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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 %
RJT
426
Raymond James Trust
Florida
$4.56M -$216K -9,175 -5%
HCMT
427
Highland Capital Management (Tennessee)
Tennessee
$4.44M -$164K -6,985 -4%
HIC
428
Harbor Island Capital
Massachusetts
$4.41M +$355K +15,110 +9%
KOCAA
429
Knights of Columbus Asset Advisors
Connecticut
$4.41M – – –
PE
430
Point72 Europe
United Kingdom
$4.38M +$4.38M +186,200 New
LIA
431
LS Investment Advisors
Michigan
$4.34M +$175K +7,444 +4%
HAI
432
Hennessy Advisors Inc
California
$4.33M +$346K +14,700 +9%
SA
433
Sicart Associates
New York
$4.32M +$265K +11,293 +7%
MML Investors Services
434
MML Investors Services
Massachusetts
$4.21M -$149K -6,345 -3%
UR
435
USCA RIA
Texas
$4.2M +$1.09M +46,510 +35%
SFS
436
Sowell Financial Services
Arkansas
$4.16M -$396K -16,846 -9%
SM
437
Soapstone Management
Maryland
$4.11M +$588K +25,000 +17%
SI
438
Stephens Inc
Arkansas
$4.06M +$189K +8,035 +5%
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$4.04M -$40.3K -1,710 -1%
ECM
440
Elgethun Capital Management
South Dakota
$3.97M +$8.64K +368 +0.2%
X
441
Xponance
Pennsylvania
$3.93M +$354K +15,069 +10%
AAS
442
Avantax Advisory Services
Texas
$3.88M +$2.54M +107,939 +190%
CCM
443
CAAS Capital Management
New York
$3.87M +$3.87M +164,599 New
ECM
444
Estabrook Capital Management
New York
$3.86M +$50.3K +2,140 +1%
QI
445
QS Investors
New York
$3.78M +$42.5K +1,806 +1%
GAM
446
Griffin Asset Management
New York
$3.77M -$1.33M -56,492 -26%
BBI
447
Baxter Bros Inc
Connecticut
$3.68M -$1.3M -55,458 -26%
TAM
448
Tocqueville Asset Management
New York
$3.67M +$231K +9,839 +7%
CA
449
Continental Advisors
Utah
$3.67M +$235K +10,000 +7%
ACM
450
Azimuth Capital Management
Michigan
$3.66M -$129K -5,480 -3%
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