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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 %
FMC
726
First Merchants Corp
Indiana
$3.82M +$31.3K +582 +0.8%
AT
727
Arden Trust
Delaware
$3.82M +$20.5K +381 +0.5%
HCM
728
Hutner Capital Management
Vermont
$3.81M -$27.4K -510 -0.7%
YIA
729
YHB Investment Advisors
Connecticut
$3.8M -$30.7K -571 -0.8%
OIA
730
OneDigital Investment Advisors
Kansas
$3.79M -$24.9K -462 -0.7%
DLCIG
731
D.L. Carlson Investment Group
New Hampshire
$3.79M +$1.45M +26,916 +62%
JIC
732
Johnson Investment Counsel
Ohio
$3.76M +$42.5K +790 +1%
WS
733
Wedbush Securities
California
$3.75M +$319K +5,924 +9%
Jones Financial Companies
734
Jones Financial Companies
Missouri
$3.7M -$535K -9,949 -13%
VFM
735
Viking Fund Management
North Dakota
$3.66M – – –
SPIA
736
Steward Partners Investment Advisory
New York
$3.62M -$335K -6,232 -8%
PWLP
737
Prio Wealth Limited Partnership
Massachusetts
$3.61M -$303K -5,631 -8%
VI
738
Vestcor Inc
New Brunswick, Canada
$3.59M +$3.59M +66,739 New
AIP
739
Ameritas Investment Partners
Nebraska
$3.58M -$188K -3,490 -5%
RCA
740
Rowland Carmichael Advisors
Arizona
$3.54M -$861 -16 -0%
PFP
741
Pinnacle Financial Partners
Tennessee
$3.54M +$453K +8,412 +15%
BOH
742
Bank of Hawaii
Hawaii
$3.52M -$136K -2,521 -4%
AC
743
Alexandria Capital
Virginia
$3.51M +$107K +1,989 +3%
KSCM
744
Kamunting Street Capital Management
Florida
$3.5M +$1.08M +20,000 +44%
NB
745
NBT Bank
New York
$3.49M +$41.7K +774 +1%
SWP
746
Stratos Wealth Partners
Ohio
$3.49M +$50.5K +939 +1%
FHB
747
First Hawaiian Bank
Hawaii
$3.48M +$269K +4,997 +8%
FNT
748
First National Trust
Pennsylvania
$3.47M -$102K -1,905 -3%
SIC
749
Salem Investment Counselors
North Carolina
$3.46M +$84.5K +1,571 +3%
RIM
750
Rampart Investment Management
Connecticut
$3.45M -$99K -1,840 -3%
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