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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 %
SM
626
Soapstone Management
Maryland
$5.38M -$1.35M -25,000 -20%
NSEDCP
627
NJ State Employees Deferred Compensation Plan
New Jersey
$5.38M – – –
PCM
628
Palouse Capital Management
Washington
$5.38M -$2.22M -41,193 -29%
CANC
629
Culbertson A N & Co
Virginia
$5.36M -$166K -3,079 -3%
MAM
630
Majedie Asset Management
United Kingdom
$5.32M -$40.8K -757 -0.8%
KFP
631
KMG Fiduciary Partners
Ohio
$5.31M +$193K +3,579 +4%
MHIC
632
Marble Harbor Investment Counsel
Massachusetts
$5.31M +$322K +5,979 +6%
EWM
633
Evercore Wealth Management
New York
$5.28M -$161K -2,994 -3%
ACP
634
Ashfield Capital Partners
California
$5.23M -$5.87K -109 -0.1%
ECM
635
Elgethun Capital Management
South Dakota
$5.22M +$358K +6,675 +7%
BFS
636
Bradley Foster & Sargent
Connecticut
$5.2M -$99K -1,841 -2%
WP
637
WealthPLAN Partners
Nebraska
$5.15M +$16.6K +348 +0.3%
IFAM
638
Institutional & Family Asset Management
Colorado
$5.13M -$453K -8,426 -8%
PAM
639
Private Asset Management
California
$5.12M -$185K -3,436 -3%
SCM
640
Schnieders Capital Management
California
$5.12M -$12.1K -225 -0.2%
UCI
641
Uncommon Cents Investing
Wisconsin
$5.1M -$61.8K -1,148 -1%
CWM
642
Concentric Wealth Management
California
$5.1M +$202K +3,759 +4%
AC
643
Addenda Capital
Quebec, Canada
$5.08M +$296K +5,496 +6%
HCM
644
Hillman Capital Management
Maryland
$5.08M +$5.08M +94,359 New
GH
645
GAM Holding
Switzerland
$5.04M +$1.83M +34,096 +57%
CIP
646
Convergence Investment Partners
Florida
$5.01M -$180K -3,349 -3%
CA
647
Continental Advisors
Utah
$5.01M +$769K +14,300 +18%
MI
648
M3F Inc
Utah
$5M -$1.48M -27,500 -23%
UB
649
UMB Bank
Missouri
$4.97M -$217K -4,028 -4%
AAF
650
Andra AP-fonden
Sweden
$4.97M -$473K -8,800 -9%
24 25
26
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