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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 %
Credit Agricole
526
Credit Agricole
France
$2.67M -$183K -7,770 -6%
GCA
527
Guardian Capital Advisors
Ontario, Canada
$2.66M -$1.75M -75,111 -40%
RFC
528
Regions Financial Corp
Alabama
$2.66M -$550K -23,381 -17%
WIC
529
Woodmont Investment Counsel
Tennessee
$2.65M -$581K -24,725 -18%
TIM
530
Thompson Investment Management
Wisconsin
$2.64M +$191K +8,106 +8%
FTC
531
Farmers Trust Company
Ohio
$2.63M +$171K +7,288 +7%
KAS
532
Kestra Advisory Services
Texas
$2.61M +$2.61M +110,908 New
CFB
533
Cullen/Frost Bankers
Texas
$2.61M -$2.19M -92,978 -46%
TU
534
TDAM USA
Ontario, Canada
$2.57M -$514K -21,874 -17%
GG
535
Greenwood Gearhart
Arkansas
$2.57M +$166K +7,061 +7%
FNFDCM
536
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.54M +$18.6K +790 +0.7%
SFA
537
Semmax Financial Advisors
North Carolina
$2.54M +$96.5K +4,105 +4%
CA
538
Clearstead Advisors
Ohio
$2.53M +$8.16K +347 +0.3%
BWM
539
BerganKDV Wealth Management
Minnesota
$2.52M -$75K -3,191 -3%
KRSITF
540
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.52M +$365K +15,529 +17%
VWA
541
Visionary Wealth Advisors
Illinois
$2.49M +$454K +19,301 +22%
AMAL
542
Asset Management Advisors LLC
Oklahoma
$2.49M +$354K +15,070 +17%
JWCA
543
J.W. Cole Advisors
Florida
$2.48M +$2.16M +91,757 +668%
CBB
544
Citizens Business Bank
California
$2.47M +$187K +7,949 +8%
SG Americas Securities
545
SG Americas Securities
New York
$2.44M -$1.75M -74,558 -42%
HPC
546
HM Payson & Co
Maine
$2.43M -$1.21M -51,256 -33%
PMG
547
ProVise Management Group
Florida
$2.41M -$1.99M -84,766 -45%
PAM
548
Private Asset Management
California
$2.41M -$259K -11,015 -10%
WAS
549
Wesleyan Assurance Society
United Kingdom
$2.41M – – –
Kovitz Investment Group Partners
550
Kovitz Investment Group Partners
Illinois
$2.4M +$118K +5,005 +5%
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