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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 %
PAM
626
Private Asset Management
California
$2.6M -$132K -4,590 -5%
AC
627
Addenda Capital
Quebec, Canada
$2.6M -$112K -3,901 -4%
CIP
628
Chartwell Investment Partners
Pennsylvania
$2.6M +$801K +27,898 +45%
ATC
629
Argent Trust Co
Tennessee
$2.58M -$29 -1 -0%
BCWM
630
Bartlett & Co Wealth Management
Ohio
$2.58M -$670K -23,332 -21%
BRWA
631
B. Riley Wealth Advisors
Florida
$2.58M +$1.05M +36,476 +68%
BC
632
Bartlett & Co
Ohio
$2.58M +$2.58M +89,905 New
BHIA
633
Birch Hill Investment Advisors
Massachusetts
$2.57M -$38.1K -1,326 -1%
EWM
634
Evercore Wealth Management
New York
$2.56M -$261K -9,082 -9%
CBB
635
Citizens Business Bank
California
$2.54M +$221K +7,700 +10%
TCM
636
Twin Capital Management
Pennsylvania
$2.54M -$21.4K -745 -0.8%
WT
637
Washington Trust
Rhode Island
$2.54M -$52.4K -1,827 -2%
SCM
638
Schnieders Capital Management
California
$2.54M -$194K -6,749 -7%
B
639
Barings
North Carolina
$2.53M -$1.44M -50,254 -36%
GFA
640
Gifford Fong Associates
California
$2.53M – – –
CA
641
Clearstead Advisors
Ohio
$2.53M -$93.4K -3,255 -4%
MHC
642
Meyer Handelman Company
New York
$2.51M – – –
LBC
643
Lowe Brockenbrough & Co
Virginia
$2.5M -$105K -3,661 -4%
NSEDCP
644
NJ State Employees Deferred Compensation Plan
New Jersey
$2.5M -$373K -13,000 -13%
BCM
645
Brookstone Capital Management
Illinois
$2.48M +$1.82M +63,342 +274%
BCM
646
Brookmont Capital Management
Texas
$2.48M +$79.8K +2,780 +3%
Acadian Asset Management
647
Acadian Asset Management
Massachusetts
$2.47M +$273K +9,509 +12%
HI
648
Horizon Investments
North Carolina
$2.47M -$983K -34,954 -28%
GIP
649
Granite Investment Partners
California
$2.46M +$18K +628 +0.7%
AWM
650
AE Wealth Management
Kansas
$2.45M -$1.28M -44,500 -34%
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