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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 %
Mercer Global Advisors
501
Mercer Global Advisors
Colorado
$8.6M +$408K +7,587 +5%
TCM
502
Tran Capital Management
California
$8.55M -$864K -16,050 -9%
GIP
503
Greatmark Investment Partners
Georgia
$8.54M +$859K +15,973 +11%
AWM
504
Arbor Wealth Management
Florida
$8.54M +$67.7K +1,259 +0.8%
ABC
505
Associated Banc-Corp
Wisconsin
$8.47M -$101K -1,873 -1%
HTC
506
Haverford Trust Company
Pennsylvania
$8.46M -$127K -2,364 -1%
CCM
507
Channing Capital Management
Illinois
$8.46M -$24.3K -451 -0.3%
CM
508
Crestline Management
Texas
$8.39M +$8.39M +156,000 New
Federated Hermes
509
Federated Hermes
Pennsylvania
$8.38M -$22M -408,261 -72%
EDRH
510
Edmond de Rothschild Holding
Switzerland
$8.36M +$780K +14,500 +10%
PC
511
Pecaut & Co
Iowa
$8.35M -$2.15K -40 -0%
RCM
512
Rings Capital Management
Illinois
$8.29M -$2.31M -43,000 -22%
FAAS
513
First Allied Advisory Services
California
$8.25M +$373K +6,887 +5%
BNP Paribas Asset Management
514
BNP Paribas Asset Management
France
$8.21M -$682K -12,673 -8%
OCM
515
Olstein Capital Management
New York
$8.18M – – –
ACM
516
Aquamarine Capital Management
New York
$8.16M – – –
CTA
517
Chesley Taft & Associates
Illinois
$8.14M +$5.07M +94,199 +165%
HLCM
518
Hi-Line Capital Management
South Dakota
$8.05M – – –
NMIMC
519
Northwestern Mutual Investment Management Company
Wisconsin
$8.04M -$171K -3,185 -2%
SS
520
Sunbelt Securities
Texas
$8.02M +$1.14M +21,135 +17%
QP
521
Quilter Plc
United Kingdom
$8.01M +$8.01M +148,854 New
ACM
522
Azimuth Capital Management
Michigan
$7.99M -$384K -7,130 -5%
CCM
523
Covington Capital Management
California
$7.98M +$21.1K +392 +0.3%
HIMC
524
Heritage Investors Management Corp
Maryland
$7.95M -$1.21M -22,584 -13%
FCBT
525
First Citizens Bank & Trust
North Carolina
$7.91M +$2.35M +43,626 +42%
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