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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
276
United Capital Financial Advisors
Texas
$14.2M +$563K +22,011 +4%
FWIA
277
Fort Washington Investment Advisors
Ohio
$14.1M +$2.65M +103,668 +23%
Allianz Asset Management
278
Allianz Asset Management
Germany
$13.8M -$6.79M -265,160 -33%
JPMPWA
279
J.P. Morgan Private Wealth Advisors
California
$13.8M -$2.93M -114,270 -18%
KIA
280
KCM Investment Advisors
California
$13.7M +$2.86M +111,863 +26%
Lord, Abbett & Co
281
Lord, Abbett & Co
New Jersey
$13.7M -$41.1M -1,605,245 -75%
MSA
282
Mason Street Advisors
Wisconsin
$13.6M -$422K -16,471 -3%
MLICM
283
Metropolitan Life Insurance Company (MetLife)
New York
$13.6M -$1.2M -46,985 -8%
MOACM
284
Mutual of America Capital Management
New York
$13.1M -$311K -12,156 -2%
PP
285
Paloma Partners
Connecticut
$13M +$11.2M +435,750 +620%
WIM
286
Wittenberg Investment Management
Massachusetts
$12.7M -$86.7K -3,388 -0.7%
CCMIC
287
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$12.7M +$3.23M +126,060 +34%
FRAF
288
Första AP-fonden
Sweden
$12.6M +$453K +17,700 +4%
Capital Fund Management (CFM)
289
Capital Fund Management (CFM)
France
$12.5M -$627K -24,487 -5%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$12.4M -$35.7M -1,393,535 -74%
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$12.3M +$1.93M +75,213 +19%
MA
292
MUFG Americas
New York
$12.2M +$1.07M +41,848 +10%
HCM
293
Hutchinson Capital Management
California
$12.2M +$14.9K +582 +0.1%
DAM
294
Delta Asset Management
Tennessee
$12.2M +$65.3K +2,549 +0.5%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$12.1M – – –
WAM
296
Wilsey Asset Management
California
$12M +$12M +468,536 New
DnB Asset Management
297
DnB Asset Management
Norway
$11.9M -$108K -4,226 -0.9%
KA
298
KLCM Advisors
Wisconsin
$11.8M +$3.19M +124,672 +37%
Capstone Investment Advisors
299
Capstone Investment Advisors
New York
$11.6M +$4.66M +181,876 +67%
Creative Planning
300
Creative Planning
Kansas
$11.4M -$494K -19,310 -4%
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