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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 %
MAM
676
Meeder Asset Management
Ohio
$1.95M +$1.47M +57,319 +303%
BRWA
677
B. Riley Wealth Advisors
Florida
$1.95M -$304K -12,126 -13%
CAG
678
Crestwood Advisors Group
Massachusetts
$1.94M -$3.79M -148,115 -66%
ACM
679
AlphaCrest Capital Management
New York
$1.94M -$757K -29,565 -28%
UM
680
Ulysses Management
New York
$1.94M +$659K +25,734 +51%
DA
681
Duality Advisers
Florida
$1.94M +$1.94M +75,658 New
HTC
682
Haverford Trust Company
Pennsylvania
$1.93M -$1.75M -68,340 -47%
CCI
683
Credit Capital Investments
New Jersey
$1.92M +$1.92M +75,000 New
Point72 Asset Management
684
Point72 Asset Management
Connecticut
$1.92M +$1.92M +75,013 New
OIA
685
OneDigital Investment Advisors
Kansas
$1.92M +$16.2K +625 +0.9%
OIM
686
Opus Investment Management
Massachusetts
$1.91M – – –
MYAM
687
Meiji Yasuda Asset Management
Japan
$1.9M +$750K +29,310 +65%
WS
688
Wedbush Securities
California
$1.9M -$13K -506 -0.7%
BBWA
689
Bell & Brown Wealth Advisors
California
$1.88M +$1.06M +43,372 +129%
MTIM
690
Marathon Trading Investment Management
Pennsylvania
$1.88M +$1.88M +73,409 New
IAA
691
Independent Advisor Alliance
North Carolina
$1.87M +$215K +8,385 +13%
PF
692
Phoenix Financial
Israel
$1.86M +$604K +24,878 +48%
BRCM
693
Bright Rock Capital Management
Massachusetts
$1.84M -$4.76M -186,000 -72%
WIA
694
Wealthstreet Investment Advisors
Texas
$1.84M +$490K +19,125 +36%
GIM
695
Grassi Investment Management
California
$1.83M -$10.2K -400 -0.6%
AI
696
Atom Investors
Texas
$1.81M +$1.81M +70,551 New
DZ Bank
697
DZ Bank
Germany
$1.79M -$6.99M -273,310 -80%
GFI
698
Global Frontier Investments
South Carolina
$1.79M +$1.79M +70,000 New
ACP
699
Ashfield Capital Partners
California
$1.79M -$639K -24,975 -26%
VFA
700
Valeo Financial Advisors
Indiana
$1.78M -$12.5K -490 -0.7%
26 27
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