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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 %
LOPW
576
Live Oak Private Wealth
North Carolina
$3.01M +$2.06M +71,693 +217%
FTIOP
577
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3M -$124K -4,326 -4%
CIC
578
Cornercap Investment Counsel
Georgia
$3M -$120K -4,182 -4%
GT
579
Glenview Trust
Kentucky
$2.98M -$233K -8,119 -7%
DCM
580
Dupont Capital Management
Delaware
$2.97M +$893K +31,130 +43%
CCP
581
Corient Capital Partners
California
$2.96M -$287K -9,988 -9%
PP
582
Palladium Partners
Virginia
$2.95M -$269K -9,356 -8%
GIM
583
Greylin Investment Management
Virginia
$2.94M -$5.31K -185 -0.2%
WAS
584
Wesleyan Assurance Society
United Kingdom
$2.94M – – –
AAF
585
Andra AP-fonden
Sweden
$2.92M +$267K +9,300 +10%
Fisher Asset Management
586
Fisher Asset Management
Washington
$2.92M -$390K -13,577 -12%
WB
587
WesBanco Bank
West Virginia
$2.91M -$423K -14,729 -13%
PBT
588
Pictet Bank & Trust
Bahamas
$2.9M -$456K -15,870 -14%
MCM
589
Maryland Capital Management
Maryland
$2.89M +$752K +26,199 +35%
LI
590
Lafayette Investments
Maryland
$2.89M +$5.57K +194 +0.2%
BHTS
591
Bar Harbor Trust Services
Maine
$2.88M +$2.88M +100,343 New
MHIC
592
Marble Harbor Investment Counsel
Massachusetts
$2.88M +$47.2K +1,644 +2%
DWT
593
Dorsey & Whitney Trust
South Dakota
$2.87M -$37.3K -1,299 -1%
SM
594
Soapstone Management
Maryland
$2.87M – – –
NC
595
Naman Capital
Brazil
$2.87M +$2.87M +100,000 New
FIM
596
Freedom Investment Management
Connecticut
$2.87M +$684K +14,291 +31%
WJWM
597
Williams Jones Wealth Management
New York
$2.86M -$2.53M -87,985 -47%
MCMT
598
Moon Capital Management (Tennessee)
Tennessee
$2.85M +$478K +16,670 +20%
SFA
599
Semmax Financial Advisors
North Carolina
$2.83M +$510K +17,761 +22%
RCC
600
Red Cedar Capital
Nebraska
$2.83M +$540K +18,827 +24%
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