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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 %
Macquarie Group
276
Macquarie Group
Australia
$33.4M -$1.22M -22,638 -4%
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$33.4M +$1.46M +27,116 +5%
WF
278
Welch & Forbes
Massachusetts
$33.1M -$2.33M -43,309 -7%
ADEF
279
Adams Diversified Equity Fund
Maryland
$32.6M +$29.6M +550,200 +995%
SIM
280
Sprucegrove Investment Management
Ontario, Canada
$32.4M -$387K -7,200 -1%
CG
281
Cynosure Group
Utah
$32.2M -$7.01M -130,349 -18%
WBC
282
Westpac Banking Corp
Australia
$32M -$4.52M -83,970 -12%
VDBMI
283
Van Den Berg Management I
Texas
$31.9M -$1.49M -27,699 -4%
OAM
284
Oppenheimer Asset Management
New York
$31.8M +$2.88M +53,489 +10%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$31.5M -$1.45M -26,979 -4%
MLICM
286
Metropolitan Life Insurance Company (MetLife)
New York
$31.4M -$1.24M -22,974 -4%
BAM
287
Berkshire Asset Management
Pennsylvania
$31.3M -$670K -12,462 -2%
ST
288
Sabal Trust
Florida
$31.3M +$8.51M +158,098 +37%
AB
289
Amalgamated Bank
New York
$31.2M +$971K +18,050 +3%
UCFA
290
United Capital Financial Advisors
Texas
$30.9M +$3.72M +69,133 +14%
SAM
291
Shell Asset Management
Netherlands
$30.5M -$2.86M -53,205 -9%
WIC
292
Willis Investment Counsel
Georgia
$30.5M – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
293
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$30.4M +$30.4M +564,224 New
MSA
294
Mason Street Advisors
Wisconsin
$29.5M -$1.19M -22,108 -4%
ICP
295
Ironvine Capital Partners
Nebraska
$29.4M +$650K +12,082 +2%
Bessemer Group
296
Bessemer Group
New Jersey
$29.2M -$719K -13,372 -2%
BIM
297
Bridges Investment Management
Nebraska
$29.2M +$453K +8,413 +2%
WM
298
WS Management
Florida
$29.1M -$4.88M -90,689 -14%
Jennison Associates
299
Jennison Associates
New York
$28.9M -$6.22M -115,552 -18%
KeyBank National Association
300
KeyBank National Association
Ohio
$28.7M -$1.36M -25,277 -5%
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