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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 %
APP
701
Avantax Planning Partners
Iowa
$1.78M +$49.7K +1,941 +3%
YIA
702
YHB Investment Advisors
Connecticut
$1.76M +$9.01K +352 +0.5%
SVCP
703
Silicon Valley Capital Partners
California
$1.74M +$1.74M +68,109 New
FCBT
704
First Citizens Bank & Trust
North Carolina
$1.72M -$1.86M -72,761 -52%
UB
705
UMB Bank
Missouri
$1.72M -$380K -14,844 -18%
PMAM
706
Penn Mutual Asset Management
Pennsylvania
$1.72M -$1.08M -42,000 -39%
EWA
707
EP Wealth Advisors
California
$1.72M -$113K -4,421 -6%
BCM
708
Brookmont Capital Management
Texas
$1.71M -$501K -19,550 -23%
HCM
709
Hodges Capital Management
Texas
$1.71M +$657K +25,652 +62%
RCA
710
Rowland Carmichael Advisors
Arizona
$1.69M +$23K +897 +1%
LBC
711
Lowe Brockenbrough & Co
Virginia
$1.69M -$541K -21,122 -24%
SCC
712
Steel Canyon Capital
Arizona
$1.68M +$1.68M +65,510 New
CI
713
CX Institutional
Indiana
$1.68M +$283K +11,035 +20%
MPIA
714
Mountain Pacific Investment Advisers
Idaho
$1.68M +$51.3K +2,003 +3%
SB
715
Simmons Bank
Arkansas
$1.65M +$883K +34,482 +115%
SCA
716
Stonebridge Capital Advisors
Minnesota
$1.64M +$38.7K +1,511 +2%
SIM
717
Sterling Investment Management
Arizona
$1.64M +$1.64M +63,975 New
PGFC
718
Peapack-Gladstone Financial Corp
New Jersey
$1.64M +$166K +6,487 +11%
IAN
719
Integrated Advisors Network
Texas
$1.64M +$1.15M +44,749 +234%
PP
720
Palladium Partners
Virginia
$1.63M -$1M -39,107 -38%
MCM
721
MAI Capital Management
Ohio
$1.63M -$3.81M -148,966 -70%
FA
722
FDx Advisors
Illinois
$1.63M -$496K -19,374 -23%
ACM
723
Argyle Capital Management
Pennsylvania
$1.62M – – –
SM
724
Sciencast Management
New Jersey
$1.62M +$118K +4,901 +8%
EHC
725
Everett Harris & Co
California
$1.61M -$210K -8,210 -12%
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