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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 %
VCM
1026
Violich Capital Management
California
$1.52M – – –
CGL
1027
Clarius Group LLC
Washington
$1.52M +$85.8K +1,776 +6%
NB
1028
Nicolet Bankshares
Wisconsin
$1.52M -$28.6K -532 -2%
RCM
1029
Radnor Capital Management
Pennsylvania
$1.51M – – –
CA
1030
Cambridge Advisors
Nebraska
$1.51M -$72.4K -1,345 -5%
VIM
1031
Vista Investment Management
Pennsylvania
$1.51M +$1.67K +31 +0.1%
FMT
1032
First Mercantile Trust
Tennessee
$1.51M -$108K -2,002 -7%
BBWA
1033
Bell & Brown Wealth Advisors
California
$1.5M -$959K -19,920 -39%
Assenagon Asset Management
1034
Assenagon Asset Management
Luxembourg
$1.5M -$859K -15,971 -36%
NAM
1035
NorthCoast Asset Management
Connecticut
$1.5M -$650K -12,058 -30%
ECM
1036
Evergreen Capital Management
Washington
$1.49M +$377K +7,013 +34%
JG
1037
Jefferies Group
New York
$1.47M -$1.79M -33,356 -55%
DAS
1038
Dynamic Advisor Solutions
Arizona
$1.47M -$108K -2,009 -7%
CC
1039
Cannell & Co
New York
$1.47M +$17K +315 +1%
WPC
1040
White Pine Capital
Minnesota
$1.47M +$252K +4,681 +21%
RHAM
1041
Round Hill Asset Management
California
$1.46M -$19K -354 -1%
TAM
1042
Tocqueville Asset Management
New York
$1.46M +$338K +6,283 +30%
BONST
1043
Bank of Nova Scotia Trust
Ontario, Canada
$1.45M +$20.9K +389 +1%
MAFM
1044
Mid Atlantic Financial Management
Pennsylvania
$1.45M +$131K +2,426 +10%
PVWM
1045
Point View Wealth Management
New Jersey
$1.45M +$75.7K +1,408 +6%
SYBT
1046
Stock Yards Bank & Trust
Kentucky
$1.44M +$8.29K +154 +0.6%
TG
1047
TCW Group
California
$1.44M -$113K -2,100 -7%
GIM
1048
Guardian Investment Management
California
$1.44M – – –
CBU
1049
CIBC Bank USA
Illinois
$1.43M -$29.8K -554 -2%
AC
1050
Avenir Corporation
Virginia
$1.43M – – –
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