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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
551
Monte Financial Group
Connecticut
$3.04M +$701K +27,392 +30%
FAAS
552
First Allied Advisory Services
California
$3.02M +$51K +1,994 +2%
BBVA
553
Banco Bilbao Vizcaya Argentaria
Spain
$3.02M -$848K -33,151 -22%
LFAS
554
Level Four Advisory Services
Texas
$2.99M +$1.59M +62,062 +114%
DWM
555
Dorchester Wealth Management
Quebec, Canada
$2.96M -$136K -5,295 -4%
IMC Chicago
556
IMC Chicago
Illinois
$2.93M +$2.93M +114,506 New
PAM
557
Private Asset Management
California
$2.91M +$587K +22,926 +25%
MWM
558
Madison Wealth Management
Ohio
$2.9M -$2.33M -91,038 -45%
Flossbach Von Storch
559
Flossbach Von Storch
Germany
$2.88M +$117K +4,569 +4%
DWT
560
Dorsey & Whitney Trust
South Dakota
$2.86M +$293K +11,435 +11%
BFIM
561
Beese Fulmer Investment Management
Ohio
$2.84M -$185K -7,219 -6%
BWM
562
BerganKDV Wealth Management
Minnesota
$2.83M -$36.5K -1,425 -1%
NB
563
Norinchukin Bank
Japan
$2.8M -$182K -7,121 -6%
PC
564
Polar Capital
United Kingdom
$2.78M -$1.14M -44,358 -29%
WCM
565
Weik Capital Management
Pennsylvania
$2.77M -$114K -4,465 -4%
CB
566
Cadence Bank
Mississippi
$2.76M -$34.8K -1,359 -1%
SPC
567
Sigma Planning Corp
Michigan
$2.76M +$1.52M +59,201 +122%
SCI
568
S&CO Inc
Massachusetts
$2.76M -$80.1K -3,130 -3%
CAN
569
Cetera Advisor Networks
California
$2.75M +$32.8K +1,280 +1%
CA
570
Clearstead Advisors
Ohio
$2.75M +$494K +19,307 +22%
FNFDCM
571
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.74M -$4.89K -191 -0.2%
MIFH
572
Migdal Insurance & Financial Holdings
Israel
$2.74M -$307 -12 -0%
ISB
573
Iowa State Bank
Iowa
$2.73M +$43.1K +1,682 +2%
FFA
574
Fragasso Financial Advisors
Pennsylvania
$2.73M +$1.3M +51,771 +91%
CDH
575
Charles D. Hyman
$2.72M -$262K -10,220 -9%
21 22
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