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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 %
EBSAM
376
Eubel Brady & Suttman Asset Management
Ohio
$7.85M +$1.37M +47,762 +21%
AFG
377
American Financial Group
Ohio
$7.81M +$4.31M +150,000 +123%
Capstone Investment Advisors
378
Capstone Investment Advisors
New York
$7.8M +$3.76M +130,892 +93%
WM
379
WS Management
Florida
$7.75M -$7.78M -271,052 -50%
PI
380
PineBridge Investments
New York
$7.67M -$11.5M -399,368 -60%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$7.67M +$1.77M +54,019 +30%
DA
382
Denali Advisors
California
$7.63M +$1M +35,000 +15%
KRS
383
Kentucky Retirement Systems
Kentucky
$7.54M +$1.86M +64,851 +33%
SPC
384
Stewart & Patten Company
California
$7.46M +$37.5K +1,308 +0.5%
MML Investors Services
385
MML Investors Services
Massachusetts
$7.45M +$762K +26,557 +11%
BRCM
386
Bright Rock Capital Management
Massachusetts
$7.41M +$1.44M +50,000 +24%
FBP
387
Flippin Bruce & Porter
Virginia
$7.4M +$1.64M +57,043 +28%
AF
388
Ally Financial
Michigan
$7.38M – – –
UFG
389
United Fire Group
Iowa
$7.32M – – –
TIP
390
Torray Investment Partners
Maryland
$7.32M – – –
FT
391
Fiduciary Trust
Massachusetts
$7.28M -$494K -17,207 -6%
GA
392
GFS Advisors
Texas
$7.26M +$1.85M +64,478 +34%
CG
393
Cynosure Group
Utah
$7.24M -$9.94M -346,350 -58%
RJT
394
Raymond James Trust
Florida
$7.14M -$502K -17,507 -7%
COPPSERS
395
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.06M -$56.2K -1,958 -0.8%
HFS
396
Hantz Financial Services
Michigan
$7M +$7M +243,936 New
NMERB
397
New Mexico Educational Retirement Board
New Mexico
$6.95M -$1.64M -57,050 -19%
RIM
398
Redpoint Investment Management
Australia
$6.9M -$1.26M -43,743 -15%
HR
399
Howe & Rusling
New York
$6.81M +$1.23M +42,933 +22%
BF
400
BOK Financial
Oklahoma
$6.79M -$766K -26,699 -10%
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