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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 %
NIM
1426
Northeast Investment Management
Massachusetts
$582K -$40.2K -746 -6%
AF
1427
Arrow Financial
New York
$582K -$28.2K -525 -5%
GWAG
1428
Garrett Wealth Advisory Group
Texas
$577K -$34.5K -645 -6%
WC
1429
Woodstock Corp
Massachusetts
$574K – – –
BFO
1430
Boston Family Office
Massachusetts
$573K -$33.4K -620 -6%
TI
1431
tru Independence
Oregon
$573K +$573K +19,914 New
AIC
1432
Ameritas Investment Company
Nebraska
$570K -$74.7K -1,389 -12%
ACM
1433
Allred Capital Management
Texas
$567K -$74.3K -1,381 -12%
RSWM
1434
Robertson Stephens Wealth Management
California
$564K -$64.5K -1,200 -10%
NP
1435
NorthRock Partners
Minnesota
$564K +$186K +3,459 +49%
TCM
1436
Tributary Capital Management
Nebraska
$560K -$21.5K -400 -4%
HHGA
1437
Halbert Hargrove Global Advisors
California
$558K -$40.7K -757 -7%
PP
1438
Pegasus Partners
Wisconsin
$557K +$251K +4,659 +82%
AOWM
1439
Alpha Omega Wealth Management
Virginia
$556K -$12.6K -235 -2%
WCM
1440
Windsor Capital Management
Arizona
$556K +$753 +14 +0.1%
PB
1441
Pinnacle Bancorp
Nebraska
$555K -$13.7K -254 -2%
NERM
1442
New England Research & Management
Illinois
$554K -$67.8K -1,260 -11%
BO
1443
Bank OZK
Arkansas
$554K -$538 -10 -0.1%
WCM
1444
Washington Capital Management
Washington
$554K – – –
PCMC
1445
Private Capital Management (Colorado)
Colorado
$554K – – –
TSS
1446
Two Sigma Securities
New York
$553K -$3.29M -61,057 -86%
CBA
1447
Coastal Bridge Advisors
Connecticut
$553K -$81.2K -1,509 -13%
TFF
1448
The Family Firm
Maryland
$552K -$1.18K -22 -0.2%
OCM
1449
Osterweis Capital Management
California
$550K -$41K -762 -7%
NG
1450
Northstar Group
New York
$549K +$376 +7 +0.1%
56 57
58
59 60