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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 %
CDH
576
Charles D. Hyman
$6.4M -$56.5K -1,051 -0.9%
ECM
577
ETrade Capital Management
Virginia
$6.34M +$105K +1,951 +2%
BC
578
Burleson & Co
California
$6.34M -$3.25K -67 -0.1%
WAM
579
Winslow Asset Management
Ohio
$6.31M +$21.2K +394 +0.3%
PBT
580
Pictet Bank & Trust
Bahamas
$6.29M -$210K -3,900 -3%
WB
581
WesBanco Bank
West Virginia
$6.26M +$113K +2,092 +2%
HAI
582
Hennessy Advisors Inc
California
$6.25M +$183K +3,400 +3%
DWM
583
Dorchester Wealth Management
Quebec, Canada
$6.24M -$14.8K -275 -0.2%
GAM
584
Gotham Asset Management
New York
$6.24M +$2.91M +54,093 +87%
RE
585
RBC Europe
United Kingdom
$6.23M -$282K -5,240 -4%
PIA
586
Piedmont Investment Advisors
North Carolina
$6.22M +$557K +10,345 +10%
DIM
587
Delta Investment Management
California
$6.21M +$1.85M +34,369 +42%
Fisher Asset Management
588
Fisher Asset Management
Washington
$6.2M -$247K -4,588 -4%
KFP
589
Keystone Financial Planning
Ohio
$6.19M +$24.1K +448 +0.4%
BCM
590
Blume Capital Management
California
$6.18M -$354K -6,576 -5%
BBVA
591
Banco Bilbao Vizcaya Argentaria
Spain
$6.16M +$6.16M +114,480 New
BPCE
592
Bank Pictet & Cie (Europe)
Germany
$6.12M +$204K +3,783 +3%
BFIM
593
Beese Fulmer Investment Management
Ohio
$6.11M +$136K +2,529 +2%
WA
594
Wasatch Advisors
Utah
$6.1M -$430K -8,000 -7%
BCWM
595
Bartlett & Co Wealth Management
Ohio
$6.09M -$179K -3,327 -3%
CCP
596
Corient Capital Partners
California
$6.08M +$380K +7,070 +7%
PP
597
Palladium Partners
Virginia
$6.04M -$1.91M -35,528 -24%
AMM
598
American Money Management
California
$6.04M -$33.3K -619 -0.5%
GT
599
Glenview Trust
Kentucky
$6.02M -$180K -3,343 -3%
WCM
600
Weik Capital Management
Pennsylvania
$6M -$45.4K -843 -0.7%
22 23
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