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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 %
QAM
1976
QCI Asset Management
New York
$90K -$121K -2,266 -57%
CCM
1977
Cribstone Capital Management
Maine
$87K -$188K -3,485 -68%
LWM
1978
Lenox Wealth Management
Ohio
$87K +$14.8K +275 +20%
FMTCOCP
1979
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K – – –
PCM
1980
Penserra Capital Management
California
$84K -$1.29M -24,369 -94%
JWA
1981
JFS Wealth Advisors
Pennsylvania
$77K – – –
EIP
1982
Ellis Investment Partners
Pennsylvania
$76K – – –
MF
1983
Manchester Financial
California
$75K +$75K +1,402 New
CWM
1984
Cranbrook Wealth Management
Michigan
$72K – – –
FGAM
1985
Financial Gravity Asset Management
Texas
$72K +$3.19K +34 +5%
VRM
1986
Vectors Research Management
New York
$71K +$22.1K +412 +45%
LF
1987
Lee Financial
Texas
$70K +$647 +12 +0.9%
TT
1988
TI-Trust
Illinois
$70K +$70K +1,305 New
APWM
1989
Atlas Private Wealth Management
New York
$68K +$68K +1,273 New
SFSIG
1990
San Francisco Sentry Investment Group
California
$67K -$13.4K -250 -17%
SL
1991
Savior LLC
Massachusetts
$67K +$67K +1,236 New
GFPC
1992
Global Financial Private Client
Florida
$65.4K +$65.4K +1,216 New
SGAM
1993
Smith Group Asset Management
Texas
$65K +$537 +10 +0.8%
FEG
1994
Financial Enhancement Group
Indiana
$64K – – –
TF
1995
TimeScale Financial
Massachusetts
$64K – – –
MCA
1996
Mercer Capital Advisers
New Jersey
$63K – – –
NC
1997
NewSquare Capital
Pennsylvania
$62K – – –
SC
1998
Solstein Capital
California
$62K +$62K +1,156 New
CAM
1999
CenterStar Asset Management
Illinois
$60K -$236K – –
MWC
2000
MBM Wealth Consultants
Missouri
$60K – – –
78 79
80
81 82