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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 %
AC
651
Alexandria Capital
Virginia
$2.44M +$565K +19,700 +30%
HRC
652
Hoertkorn Richard Charles
$2.43M -$5.74K -200 -0.2%
PA
653
PFG Advisors
Arizona
$2.43M +$2.28M +82,502 +1,546%
SCP
654
Stamos Capital Partners
California
$2.43M +$2.43M +84,606 New
LDB
655
Lee, Danner & Bass
Tennessee
$2.42M -$18.3K -638 -0.8%
CMTU
656
Capital Markets Trading (UK)
United Kingdom
$2.42M +$2.42M +84,266 New
CCMT
657
CMT Capital Markets Trading
Germany
$2.4M -$8.58M -299,000 -78%
FA
658
FDx Advisors
Illinois
$2.38M -$273K -9,494 -10%
MI
659
M3F Inc
Utah
$2.37M -$301K -10,500 -11%
VI
660
Vestcor Inc
New Brunswick, Canada
$2.37M +$450K +15,663 +23%
UB
661
UMB Bank
Missouri
$2.36M -$297K -10,355 -11%
FWM
662
Frontier Wealth Management
Missouri
$2.33M +$89.6K +3,121 +4%
CHAM
663
Clear Harbor Asset Management
Connecticut
$2.33M +$1.69M +58,805 +262%
BC
664
Burleson & Co
California
$2.33M -$990K -38,918 -30%
NCM
665
Narwhal Capital Management
Georgia
$2.32M +$111K +3,873 +5%
CWM
666
Concentric Wealth Management
California
$2.32M -$398K -13,859 -15%
VFA
667
Valeo Financial Advisors
Indiana
$2.32M -$147K -4,440 -6%
AAM
668
Advisors Asset Management
Colorado
$2.31M +$186K +6,488 +9%
IIM
669
Intact Investment Management
Quebec, Canada
$2.31M -$665K -23,200 -22%
KS
670
Karpas Strategies
Connecticut
$2.28M -$314K -10,958 -12%
WAMC
671
Western Asset Management Company
California
$2.28M +$2.28M +79,298 New
SSA
672
Schonfeld Strategic Advisors
New York
$2.28M -$4.83M -168,167 -68%
BS
673
Boenning & Scattergood
Pennsylvania
$2.26M +$862K +30,045 +62%
FCMT
674
Founders Capital Management (Texas)
Texas
$2.24M +$1.44K +50 +0.1%
ACM
675
Ategra Capital Management
Virginia
$2.23M +$1.36M +47,470 +158%
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