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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 %
MBT
1126
Montecito Bank & Trust
California
$1.2M +$23.9K +444 +2%
WEC
1127
Winslow Evans & Crocker
Massachusetts
$1.2M -$15.4K -286 -1%
OAM
1128
Oxford Asset Management
United Kingdom
$1.19M -$937K -17,423 -44%
EWM
1129
Endurance Wealth Management
Rhode Island
$1.19M -$140K -2,600 -11%
MC
1130
Moors & Cabot
Massachusetts
$1.19M +$72.3K +1,344 +6%
CONA
1131
Capital One National Association
New York
$1.19M +$1.19M +22,030 New
VCM
1132
Virtue Capital Management
Tennessee
$1.18M -$899K -16,705 -43%
HCM
1133
Hodges Capital Management
Texas
$1.18M +$97.2K +1,806 +9%
OIS
1134
Okabena Investment Services
Minnesota
$1.18M +$1.18M +21,967 New
IAN
1135
Integrated Advisors Network
Texas
$1.18M +$1.18M +21,915 New
TIM
1136
Thornburg Investment Management
New Mexico
$1.18M -$123K -2,278 -9%
FVWA
1137
Foster Victor Wealth Advisors
South Carolina
$1.18M +$158K +3,000 +16%
CP
1138
Covenant Partners
Tennessee
$1.18M +$205K +3,815 +21%
FBT
1139
First Bank & Trust
South Dakota
$1.18M -$85.1K -1,581 -7%
RAM
1140
Redmond Asset Management
Virginia
$1.18M -$35.1K -652 -3%
BAC
1141
Boys Arnold & Co
North Carolina
$1.18M -$377 -7 -0%
CQS
1142
Credential Qtrade Securities
$1.17M -$2.53K -47 -0.2%
NSAM
1143
North Star Asset Management
Wisconsin
$1.16M -$138K -2,575 -11%
FTC
1144
Farmers Trust Company
Ohio
$1.16M -$56.5K -1,051 -5%
TBA
1145
Tower Bridge Advisors
Pennsylvania
$1.15M +$204K +3,800 +22%
EP
1146
Edgestream Partners
New Jersey
$1.15M +$1.15M +21,335 New
SIG
1147
Schaller Investment Group
North Carolina
$1.14M – – –
ET
1148
Equitable Trust
Tennessee
$1.14M -$100K -1,860 -8%
CST
1149
Charles Schwab Trust
Nevada
$1.14M +$48.4K +900 +4%
TIM
1150
Triad Investment Management
California
$1.14M -$221K -4,104 -16%
44 45
46
47 48