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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
401
Philadelphia Trust Company
Pennsylvania
$4.92M +$143K +6,100 +3%
LSERS
402
Louisiana State Employees Retirement System
Louisiana
$4.92M +$1.15M +48,800 +30%
WP
403
WealthSource Partners
California
$4.91M -$382K -16,267 -7%
SFI
404
Sonic Fund II
Hawaii
$4.9M -$9.2M -391,426 -65%
SGK
405
Steigerwald Gordon & Koch
Virginia
$4.89M +$888K +37,787 +22%
EDRH
406
Edmond de Rothschild Holding
Switzerland
$4.88M +$647K +27,500 +15%
DADC
407
D.A. Davidson & Co
Montana
$4.85M -$1.71M -72,658 -26%
TG
408
TCW Group
California
$4.84M +$1.09M +46,558 +29%
UFG
409
United Fire Group
Iowa
$4.82M -$1.18M -50,000 -20%
GAM
410
Gotham Asset Management
New York
$4.81M -$1.36M -58,056 -22%
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$4.81M -$1.09M -45,904 -18%
FAT
412
First American Trust
California
$4.79M +$173K +7,379 +4%
WAM
413
World Asset Management
Michigan
$4.74M +$394K +16,776 +9%
FNBOO
414
First National Bank of Omaha
Nebraska
$4.73M +$125K +5,300 +3%
GG
415
Gofen & Glossberg
Illinois
$4.72M +$1.19M +50,467 +34%
William Blair & Company
416
William Blair & Company
Illinois
$4.72M +$1.43M +60,889 +43%
Mirae Asset Global Investments
417
Mirae Asset Global Investments
South Korea
$4.71M +$667K +28,358 +16%
Wealthfront Advisers
418
Wealthfront Advisers
California
$4.7M +$2.34M +99,708 +99%
CF
419
CNA Financial
Illinois
$4.7M – – –
MFS
420
Mirabella Financial Services
United Kingdom
$4.69M +$4.69M +81,321 New
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$4.69M -$509K -21,641 -10%
KCM
422
Kanawha Capital Management
Virginia
$4.68M -$470K -19,988 -9%
CAM
423
Chou Associates Management
Ontario, Canada
$4.66M – – –
QSS
424
Quantitative Systematic Strategies
Florida
$4.62M +$4.62M +196,539 New
MG
425
Markel Group
Virginia
$4.6M – – –
15 16
17
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