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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 %
ELC
451
Edgar Lomax Company
Virginia
$10.5M -$253K -4,700 -2%
CG
452
Colony Group
Massachusetts
$10.5M +$336K +6,241 +3%
HR
453
Howe & Rusling
New York
$10.5M +$103K +1,906 +1%
PC
454
Polar Capital
United Kingdom
$10.5M -$36.9K -685 -0.4%
FFIC
455
First Fiduciary Investment Counsel
Ohio
$10.4M +$10.4M +193,885 New
JMFC
456
J.M. Forbes & Co
Massachusetts
$10.4M +$10.4M +193,721 New
JFA
457
Johanson Financial Advisors
California
$10.4M +$10.1M +545,501 +4,661%
WG
458
Winton Group
United Kingdom
$10.3M -$44.4M -824,908 -81%
NPF
459
Norris Perne & French
Michigan
$10.3M +$216K +4,009 +2%
PI
460
PEAK6 Investments
Illinois
$10.3M -$2.72M -50,531 -21%
KCM
461
Kornitzer Capital Management
Kansas
$10.2M -$3.03M -56,320 -23%
GA
462
GFS Advisors
Texas
$10.1M -$561K -10,435 -5%
QI
463
QS Investors
New York
$10.1M -$9.37M -174,315 -48%
ST
464
Spinnaker Trust
Maine
$10.1M +$103K +1,911 +1%
WJWM
465
Williams Jones Wealth Management
New York
$10.1M +$4.58M +85,140 +83%
CAPTRUST Financial Advisors
466
CAPTRUST Financial Advisors
North Carolina
$10.1M +$5.46M +101,587 +119%
TEE
467
Tibra Equities Europe
United Kingdom
$10M +$10M +186,300 New
FNBOO
468
First National Bank of Omaha
Nebraska
$10M -$417K -7,760 -4%
GI
469
Gradient Investments
Minnesota
$9.97M +$9.88M +183,729 +11,606%
Renaissance Technologies
470
Renaissance Technologies
New York
$9.94M -$136M -2,536,075 -93%
LSERS
471
Louisiana State Employees Retirement System
Louisiana
$9.84M -$538K -10,000 -5%
BBI
472
Baxter Bros Inc
Connecticut
$9.82M +$71.4K +1,327 +0.7%
Wealthfront Advisers
473
Wealthfront Advisers
California
$9.78M +$2M +37,172 +26%
Luther King Capital Management (LKCM)
474
Luther King Capital Management (LKCM)
Texas
$9.76M -$58.2K -1,082 -0.6%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$9.7M -$199K -3,703 -2%
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