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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 %
CCM
1526
Canal Capital Management
Virginia
$461K +$108 +2 +0%
RFM
1527
Royal Fund Management
Florida
$461K +$3.17K +59 +0.7%
WIA
1528
Westbourne Investment Advisors
Maryland
$460K -$35K -650 -7%
Jacobs Levy Equity Management
1529
Jacobs Levy Equity Management
New Jersey
$460K +$460K +8,558 New
SAM
1530
Smithbridge Asset Management
Pennsylvania
$459K – – –
PL
1531
Plancorp LLC
Missouri
$459K +$5.38K +100 +1%
NSB
1532
Norway Savings Bank
Maine
$457K -$44.2K -820 -9%
I
1533
IberiaBank
Louisiana
$457K +$7.26K +135 +2%
BFA
1534
Beaumont Financial Advisors
Massachusetts
$457K +$34.3K +637 +8%
NFGCM
1535
Norman Fields Gottscho Capital Management
New York
$456K +$10.8K +200 +2%
BCM
1536
Breiter Capital Management
Florida
$455K -$33K -614 -7%
SNBOSCI
1537
Security National Bank of Sioux City Iowa
Iowa
$452K +$66.3K +1,233 +17%
MAM
1538
Madison Asset Management
Wisconsin
$452K +$452K +8,394 New
PP
1539
PrairieView Partners
Minnesota
$449K +$376 +7 +0.1%
RWA
1540
River Wealth Advisors
Pennsylvania
$447K +$13.8K +256 +3%
GC
1541
Gratus Capital
Georgia
$446K -$26.8K -498 -6%
CCM
1542
Cohen Capital Management
California
$445K – – –
CAM
1543
Cidel Asset Management
Ontario, Canada
$440K -$18.2K -338 -4%
BSPF
1544
British Steel Pension Fund
United Kingdom
$440K – – –
CCM
1545
Crabel Capital Management
California
$440K +$440K +8,175 New
BB
1546
Bell Bank
North Dakota
$439K -$21.4K -397 -5%
OC
1547
Oarsman Capital
Wisconsin
$439K -$10.5K -196 -2%
CWM
1548
Circle Wealth Management
New Jersey
$439K +$205K +3,814 +88%
XF
1549
XML Financial
Maryland
$435K +$435K +8,093 New
SIG
1550
Sky Investment Group
Connecticut
$434K +$99.5K +1,850 +30%
60 61
62
63 64