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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 %
BPCE
501
Bank Pictet & Cie (Europe)
Germany
$3.95M +$683K +23,791 +21%
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$3.93M -$1.27M -44,386 -24%
AP
503
Archon Partners
New Jersey
$3.9M -$3.7M -129,000 -49%
HHII
504
H&H International Investment
California
$3.9M – – –
IMOV
505
Investment Management of Virginia
Virginia
$3.88M -$288K -10,043 -7%
Fayez Sarofim & Co
506
Fayez Sarofim & Co
Texas
$3.86M -$145K -5,050 -4%
Rafferty Asset Management
507
Rafferty Asset Management
New York
$3.83M -$14.2M -493,407 -79%
PAG
508
Private Advisor Group
New Jersey
$3.83M +$22K +768 +0.6%
PPCM
509
Pillar Pacific Capital Management
California
$3.82M +$53.5K +1,863 +1%
HEIP
510
Hudson Edge Investment Partners
New Jersey
$3.82M +$349K +12,167 +10%
V
511
Veritable
Delaware
$3.81M -$3.79M -132,084 -50%
BOS
512
Bingham Osborn & Scarborough
California
$3.8M -$71.2K -2,482 -2%
CAC
513
Core Alternative Capital
Georgia
$3.8M +$2.56M +89,305 +208%
IFAM
514
Institutional & Family Asset Management
Colorado
$3.77M +$1.04M +36,148 +38%
TAM
515
Tocqueville Asset Management
New York
$3.77M +$3M +104,360 +386%
UR
516
USCA RIA
Texas
$3.77M -$1.16M -40,436 -24%
LIA
517
LS Investment Advisors
Michigan
$3.71M -$1.43M -49,730 -28%
ECM
518
Estabrook Capital Management
New York
$3.68M -$175K -6,109 -5%
GCA
519
Guardian Capital Advisors
Ontario, Canada
$3.64M -$29K -1,555 -0.8%
PAM
520
Peak Asset Management
Colorado
$3.58M +$596K +20,770 +20%
MERSOM
521
Municipal Employees' Retirement System of Michigan
Michigan
$3.54M -$51.4K -1,790 -1%
AIM
522
AMI Investment Management
Indiana
$3.54M -$1.21M -42,223 -25%
SIP
523
Stoneridge Investment Partners
Pennsylvania
$3.52M +$2.77M +96,520 +368%
CIA
524
Capital Investment Advisors
Georgia
$3.5M +$69.7K +2,429 +2%
ECM
525
Elgethun Capital Management
South Dakota
$3.49M +$698K +24,313 +25%
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