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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 %
COPPSERS
401
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.3M -$489K -9,088 -4%
Group One Trading
402
Group One Trading
Illinois
$13.3M +$348K +6,460 +3%
SSA
403
Schonfeld Strategic Advisors
New York
$13.3M +$13M +241,245 +3,891%
SIM
404
Sentry Investment Management
Wisconsin
$13.2M -$431K -8,014 -3%
WP
405
WealthSource Partners
California
$13.2M -$32.2K -599 -0.2%
SAM
406
SP Asset Management
California
$13.1M -$96.9K -1,801 -0.7%
CCA
407
Checchi Capital Advisers
California
$12.9M -$96.3K -1,790 -0.7%
CAG
408
Crestwood Advisors Group
Massachusetts
$12.8M +$161K +2,994 +1%
NB
409
Norinchukin Bank
Japan
$12.6M -$3.14M -58,431 -20%
CIS
410
Connors Investor Services
Pennsylvania
$12.6M +$699K +12,989 +6%
Lazard Asset Management
411
Lazard Asset Management
New York
$12.5M -$11.2M -208,876 -47%
MML Investors Services
412
MML Investors Services
Massachusetts
$12.5M +$2.04M +37,968 +19%
DJSG
413
D.J. St. Germain
Massachusetts
$12.5M +$306K +5,688 +3%
ECM
414
ExodusPoint Capital Management
New York
$12.4M +$11.3M +209,380 +965%
DA
415
Denali Advisors
California
$12.4M -$3.51M -65,200 -22%
UAM
416
UAS Asset Management
New York
$12.3M +$4.93M +91,675 +67%
SRAM
417
Stone Ridge Asset Management
New York
$12.2M -$14.1M -262,115 -54%
EBSAM
418
Eubel Brady & Suttman Asset Management
Ohio
$12.1M +$17.8K +330 +0.1%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$12.1M – – –
BCM
420
Bluefin Capital Management
New York
$12.1M +$6.46M +120,093 +114%
GAM
421
Griffin Asset Management
New York
$12M +$1.64M +30,539 +16%
Thrivent Financial for Lutherans
422
Thrivent Financial for Lutherans
Minnesota
$11.9M +$497K +9,236 +4%
GW
423
GW & Wade
Massachusetts
$11.8M +$176K +3,266 +2%
ACI
424
Alpha Cubed Investments
California
$11.8M +$9.95M +184,927 +535%
HA
425
Heartland Advisors
Wisconsin
$11.8M -$3.74M -69,428 -24%
15 16
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