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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 %
MTIM
2151
Marathon Trading Investment Management
Pennsylvania
– -$201K -3,978 Closed
SWP
2152
Strategic Wealth Partners
Ohio
– -$192 -3,924 Closed
NCM
2153
Nelson Capital Management
California
– -$181K -3,585 Closed
HIM
2154
Hillsdale Investment Management
Ontario, Canada
– -$163K -3,230 Closed
CAGAS
2155
Capital Advisory Group Advisory Services
Minnesota
– -$156K -3,096 Closed
SB
2156
Strategic Blueprint
Georgia
– -$88K -1,749 Closed
TC
2157
Truvestments Capital
Florida
– -$70K -1,380 Closed
MAM
2158
Magellan Asset Management
Australia
– -$58K -1,155 Closed
BCM
2159
Bourgeon Capital Management
Connecticut
– -$47K -923 Closed
CT
2160
Clearstead Trust
Maine
– -$33K -647 Closed
FIA
2161
FNY Investment Advisers
New York
– -$30K -600 Closed
CFN
2162
Cordasco Financial Network
Florida
– -$25K -500 Closed
TIM
2163
Tortoise Investment Management
New York
– -$19K -373 Closed
APSP
2164
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$9K -188 Closed
EWM
2165
Elmwood Wealth Management
California
– -$9K -171 Closed
FEM
2166
Fulcrum Equity Management
Texas
– -$3K -61 Closed
CFD
2167
Creative Financial Designs
Indiana
– -$2K -43 Closed
WA
2168
WestEnd Advisors
North Carolina
– -$1.51K -30 Closed
HWM
2169
Holloway Wealth Management
Florida
– -$11K – –
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