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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 %
LNC
926
Lincoln National Corp
Pennsylvania
$2M +$130K +2,420 +7%
PFS
927
Prospera Financial Services
Texas
$1.99M +$284K +5,281 +17%
NCM
928
Northwest Capital Management
Oregon
$1.97M -$26.9K -500 -1%
ICOM
929
Investment Counselors of Maryland
Maryland
$1.97M +$116K +2,150 +6%
LCP
930
Legacy Capital Partners
Wisconsin
$1.95M +$83.4K +1,550 +4%
APA
931
American Portfolios Advisors
New York
$1.95M -$8.23K -153 -0.4%
MC
932
Martin & Co
Tennessee
$1.93M +$46.3K +860 +2%
CC
933
ClearArc Capital
Ohio
$1.93M -$1.32M -24,474 -41%
TCM
934
Telos Capital Management
California
$1.92M +$1.32M +24,479 +217%
PK
935
Pflug Koory
Nebraska
$1.92M -$10.8K -200 -0.6%
SCM
936
Sterneck Capital Management
Missouri
$1.91M -$23.4K -434 -1%
BG
937
Bollard Group
Massachusetts
$1.9M +$12.6K +235 +0.7%
FMTC
938
Farmers & Merchants Trust Company
California
$1.89M -$2.69K -50 -0.1%
PFM
939
Parsec Financial Management
North Carolina
$1.89M -$926K -17,217 -33%
GKFF
940
George Kaiser Family Foundation
Oklahoma
$1.89M – – –
BMO
941
Beck Mack & Oliver
New York
$1.89M – – –
CA
942
Cullinan Associates
Kentucky
$1.89M – – –
OPCM
943
Osborne Partners Capital Management
California
$1.89M -$901K -16,752 -32%
DRS
944
Deane Retirement Strategies
Louisiana
$1.89M +$1.89M +35,040 New
SB
945
Simmons Bank
Arkansas
$1.88M -$43.4K -806 -2%
DT
946
Diversified Trust
Tennessee
$1.88M +$988K +18,351 +111%
MCG
947
MACRO Consulting Group
New Jersey
$1.87M +$71.8K +1,334 +4%
SIA
948
Soltis Investment Advisors
Utah
$1.87M +$1.87M +34,830 New
BB
949
Busey Bank
Illinois
$1.87M +$84.9K +1,579 +5%
MIM
950
Marco Investment Management
Georgia
$1.87M – – –
36 37
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