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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 %
EH
701
Employers Holdings
Nevada
$2M -$70.5K -2,455 -3%
PIG
702
Pantheon Investment Group
California
$1.98M +$1.03M +35,699 +109%
BCM
703
Bayesian Capital Management
New York
$1.97M +$1.09M +37,988 +123%
YIA
704
YHB Investment Advisors
Connecticut
$1.96M -$65.1K -2,268 -3%
HCM
705
Hutner Capital Management
Vermont
$1.96M -$76.1K -2,652 -4%
RCM
706
Rings Capital Management
Illinois
$1.95M -$2.47M -86,000 -56%
APP
707
Avantax Planning Partners
Iowa
$1.94M -$166K -5,772 -8%
TCM
708
Telos Capital Management
California
$1.93M +$909K +31,708 +89%
CI
709
Conning Inc
Connecticut
$1.9M -$237K -8,258 -11%
FWCM
710
Ferguson Wellman Capital Management
Oregon
$1.89M -$303K -10,547 -14%
AIP
711
Ameritas Investment Partners
Nebraska
$1.87M -$37.4K -1,304 -2%
RCA
712
Rowland Carmichael Advisors
Arizona
$1.87M -$17.8K -619 -0.9%
Kovitz Investment Group Partners
713
Kovitz Investment Group Partners
Illinois
$1.87M +$318K +11,069 +21%
FMC
714
First Merchants Corp
Indiana
$1.87M -$171K -5,957 -8%
OIA
715
OneDigital Investment Advisors
Kansas
$1.87M +$66.3K +2,598 +4%
AF
716
Allworth Financial
California
$1.86M +$1.05M +36,429 +128%
NA
717
NewEdge Advisors
Louisiana
$1.86M +$52.1K +1,814 +3%
FHB
718
First Hawaiian Bank
Hawaii
$1.85M -$6.34K -221 -0.3%
IAA
719
Independent Advisor Alliance
North Carolina
$1.85M +$214K +7,465 +13%
AIM
720
ARGA Investment Management
Connecticut
$1.85M +$1.73M +60,130 +1,432%
SFO
721
Stokes Family Office
Louisiana
$1.84M +$360K +12,533 +24%
AWM
722
Avior Wealth Management
Nebraska
$1.83M +$176K +6,150 +11%
NB
723
NBT Bank
New York
$1.82M -$42K -1,465 -2%
MPIA
724
Mountain Pacific Investment Advisers
Idaho
$1.82M -$9.93K -346 -0.5%
Credit Agricole
725
Credit Agricole
France
$1.82M -$325K -11,325 -15%
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