WFC icon

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 %
NEI
601
Northwest & Ethical Investments
Ontario, Canada
$2.82M -$960K -33,435 -25%
GRP
602
Global Retirement Partners
California
$2.82M +$565K +19,679 +25%
CCM
603
Crossvault Capital Management
Texas
$2.82M -$62K -2,160 -2%
HCM
604
Hillman Capital Management
Maryland
$2.82M +$107K +3,745 +4%
PL
605
Perpetual Ltd
Australia
$2.81M +$2.07M +72,275 +282%
PCM
606
Palouse Capital Management
Washington
$2.81M -$61.5K -2,142 -2%
ISL
607
Ingalls & Snyder LLC
New York
$2.79M +$2.35M +81,954 +538%
CL
608
CPWM LLC
Washington
$2.75M +$662K +23,051 +32%
CCM
609
Cadence Capital Management
Massachusetts
$2.73M +$554K +19,307 +25%
EARNEST Partners
610
EARNEST Partners
Georgia
$2.73M -$207K -7,223 -7%
ACP
611
Ashfield Capital Partners
California
$2.72M -$68.6K -2,391 -2%
RSVP
612
Ramsay Stattman Vela & Price
Colorado
$2.72M -$294K -10,257 -10%
GH
613
GAM Holding
Switzerland
$2.72M +$26.8K +933 +1%
IRF
614
IBM Retirement Fund
New York
$2.7M +$920K +32,066 +52%
TIM
615
Thompson Investment Management
Wisconsin
$2.69M +$2.58M +89,772 +2,198%
GIA
616
Granite Investment Advisors
New Hampshire
$2.67M +$493K +17,165 +23%
CANC
617
Culbertson A N & Co
Virginia
$2.67M -$193K -6,733 -7%
TAM
618
Tradition Asset Management
Virginia
$2.65M +$2.65M +92,335 New
GWM
619
Geneos Wealth Management
Colorado
$2.65M +$119K +3,923 +5%
GG
620
Greenwood Gearhart
Arkansas
$2.64M +$169K +5,891 +7%
QP
621
Quilter Plc
United Kingdom
$2.64M -$1.63M -56,868 -38%
MFG
622
Monte Financial Group
Connecticut
$2.62M +$1.06M +36,980 +68%
CA
623
Continental Advisors
Utah
$2.62M -$57.4K -2,000 -2%
CK
624
Cohen Klingenstein
New York
$2.61M – – –
TPCW
625
TD Private Client Wealth
New York
$2.6M +$247K +8,608 +10%
23 24
25
26 27