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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 %
BPM
826
Bowling Portfolio Management
Ohio
$2.74M -$50.4K -937 -2%
SCI
827
Stableford Capital II
Arizona
$2.74M -$3.77K -70 -0.1%
JIC
828
Joel Isaacson & Co
New York
$2.73M +$54 +1 +0%
Verition Fund Management
829
Verition Fund Management
Connecticut
$2.72M +$1.62M +30,145 +148%
BCM
830
Buckhead Capital Management
Georgia
$2.71M -$134K -2,485 -5%
BDF
831
Balasa Dinverno & Foltz
$2.71M +$45.9K +853 +2%
CAM
832
Cresset Asset Management
Illinois
$2.71M +$222K +4,130 +9%
IR
833
IAT Reinsurance
New York
$2.69M – – –
SPC
834
Sigma Planning Corp
Michigan
$2.67M +$308K +5,721 +13%
QT
835
Quantbot Technologies
New York
$2.66M +$197K +3,664 +8%
RC
836
RegentAtlantic Capital
New Jersey
$2.65M -$222K -4,131 -8%
WCM
837
Wisconsin Capital Management
Wisconsin
$2.64M +$1.09M +20,200 +70%
TCA
838
Transcend Capital Advisors
New Jersey
$2.64M +$2.64M +49,105 New
VWA
839
Visionary Wealth Advisors
Illinois
$2.64M +$2.64M +49,046 New
CIA
840
Choate Investment Advisors
Massachusetts
$2.62M -$71.8K -1,335 -3%
LWCFA
841
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.62M +$200K +3,719 +8%
BS
842
Boenning & Scattergood
Pennsylvania
$2.61M -$1.23M -22,842 -32%
Fiera Capital (Canada)
843
Fiera Capital (Canada)
Quebec, Canada
$2.61M -$308K -5,732 -11%
NIC
844
Northwest Investment Counselors
Oregon
$2.58M +$36.4K +677 +1%
ACS
845
Archford Capital Strategies
Illinois
$2.57M +$214K +3,974 +9%
TSWM
846
Triangle Securities Wealth Management
North Carolina
$2.57M -$50.3K -934 -2%
HT
847
Heritage Trust
Oklahoma
$2.55M -$13.7K -255 -0.5%
AA
848
AF Advisors
California
$2.53M +$2.53M +47,040 New
DLHL
849
Donald L. Hagan LLC
Florida
$2.53M +$2.53M +51,679 New
SC
850
Savant Capital
Illinois
$2.51M +$76.4K +1,420 +3%
32 33
34
35 36