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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 %
FCBT
651
First Citizens Bank & Trust
North Carolina
$1.69M +$109K +4,648 +7%
SF
652
Synovus Financial
Georgia
$1.69M -$573K -24,419 -25%
APP
653
Avantax Planning Partners
Iowa
$1.68M +$40.1K +1,706 +2%
GFI
654
Global Frontier Investments
South Carolina
$1.65M – – –
IAA
655
Independent Advisor Alliance
North Carolina
$1.64M -$70.5K -2,997 -4%
GIP
656
Granite Investment Partners
California
$1.64M -$315K -13,388 -16%
ICM
657
Invenomic Capital Management
Massachusetts
$1.63M +$1.63M +69,223 New
FCH
658
Freestone Capital Holdings
Washington
$1.63M -$4.13M -175,723 -72%
WKWM
659
Walter & Keenan Wealth Management
Indiana
$1.62M -$179K -7,597 -10%
JG
660
Jefferies Group
New York
$1.6M +$932K +39,651 +140%
BCM
661
Brookmont Capital Management
Texas
$1.59M +$21K +895 +1%
DTL
662
Dynamic Technology Lab
Singapore
$1.58M +$1.21M +51,445 +326%
SJL
663
Shayne & Jacobs LLC
Tennessee
$1.57M +$477K +20,305 +44%
LI
664
Lafayette Investments
Maryland
$1.57M -$265K -11,285 -14%
ACP
665
Ashfield Capital Partners
California
$1.56M -$82.3K -3,499 -5%
RCA
666
Rowland Carmichael Advisors
Arizona
$1.56M +$4.87K +207 +0.3%
FIM
667
Freedom Investment Management
Connecticut
$1.55M +$346K +14,730 +29%
WIA
668
Wealthstreet Investment Advisors
Texas
$1.54M -$147K -6,267 -9%
LBC
669
Lowe Brockenbrough & Co
Virginia
$1.53M -$20K -850 -1%
CBT
670
Capital Bank & Trust
California
$1.52M -$3M -127,537 -66%
MLIC
671
Mandatum Life Insurance Company
Finland
$1.52M +$1.52M +64,500 New
SCA
672
Stonebridge Capital Advisors
Minnesota
$1.5M – – –
SCM
673
SOL Capital Management
Maryland
$1.49M +$241K +10,239 +19%
SP
674
SWS Partners
Ohio
$1.48M +$371K +15,793 +34%
SIM
675
Sterling Investment Management
Arizona
$1.48M -$27K -1,150 -2%
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