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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 %
HCM
626
Hengehold Capital Management
Ohio
$2.34M +$1.27M +49,484 +119%
CK
627
Cohen Klingenstein
New York
$2.33M – – –
AMAL
628
Asset Management Advisors LLC
Oklahoma
$2.32M -$429K -16,750 -16%
WJWM
629
Williams Jones Wealth Management
New York
$2.31M -$238K -9,305 -9%
GRP
630
Global Retirement Partners
California
$2.3M -$215K -8,405 -9%
BS
631
Boenning & Scattergood
Pennsylvania
$2.28M +$270K +10,552 +13%
FL
632
Fourthstone LLC
Missouri
$2.28M +$988K +38,600 +76%
BNP Paribas Asset Management
633
BNP Paribas Asset Management
France
$2.27M +$295K +11,515 +15%
BCM
634
Brookstone Capital Management
Illinois
$2.27M +$53.6K +2,094 +2%
GFA
635
Gifford Fong Associates
California
$2.25M – – –
TCM
636
Teza Capital Management
Illinois
$2.24M +$2.24M +87,428 New
PA
637
PFG Advisors
Arizona
$2.24M – – –
VCM
638
Virtue Capital Management
Tennessee
$2.23M +$2.23M +87,170 New
PBT
639
Pictet Bank & Trust
Bahamas
$2.23M -$361K -14,100 -14%
VWA
640
Visionary Wealth Advisors
Illinois
$2.22M +$742K +28,997 +50%
IMOV
641
Investment Management of Virginia
Virginia
$2.21M -$1.24M -48,585 -36%
WCA
642
Waratah Capital Advisors
Ontario, Canada
$2.21M +$2.21M +86,321 New
Wellington Management Group
643
Wellington Management Group
Massachusetts
$2.2M -$773K -30,191 -26%
LA
644
LVW Advisors
New York
$2.18M -$644K -25,170 -23%
QP
645
Quilter Plc
United Kingdom
$2.18M -$174K -6,812 -7%
AIM
646
ARGA Investment Management
Connecticut
$2.18M +$533K +20,815 +32%
BCM
647
Blume Capital Management
California
$2.17M -$873K -34,090 -29%
CANC
648
Culbertson A N & Co
Virginia
$2.17M -$203K -7,941 -9%
BHIA
649
Birch Hill Investment Advisors
Massachusetts
$2.17M -$124K -4,860 -5%
HRC
650
Hoertkorn Richard Charles
$2.17M – – –
24 25
26
27 28