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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 %
MPAM
676
Murphy Pohlad Asset Management
Minnesota
$2.22M +$549K +19,140 +33%
VAS
677
Vestmark Advisory Solutions
Massachusetts
$2.22M -$124K -4,308 -5%
CCMINC
678
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.22M -$41.4K -1,442 -2%
BNP Paribas Asset Management
679
BNP Paribas Asset Management
France
$2.21M -$2.17M -75,536 -49%
TSW
680
Thompson Siegel & Walmsley
Virginia
$2.19M -$125K -4,338 -5%
MCM
681
Makena Capital Management
California
$2.18M +$511K +17,801 +31%
VFM
682
Viking Fund Management
North Dakota
$2.18M +$230K +8,000 +12%
PA
683
Profund Advisors
Maryland
$2.15M -$2.53M -88,166 -54%
WS
684
Wedbush Securities
California
$2.14M +$137K +4,789 +7%
SWP
685
Stratos Wealth Partners
Ohio
$2.14M +$279K +9,736 +15%
OIM
686
Opus Investment Management
Massachusetts
$2.14M – – –
KFP
687
KMG Fiduciary Partners
Ohio
$2.13M -$705K -24,581 -25%
SS
688
Sunbelt Securities
Texas
$2.12M -$2.18M -75,627 -51%
PIA
689
Piedmont Investment Advisors
North Carolina
$2.11M -$1.21M -42,044 -36%
AWS
690
Arkfeld Wealth Strategies
Nebraska
$2.09M +$2.09M +72,878 New
ECM
691
ETrade Capital Management
Virginia
$2.09M -$1.3M -45,140 -38%
CIP
692
Convergence Investment Partners
Florida
$2.09M -$589K -20,526 -22%
BUB
693
BBVA USA Bancshares
Texas
$2.07M -$194K -6,746 -9%
GIM
694
Grassi Investment Management
California
$2.07M – – –
AP
695
Advisor Partners
California
$2.07M -$1.37M -47,890 -40%
EWA
696
EP Wealth Advisors
California
$2.05M +$560K +19,497 +38%
EHC
697
Everett Harris & Co
California
$2.04M +$201K +7,008 +11%
PSUF
698
People's United Financial
Connecticut
$2.03M -$390K -13,572 -16%
PP
699
Paloma Partners
Connecticut
$2.02M -$35M -1,220,118 -95%
WorldQuant Millennium Advisors
700
WorldQuant Millennium Advisors
New York
$2.01M +$1.34M +46,508 +199%
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