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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 %
EHC
751
Everett Harris & Co
California
$3.45M -$113K -2,100 -3%
MPIA
752
Mountain Pacific Investment Advisers
Idaho
$3.43M -$57.5K -1,069 -2%
AIL
753
AGF Investments LLC
Ontario, Canada
$3.4M -$326K -6,057 -9%
NA
754
NewEdge Advisors
Louisiana
$3.38M +$327K +6,083 +11%
CIP
755
Chartwell Investment Partners
Pennsylvania
$3.37M -$1.03M -19,058 -23%
PGFC
756
Peapack-Gladstone Financial Corp
New Jersey
$3.36M +$7.37K +137 +0.2%
CHC
757
City Holding Co
West Virginia
$3.36M -$33.9K -630 -1%
SMH
758
Sanders Morris Harris
Texas
$3.35M – – –
SCM
759
Salem Capital Management
Massachusetts
$3.35M -$56.5K -1,050 -2%
IRF
760
IBM Retirement Fund
New York
$3.34M -$264K -4,905 -7%
SJL
761
Shayne & Jacobs LLC
Tennessee
$3.33M -$116K -2,159 -3%
SCA
762
Stonebridge Capital Advisors
Minnesota
$3.31M +$45K +837 +1%
MME
763
Meag Munich Ergo
Germany
$3.31M -$11M -205,492 -77%
FFA
764
Fragasso Financial Advisors
Pennsylvania
$3.31M +$180K +3,346 +6%
MIAN
765
Mariner Independent Advisor Network
Kansas
$3.31M +$305K +5,678 +10%
1SB
766
1ST Source Bank
Indiana
$3.3M -$179K -3,321 -5%
ACM
767
Argyle Capital Management
Pennsylvania
$3.27M -$32.3K -600 -1%
RVM
768
Robinson Value Management
Texas
$3.23M +$3.23M +60,016 New
SG
769
Somerset Group
Minnesota
$3.22M -$40.5K -753 -1%
CMO
770
Covenant Multifamily Offices
Texas
$3.21M +$1.61M +22,874 +100%
SFG
771
Sather Financial Group
Texas
$3.2M -$15.6K -290 -0.5%
MPM
772
Meritage Portfolio Management
Kansas
$3.19M -$41.3K -767 -1%
MYLI
773
Meiji Yasuda Life Insurance
Japan
$3.18M -$194K -3,603 -6%
ACA
774
Aptus Capital Advisors
Alabama
$3.18M +$2.7M +50,257 +568%
MCM
775
Makena Capital Management
California
$3.14M +$3.14M +58,295 New
29 30
31
32 33