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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 %
BBWA
626
Bell & Brown Wealth Advisors
California
$1.83M +$66.8K +2,921 +4%
KWM
627
Kingsview Wealth Management
Oregon
$1.82M -$169K -7,190 -8%
HRC
628
Hoertkorn Richard Charles
$1.82M -$170K -7,218 -9%
AI
629
Atom Investors
Texas
$1.81M +$154K +6,544 +9%
NSEDCP
630
NJ State Employees Deferred Compensation Plan
New Jersey
$1.81M – – –
LOPW
631
Live Oak Private Wealth
North Carolina
$1.81M -$1.83M -78,051 -50%
BFIM
632
Beese Fulmer Investment Management
Ohio
$1.8M -$813K -34,571 -31%
CCM
633
Cadence Capital Management
Massachusetts
$1.8M -$411K -17,493 -19%
KPWS
634
Kestra Private Wealth Services
Texas
$1.79M +$1.79M +77,896 New
SSG
635
Summit Securities Group
New York
$1.79M -$122K -5,200 -6%
BC
636
Burleson & Co
California
$1.78M -$52.4K -2,393 -3%
B
637
Barings
North Carolina
$1.78M -$293K -12,473 -14%
HIMC
638
Heritage Investors Management Corp
Maryland
$1.77M -$1.05M -44,738 -37%
SEC
639
Seven Eight Capital
New York
$1.76M +$1.76M +74,900 New
WS
640
Wedbush Securities
California
$1.76M +$15.8K +670 +0.9%
EWM
641
Evercore Wealth Management
New York
$1.76M -$107K -4,561 -6%
OIM
642
Opus Investment Management
Massachusetts
$1.75M – – –
CAG
643
Crestwood Advisors Group
Massachusetts
$1.74M -$44.7K -1,900 -3%
UB
644
UMB Bank
Missouri
$1.72M – – –
JF
645
Jump Financial
Illinois
$1.72M +$1.72M +72,984 New
Tudor Investment Corp
646
Tudor Investment Corp
Connecticut
$1.7M -$1.33M -56,359 -44%
SPC
647
Sigma Planning Corp
Michigan
$1.7M -$834K -35,471 -33%
LMIM
648
Lockheed Martin Investment Management
Maryland
$1.7M +$1.7M +72,400 New
GIM
649
Grassi Investment Management
California
$1.7M +$14.1K +600 +0.8%
BRCM
650
Bright Rock Capital Management
Massachusetts
$1.69M – – –
24 25
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