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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 %
JWBC
2051
John W. Brooker & Co
California
$18K +$18K +335 New
WCM
2052
Wealthcare Capital Management
Virginia
$17K +$17K +307 New
CI
2053
Clal Insurance
Israel
$16K -$281K -15,139 -95%
SWM
2054
Selective Wealth Management
Virginia
$16K – – –
WFMPM
2055
Woodley Farra Manion Portfolio Management
Indiana
$16K +$16K +300 New
IWP
2056
IAG Wealth Partners
Wisconsin
$15K +$15K +275 New
HGWM
2057
Harvest Group Wealth Management
Massachusetts
$13K – – –
HFS
2058
HBC Financial Services
Washington
$13K +$13K +250 New
RG
2059
Retirement Group
California
$12K +$12K +219 New
AA
2060
Argent Advisors
Louisiana
$12K +$12K +236 New
AIM
2061
AIA Investment Management
Singapore
$11K – – –
FNBOSM
2062
First National Bank of South Miami
Florida
$11K – – –
LAS
2063
Lloyd Advisory Services
Georgia
$11K +$11K +201 New
CBT
2064
Central Bank & Trust
Kentucky
$10K -$2.39K -45 -19%
CAL
2065
Capital Advisors Ltd
Ohio
$9K – – –
BAMG
2066
Brand Asset Management Group
Missouri
$9K – – –
EI
2067
Ellevest Inc
New York
$8K – – –
BHWM
2068
Bay Harbor Wealth Management
Maryland
$8K – – –
TFGT
2069
TS Financial Group (TSFG)
Illinois
$8K +$675 +13 +9%
CAM
2070
Columbia Asset Management
Michigan
$7.86K +$686 +1,275 +10%
SIA
2071
SeaBridge Investment Advisors
New Jersey
$6K – – –
MFT
2072
Moisand Fitzgerald Tamayo
Florida
$6K – – –
LWS
2073
Lucia Wealth Services
California
$6K – – –
FCH
2074
Freestone Capital Holdings
Washington
$5.96K +$2.04K +37,912 +52%
LP
2075
LMR Partners
United Kingdom
$5.51K +$3.81K +70,804 +224%
81 82
83
84 85