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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 %
JPLA
2076
Joseph P. Lucia & Associates
New York
$5K – – –
MS
2077
Mizuho Securities
Japan
$5K +$5K +100 New
TFA
2078
Tobias Financial Advisors
Florida
$5K +$5K +100 New
FMP
2079
Financial Management Professionals
Texas
$3K – – –
LFA
2080
Lighthouse Financial Advisors
Maryland
$3K +$3K +58 New
ETC
2081
Exchange Traded Concepts
Oklahoma
$3K +$3K +63 New
TFA
2082
Toth Financial Advisory
Virginia
$2K – – –
DI
2083
Disciplined Investments
Oklahoma
$2K +$2K +44 New
SL
2084
Salomon & Ludwin
Virginia
$1K – – –
CWA
2085
Carolina Wealth Advisors
South Carolina
$1K +$1K +23 New
NDSI
2086
Newman Dignan & Sheerar Inc
Rhode Island
$770 +$18 +326 +2%
PGAM
2087
Princeton Global Asset Management
New Jersey
$68 +$68 +1,271 New
AC
2088
Asio Capital
Kentucky
$26 +$26 +500 New
CWG
2089
C WorldWide Group
Denmark
– -$283M -5,602,671 Closed
Arrowstreet Capital
2090
Arrowstreet Capital
Massachusetts
– -$168M -3,328,621 Closed
GQG Partners
2091
GQG Partners
Florida
– -$65.2M -1,294,305 Closed
N
2092
Natixis
France
– -$59.9M -1,188,284 Closed
O
2093
Ossiam
France
– -$50.4M -1,000,000 Closed
Two Sigma Advisers
2094
Two Sigma Advisers
New York
– -$37.3M -739,700 Closed
Swedbank
2095
Swedbank
Sweden
– -$26.4M -522,632 Closed
JGGDR
2096
JGP Global Gestao de Recursos
Brazil
– -$20.2M -400,000 Closed
NIMC
2097
NWQ Investment Management Company
California
– -$19.2M -379,899 Closed
QIM
2098
Quantitative Investment Management
Virginia
– -$14.1M -280,334 Closed
TRCT
2099
Tower Research Capital (TRC)
New York
– -$7.5M -148,744 Closed
IPGDR
2100
Investidor Profissional Gestao de Recursos
Brazil
– -$7.08M -140,261 Closed
82 83
84
85 86