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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 %
PF
601
Phoenix Financial
Israel
$1.99M +$305K +13,898 +18%
Acadian Asset Management
602
Acadian Asset Management
Massachusetts
$1.99M -$327K -13,902 -14%
TC
603
TwinBeech Capital
New York
$1.98M +$1.98M +84,389 New
EWA
604
Exencial Wealth Advisors
Oklahoma
$1.97M +$1.76M +67,866 +840%
HCM
605
Hengehold Capital Management
Ohio
$1.97M -$179K -7,592 -8%
V
606
Veritable
Delaware
$1.96M +$43.9K +1,865 +2%
TCA
607
Transcend Capital Advisors
New Jersey
$1.96M +$1.47M +62,492 +299%
SWP
608
Stratos Wealth Partners
Ohio
$1.96M -$1.08M -45,864 -36%
WB
609
WesBanco Bank
West Virginia
$1.95M -$216K -9,176 -10%
TC
610
TownSquare Capital
Utah
$1.95M +$810K +33,506 +71%
ATC
611
Argent Trust Co
Tennessee
$1.94M -$210K -8,930 -10%
RIM
612
Redpoint Investment Management
Australia
$1.92M -$2.13M -90,775 -53%
SCCM
613
Schafer Cullen Capital Management
New York
$1.92M -$29K -1,233 -1%
BRWA
614
B. Riley Wealth Advisors
Florida
$1.91M +$83.6K +3,549 +5%
CDH
615
Charles D. Hyman
$1.9M -$594K -25,281 -24%
DA
616
Duality Advisers
Florida
$1.9M +$118K +5,032 +7%
PCM
617
Palouse Capital Management
Washington
$1.89M -$322K -13,682 -15%
KS
618
Karpas Strategies
Connecticut
$1.87M +$329 +14 +0%
IG
619
ING Group
Netherlands
$1.87M +$1.45M +61,758 +352%
ST
620
Spinnaker Trust
Maine
$1.86M -$344K -14,644 -16%
AP
621
Advisor Partners
California
$1.85M -$125K -5,300 -6%
IMOV
622
Investment Management of Virginia
Virginia
$1.84M -$189K -8,020 -9%
Jacobs Levy Equity Management
623
Jacobs Levy Equity Management
New Jersey
$1.84M +$1.84M +78,213 New
IWA
624
Intercontinental Wealth Advisors
Texas
$1.84M +$605K +25,750 +49%
CG
625
Cutler Group
California
$1.83M -$2.07M -87,902 -53%
23 24
25
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