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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 %
GRP
701
Global Retirement Partners
California
$4.22M +$243K +4,514 +6%
CEI
702
Clark Estates Inc
New York
$4.22M – – –
FWM
703
Frontier Wealth Management
Missouri
$4.21M -$934K -17,368 -18%
FCMT
704
Founders Capital Management (Texas)
Texas
$4.2M -$3.23K -60 -0.1%
NCM
705
Narwhal Capital Management
Georgia
$4.15M -$716K -13,315 -15%
Acadian Asset Management
706
Acadian Asset Management
Massachusetts
$4.13M -$15.6M -289,088 -79%
FWCM
707
Ferguson Wellman Capital Management
Oregon
$4.12M -$302K -5,612 -7%
LA
708
LVW Advisors
New York
$4.11M +$12.3K +229 +0.3%
CCM
709
Cadence Capital Management
Massachusetts
$4.09M +$122K +2,266 +3%
GIA
710
Granite Investment Advisors
New Hampshire
$4.08M +$4.08M +75,789 New
Credit Agricole
711
Credit Agricole
France
$4.01M -$619K -11,505 -13%
CI
712
Conning Inc
Connecticut
$4.01M -$114K -2,110 -3%
VFA
713
Valeo Financial Advisors
Indiana
$4.01M -$385K -7,157 -9%
SAM
714
Silvercrest Asset Management
New York
$4.01M +$308K +5,724 +8%
OIM
715
Opus Investment Management
Massachusetts
$4.01M -$296K -5,500 -7%
GI
716
GS Investments
Minnesota
$4.01M -$43.8K -790 -1%
MCM
717
Maryland Capital Management
Maryland
$4.01M -$27.2K -506 -0.7%
AAM
718
Advisors Asset Management
Colorado
$3.99M +$337K +6,269 +9%
APP
719
Avantax Planning Partners
Iowa
$3.95M -$123K -2,287 -3%
CM
720
Columbus Macro
Pennsylvania
$3.92M +$268K +4,973 +7%
CL
721
CPWM LLC
Washington
$3.92M +$915 +17 +0%
OI
722
Oakbrook Investments
Illinois
$3.9M -$4.37M -81,195 -53%
DCM
723
Dupont Capital Management
Delaware
$3.9M +$891K +16,557 +30%
EH
724
Employers Holdings
Nevada
$3.88M – – –
GIM
725
Grassi Investment Management
California
$3.88M – – –
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