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Wells Fargo
WFC

Overview Fund Activity

1,803 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 703 increasing their positions, 831 reducing their positions, and 388 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
-288
Holders Change %
-13.77%
% of All Funds
39.83%
Holding in Top 10
75
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-42.75%
% of All Funds
1.66%
New
126
Increased
703
Reduced
831
Closed
388
Calls
$1.27B
Puts
$1.64B
Net Calls
-$373M
Net Calls Change
+$422M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$446M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$437M
3
Charles Schwab
Charles Schwab
California
+$272M
4
Dodge & Cox
Dodge & Cox
California
+$175M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$168M

Top Sellers

1
DAM
Davis Asset Management
California
-$40.2B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
3
CSIA
Charles Schwab Investment Advisory
California
-$444M
4
Capital International Investors
Capital International Investors
California
-$354M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
301
Delta Asset Management
Tennessee
$13.6M +$374K +13,025 +3%
KBC Group
302
KBC Group
Belgium
$13.5M -$419K -14,607 -3%
DnB Asset Management
303
DnB Asset Management
Norway
$13.4M -$4.75M -165,554 -26%
SAM
304
Shell Asset Management
Netherlands
$13.4M -$2.85M -99,271 -17%
Creative Planning
305
Creative Planning
Kansas
$13.4M -$1.7M -59,317 -11%
RCAMU
306
Rothschild & Co Asset Management US
Connecticut
$13.3M -$571K -19,894 -4%
CSS
307
Cubist Systematic Strategies
Connecticut
$13.2M +$1.87M +65,187 +17%
FWIA
308
Fort Washington Investment Advisors
Ohio
$12.8M +$739K +25,758 +6%
HCM
309
Horan Capital Management
Maryland
$12.8M -$398K -13,862 -3%
QI
310
QV Investors
Alberta, Canada
$12.7M -$1.48M -51,543 -10%
BCIM
311
British Columbia Investment Management
British Columbia, Canada
$12.6M -$30.5M -1,061,146 -71%
ADEF
312
Adams Diversified Equity Fund
Maryland
$12.6M -$4.82M -167,900 -28%
MA
313
MUFG Americas
New York
$12.5M +$2.26M +78,843 +22%
II
314
IFM Investors
Australia
$12.5M -$603K -20,160 -5%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$12.5M -$1.06M -37,086 -8%
KeyBank National Association
316
KeyBank National Association
Ohio
$12.4M -$2.91M -101,516 -19%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$12.4M -$76M -2,648,508 -86%
NAM
318
Nissay Asset Management
Japan
$12.3M +$54.5K +1,900 +0.4%
ESBC
319
E.S. Barr & Co
Kentucky
$12.3M -$590K -20,557 -5%
KIA
320
KCM Investment Advisors
California
$12.2M -$1.18M -40,996 -9%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$12.1M – – –
VRS
322
Virginia Retirement Systems
Virginia
$12.1M -$1.73M -60,400 -13%
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.49M +51,830 +15%
LC
324
Loews Corp
New York
$11.6M +$11.6M +403,923 New
CC
325
Carlson Capital
Texas
$11.4M +$11.4M +397,882 New
11 12
13
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