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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 %
Invesco
26
Invesco
Georgia
$1.36B -$239M -4,442,176 -15%
Morgan Stanley
27
Morgan Stanley
New York
$1.31B +$308M +5,718,053 +31%
Legal & General Group
28
Legal & General Group
United Kingdom
$1.3B -$18.7M -348,508 -1%
Ameriprise
29
Ameriprise
Minnesota
$1.26B +$44.7M +831,304 +4%
NEAM
30
New England Asset Management
Connecticut
$1.22B -$5.7M -105,950 -0.5%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$1.11B -$38.6M -718,161 -3%
Boston Partners
32
Boston Partners
Massachusetts
$1.1B -$43.6M -809,993 -4%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$1.09B +$26.3M +488,783 +2%
Sanders Capital
34
Sanders Capital
Florida
$1.08B +$124M +2,304,769 +13%
Charles Schwab
35
Charles Schwab
California
$1.07B -$14.4M -268,391 -1%
Capital Research Global Investors
36
Capital Research Global Investors
California
$1.07B +$741M +13,773,468 +227%
UBS AM
37
UBS AM
Illinois
$885M -$13.3M -246,331 -1%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$863M -$852K -15,839 -0.1%
EIG
39
EdgePoint Investment Group
Ontario, Canada
$816M -$81.1M -1,513,132 -9%
Barrow, Hanley, Mewhinney & Strauss
40
Barrow, Hanley, Mewhinney & Strauss
Texas
$764M -$680M -12,644,505 -47%
Capital World Investors
41
Capital World Investors
California
$728M +$104M +1,937,784 +17%
PPA
42
Parametric Portfolio Associates
Washington
$706M +$40.2M +747,040 +6%
ClearBridge Investments
43
ClearBridge Investments
New York
$697M -$4.23M -78,746 -0.6%
GRQ
44
Gardner Russo & Quinn
Pennsylvania
$680M -$7.74M -143,867 -1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$646M -$13.1M -244,100 -2%
TP
46
Theleme Partners
United Kingdom
$618M +$62.4M +1,160,000 +11%
Harris Associates
47
Harris Associates
Illinois
$593M -$5.15M -95,761 -0.9%
AAMU
48
Amundi Asset Management US
Massachusetts
$574M +$416M +7,736,141 +265%
CS
49
Credit Suisse
Switzerland
$566M +$248M +4,615,772 +78%
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
$555M +$246M +2,357,070 +80%
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