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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 %
MPAM
776
Murphy Pohlad Asset Management
Minnesota
$3.13M +$136K +2,535 +5%
VNA
777
Valley National Advisers
Pennsylvania
$3.13M -$117K -2,174 -4%
CCT
778
Country Club Trust
Missouri
$3.13M -$666K -12,434 -18%
PP
779
Patten & Patten
Tennessee
$3.11M -$47.6K -885 -2%
AWM
780
Avior Wealth Management
Nebraska
$3.11M -$893K -16,603 -22%
GIM
781
Goelzer Investment Management
Indiana
$3.08M -$58.1K -1,080 -2%
WKWM
782
Walter & Keenan Wealth Management
Indiana
$3.07M +$108K +2,001 +4%
IAA
783
Independent Advisor Alliance
North Carolina
$3.07M +$15.1K +280 +0.5%
CS
784
Capital Square
Tennessee
$3.06M +$3.06M +56,872 New
OPS
785
Orion Portfolio Solutions
Nebraska
$3.05M +$3.05M +56,654 New
AF
786
Advisornet Financial
Minnesota
$3M -$42.5K -789 -1%
HFM
787
Hartford Financial Management
Connecticut
$3M +$74K +1,375 +3%
MOS
788
MGO One Seven
Ohio
$2.99M +$736K +13,671 +33%
FFN
789
Focus Financial Network
Minnesota
$2.98M +$3.87K +72 +0.1%
DR
790
Davis Rea
Ontario, Canada
$2.97M +$63.1K +1,172 +2%
PFO
791
Pathstone Family Office
New Jersey
$2.97M +$39.3K +73 +1%
ONB
792
Old National Bancorp
Indiana
$2.97M -$267K -4,956 -8%
LCM
793
Landscape Capital Management
New Jersey
$2.96M +$1.06M +19,684 +56%
Marshall Wace
794
Marshall Wace
United Kingdom
$2.96M +$2.96M +54,958 New
Lido Advisors
795
Lido Advisors
California
$2.95M +$95.9K +1,783 +3%
GT
796
Greenleaf Trust
Michigan
$2.95M +$402K +7,463 +16%
AAS
797
Avantax Advisory Services
Texas
$2.95M +$569K +10,581 +24%
NRS
798
Neville Rodie & Shaw
New York
$2.93M -$43K -800 -1%
MFG
799
Monte Financial Group
Connecticut
$2.93M +$2.93M +54,435 New
ETI
800
Enterprise Trust & Investment
California
$2.91M +$807K +15,000 +38%
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