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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 %
AC
851
Abbrea Capital
California
$2.51M +$35.6K +662 +1%
HCM
852
Hengehold Capital Management
Ohio
$2.5M -$36.5K -678 -1%
CFA
853
Carroll Financial Associates
North Carolina
$2.49M +$227K +4,212 +10%
SSW
854
Smith Shellnut Wilson
Mississippi
$2.48M +$156K +2,900 +7%
CICI
855
Capital Investment Counsel Inc
North Carolina
$2.48M -$96.1K -1,787 -4%
HB
856
Homrich & Berg
Georgia
$2.47M -$161K -2,987 -6%
FIM
857
Freedom Investment Management
Connecticut
$2.45M +$372K +6,910 +18%
ANTB
858
AMG National Trust Bank
Colorado
$2.43M -$130K -2,420 -5%
WC
859
Winmill & Co
New York
$2.42M – – –
AP
860
Adero Partners
California
$2.41M +$2.41M +44,729 New
IMC Chicago
861
IMC Chicago
Illinois
$2.4M +$2.4M +44,534 New
ASN
862
Advisory Services Network
Georgia
$2.39M -$19.1K -355 -0.8%
S
863
Seeyond
France
$2.39M -$146K -2,723 -6%
KA
864
Kintegral Advisory
New York
$2.38M – – –
USAA
865
United Services Automobile Association
Texas
$2.38M -$91.7K -1,704 -4%
SCA
866
Sage Capital Advisors
South Dakota
$2.38M +$51.3K +953 +2%
CIM
867
CenturyLink Investment Management
Colorado
$2.36M -$368K -6,847 -13%
EFS
868
Essex Financial Services
Connecticut
$2.36M -$281K -5,226 -11%
LOAME
869
Lombard Odier Asset Management (Europe)
United Kingdom
$2.36M – – –
MRCM
870
M&R Capital Management
New Jersey
$2.35M -$100K -1,865 -4%
TNBTD
871
Trustmark National Bank Trust Department
Mississippi
$2.35M +$174K +3,244 +8%
DCM
872
Donaldson Capital Management
Indiana
$2.34M +$353K +6,571 +18%
CA
873
Cetera Advisors
Colorado
$2.33M +$32.5K +603 +1%
CCM
874
Compton Capital Management
Rhode Island
$2.33M -$58.6K -1,089 -2%
EIM
875
Essex Investment Management
Massachusetts
$2.31M +$2.31M +43,000 New
33 34
35
36 37