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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 %
SWK
1851
Stephen W. Kidder
$231K – – –
JGIA
1852
Jackson Grant Investment Advisers
Connecticut
$231K +$1.83K +34 +0.8%
AW
1853
Alpha Windward
Massachusetts
$230K – – –
SFI
1854
SPC Financial Inc
Maryland
$230K +$230K +4,280 New
RMDI
1855
R.M. Davis Inc
Maine
$228K -$24.9K -463 -10%
CFG
1856
CKW Financial Group
Hawaii
$228K – – –
GCP
1857
GSA Capital Partners
United Kingdom
$228K +$228K +4,242 New
WCWM
1858
Willow Creek Wealth Management
California
$227K -$25.3K -470 -10%
BC
1859
Barnett & Company
Tennessee
$227K -$4.95K -92 -2%
IC
1860
Inscription Capital
Texas
$227K – – –
HI
1861
Harrington Investments
California
$227K +$970 +18 +0.4%
EB
1862
Eastern Bank
Massachusetts
$226K -$129K -2,395 -36%
AIM
1863
ARGA Investment Management
Connecticut
$226K -$4.63K -86 -2%
ACA
1864
Atlas Capital Advisors
Wyoming
$226K – – –
RCG
1865
Ruane, Cunniff & Goldfarb
New York
$225K -$23.8K -443 -10%
SIC
1866
Sigma Investment Counselors
Michigan
$225K -$6.44K -120 -3%
LRIA
1867
Leonard Rickey Investment Advisors
Washington
$225K +$7.9K +147 +4%
FFC
1868
First Financial Corp
Indiana
$224K – – –
FC
1869
FCA Corp
Texas
$224K – – –
SFA
1870
Stewardship Financial Advisors
Georgia
$223K +$223K +4,153 New
LFA
1871
Legacy Financial Advisors
Kentucky
$222K -$45.6K -846 -17%
M
1872
MOTCO
Texas
$222K +$162 +3 +0.1%
SCP
1873
Sandhill Capital Partners
New York
$221K -$3.5K -65 -2%
MA
1874
MCF Advisors
Kentucky
$221K +$33.9K +631 +18%
HFAS
1875
Hummer Financial Advisory Services
Illinois
$221K +$221K +4,104 New
73 74
75
76 77