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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 %
MAM
976
Marotta Asset Management
Virginia
$1.74M +$1.74M +37,021 New
PFSC
977
Peoples Financial Services Corp
Pennsylvania
$1.74M – – –
AP
978
Appleton Partners
Massachusetts
$1.74M -$18.7K -347 -1%
FAM
979
Fred Alger Management
New York
$1.73M +$269 +5 +0%
CFG
980
Citizens Financial Group
Rhode Island
$1.73M +$348K +6,472 +25%
BWP
981
Baldwin Wealth Partners
Massachusetts
$1.73M +$26.9K +500 +2%
PCAP
982
Pratt Collard Advisory Partners
New York
$1.72M +$33.6K +625 +2%
DPIM
983
Duff & Phelps Investment Management
Illinois
$1.72M +$21.5K +400 +1%
S
984
SignatureFD
Georgia
$1.72M +$44.7K +830 +3%
ODCM
985
Old Dominion Capital Management
Virginia
$1.72M -$39.3K -730 -2%
HBT
986
Hills Bank & Trust
Iowa
$1.71M -$66.7K -1,240 -4%
SWM
987
SeaCrest Wealth Management
New York
$1.71M +$117K +2,176 +7%
WAM
988
Wealthspire Advisors (Maryland)
Maryland
$1.71M +$201K +3,739 +13%
MAM
989
Meeder Asset Management
Ohio
$1.71M +$322K +5,995 +23%
TNB
990
Thomasville National Bank
Georgia
$1.7M -$13K -242 -0.8%
PI
991
PHH Investments
Texas
$1.7M -$42.7K -793 -2%
SDWIA
992
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.67M -$34K -632 -2%
LIM
993
Loudon Investment Management
New Hampshire
$1.67M +$5.38K +100 +0.3%
GC
994
Grimes & Company
Massachusetts
$1.66M +$14.7K +273 +0.9%
BCM
995
Bayesian Capital Management
New York
$1.66M +$931K +17,300 +128%
FMBTD
996
First Midwest Bank Trust Division
Illinois
$1.65M +$50.9K +946 +3%
DWA
997
Douglass Winthrop Advisors
New York
$1.65M -$196K -3,650 -11%
VCA
998
Verdence Capital Advisors
Maryland
$1.65M +$655K +12,175 +66%
IC
999
Intersect Capital
California
$1.65M -$180K -3,339 -10%
RA
1000
RFG Advisory
Alabama
$1.64M +$491K +9,116 +43%
38 39
40
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