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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 %
LW
551
Linscomb Wealth
Texas
$3.2M +$301K +10,474 +10%
SCI
552
S&CO Inc
Massachusetts
$3.18M -$5.77K -201 -0.2%
DLCIG
553
D.L. Carlson Investment Group
New Hampshire
$3.18M +$1.16M +40,468 +57%
LA
554
LVW Advisors
New York
$3.17M +$975K +33,987 +44%
BFS
555
Bradley Foster & Sargent
Connecticut
$3.16M +$387K +13,490 +14%
SBH
556
Segall Bryant & Hamill
Illinois
$3.15M -$415K -14,501 -12%
CB
557
Cadence Bank
Mississippi
$3.14M +$161K +5,602 +5%
AMM
558
American Money Management
California
$3.14M -$85.7K -2,988 -3%
PMAM
559
Penn Mutual Asset Management
Pennsylvania
$3.13M +$3.13M +109,000 New
WAM
560
Winslow Asset Management
Ohio
$3.11M -$254K -8,858 -8%
RE
561
RBC Europe
United Kingdom
$3.11M -$218K -7,602 -7%
CI
562
Cigna Investments
Connecticut
$3.11M +$165K +5,733 +6%
PTB
563
Pioneer Trust Bank
Oregon
$3.1M +$480K +16,725 +18%
Flossbach Von Storch
564
Flossbach Von Storch
Germany
$3.1M – – –
AMAL
565
Asset Management Advisors LLC
Oklahoma
$3.08M +$666K +23,215 +28%
N
566
Natixis
France
$3.08M +$3.08M +107,395 New
FNFDCM
567
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.08M -$101K -3,509 -3%
RCM
568
RNC Capital Management
California
$3.07M -$20.1M -699,023 -87%
MIFH
569
Migdal Insurance & Financial Holdings
Israel
$3.07M -$4.52M -157,620 -60%
CAN
570
Cetera Advisor Networks
California
$3.05M +$63.3K +2,205 +2%
TCM
571
Tran Capital Management
California
$3.04M -$1.52M -52,950 -33%
ACM
572
AlphaCrest Capital Management
New York
$3.03M +$2.27M +79,241 +303%
MMA
573
Miracle Mile Advisors
California
$3.02M -$2.86M -99,821 -49%
AIMCA
574
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.02M +$568K +19,800 +23%
ISB
575
Iowa State Bank
Iowa
$3.01M -$39.1K -1,363 -1%
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