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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 %
CAC
876
Core Alternative Capital
Georgia
$2.31M +$2.31M +42,926 New
SAMC
877
Spectrum Asset Management (California)
California
$2.31M -$1.55M -28,780 -40%
RC
878
Roundview Capital
New Jersey
$2.3M +$1.35M +25,007 +140%
MYIA
879
Mount Yale Investment Advisors
Colorado
$2.29M +$50.6K +1,077 +2%
FMWA
880
Forvis Mazars Wealth Advisors
Missouri
$2.29M -$74.5K -1,384 -3%
OA
881
Oxbow Advisors
Texas
$2.28M -$98.8K -1,837 -4%
FFBTD
882
First Financial Bank - Trust Division
Ohio
$2.28M +$590K +10,956 +35%
FM
883
Foster & Motley
Ohio
$2.28M -$73.9K -1,373 -3%
TCOT
884
Trust Company of Toledo
Ohio
$2.27M +$16.2K +301 +0.7%
EML
885
Eos Management LP
New York
$2.26M – – –
BCV
886
Banque Cantonale Vaudoise
Switzerland
$2.25M +$2.25M +41,807 New
SC
887
Sawyer & Company
Massachusetts
$2.25M -$33.9K -630 -1%
BCM
888
Boltwood Capital Management
California
$2.24M -$2.69K -50 -0.1%
DDC
889
DF Dent & Co
Maryland
$2.24M +$2.24M +41,612 New
WPW
890
Waldron Private Wealth
Pennsylvania
$2.23M +$2.04K +38 +0.1%
PCTC
891
Perkins Coie Trust Company
Washington
$2.22M +$143K +2,663 +7%
BOTW
892
Bank of the West
California
$2.21M -$183K -3,408 -8%
WA
893
WP Advisors
California
$2.19M +$19.5K +362 +0.9%
AC
894
Addison Capital
Pennsylvania
$2.19M -$161 -3 -0%
LWAC
895
Laurel Wealth Advisors (California)
California
$2.19M -$992K -18,449 -31%
GC
896
Gilbert & Cook
Iowa
$2.18M -$3.39K -63 -0.2%
MWP
897
Meridian Wealth Partners
Pennsylvania
$2.16M +$2.16M +40,203 New
KLCM
898
KG&L Capital Management
Louisiana
$2.16M -$69.6K -1,294 -3%
RHDIC
899
R.H. Dinel Investment Counsel
California
$2.16M – – –
SACTSONJ
900
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.15M – – –
34 35
36
37 38