1960
BDO Wealth Advisors
Florida
$104K -$46.5K -864 -31%
CCMW
1961
Cypress Capital Management (Wyoming)
Wyoming
$103K – – –
PCM
1962
Pinz Capital Management
New York
$102K +$102K +1,900 New
VC
1963
Vestor Capital
Illinois
$101K – – –
HI
1964
Hoey Investments
Pennsylvania
$101K +$101K +1,870 New
AWA
1965
Arkadios Wealth Advisors
Georgia
$98.5K +$98.5K +2,047 New
VCM
1966
Versant Capital Management
Arizona
$98K +$8.26K +155 +9%
GCM
1967
Gables Capital Management
Florida
$97K – – –
CIR
1968
Clear Investment Research
Georgia
$96K -$2.54K -47 -3%
SA
1969
SRH Advisors
Kansas
$96K – – –
AssetMark Inc
1970
AssetMark Inc
California
$95K +$7.12K +132 +8%
LWA
1971
Lenox Wealth Advisors
New York
$95K +$14.6K +272 +18%
AIC
1972
Archer Investment Corporation
Indiana
$95K +$57.1K +1,066 +151%
BDWM
1973
Brewin Dolphin Wealth Management
Ireland
$94.2K – – –
PCA
1974
Providence Capital Advisors
North Carolina
$91K -$2.92M -54,131 -97%
GG
1975
Gleason Group
Kentucky
$91K +$91K +1,696 New
77 78
79
80 81