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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 %
CC
526
Cipher Capital
New York
$3.49M +$3.49M +121,630 New
EP
527
Edgestream Partners
New Jersey
$3.48M +$2.86M +99,791 +468%
DWM
528
Dorchester Wealth Management
Quebec, Canada
$3.47M +$143K +4,980 +4%
DY
529
Dowling & Yahnke
California
$3.46M -$625K -21,770 -15%
BCM
530
Blume Capital Management
California
$3.42M +$120K +4,178 +4%
SW
531
SVB Wealth
Massachusetts
$3.41M -$1.19M -41,358 -26%
BFIM
532
Beese Fulmer Investment Management
Ohio
$3.39M +$134K +4,653 +4%
AAA
533
Adams Asset Advisors
Texas
$3.36M +$3.36M +117,017 New
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.35M +$732K +25,505 +28%
SIM
535
Sentry Investment Management
Wisconsin
$3.35M -$3.69M -128,426 -52%
NB
536
Norinchukin Bank
Japan
$3.34M -$3.39M -118,264 -50%
CDH
537
Charles D. Hyman
$3.34M -$73.5K -2,560 -2%
Wellington Management Group
538
Wellington Management Group
Massachusetts
$3.33M -$731K -25,458 -18%
FAAS
539
First Allied Advisory Services
California
$3.33M -$1.05M -36,498 -24%
TCOV
540
Trust Company of Vermont
Vermont
$3.3M -$109K -3,790 -3%
SC
541
Spindletop Capital
New York
$3.3M +$3.3M +115,000 New
Jane Street
542
Jane Street
New York
$3.29M -$10.2M -355,123 -76%
WTC
543
WhitTier Trust Company
Nevada
$3.28M -$177K -6,175 -5%
AF
544
Alerus Financial
North Dakota
$3.28M +$671K +23,393 +26%
Lido Advisors
545
Lido Advisors
California
$3.26M +$1.68M +58,618 +107%
AIA
546
Allied Investment Advisors
Montana
$3.25M +$700K +24,396 +27%
SMH
547
Sanders Morris Harris
Texas
$3.25M -$15.7K -300 -0.5%
UCI
548
Uncommon Cents Investing
Wisconsin
$3.25M +$530K +18,453 +19%
WCM
549
Weik Capital Management
Pennsylvania
$3.23M +$30.4K +1,059 +0.9%
BWM
550
BerganKDV Wealth Management
Minnesota
$3.21M +$67.5K +2,352 +2%
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