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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 %
LDB
701
Lee, Danner & Bass
Tennessee
$1.33M -$518K -22,045 -28%
NB
702
NBT Bank
New York
$1.31M -$139K -5,897 -10%
FDS
703
First Dallas Securities
Texas
$1.3M +$1.3M +55,383 New
CHC
704
City Holding Co
West Virginia
$1.3M -$119K -5,061 -8%
HCM
705
Hodges Capital Management
Texas
$1.29M -$277K -11,772 -18%
TM
706
Tiger Management
New York
$1.29M – – –
FWM
707
Frontier Wealth Management
Missouri
$1.29M +$219K +9,307 +20%
MCM
708
MAI Capital Management
Ohio
$1.29M -$206K -8,746 -14%
CA
709
Cetera Advisors
Colorado
$1.29M -$23.8K -1,012 -2%
PP
710
Palladium Partners
Virginia
$1.28M -$224K -9,506 -15%
HTC
711
Haverford Trust Company
Pennsylvania
$1.27M -$505K -21,479 -28%
APA
712
American Portfolios Advisors
New York
$1.27M -$107K -4,539 -8%
AIM
713
ARGA Investment Management
Connecticut
$1.26M -$746K -31,728 -37%
PCTC
714
Perkins Coie Trust Company
Washington
$1.26M +$51.7K +2,200 +4%
FNT
715
First National Trust
Pennsylvania
$1.25M -$72.9K -3,104 -6%
BC
716
Brio Consultants
California
$1.25M – – –
SAMC
717
Spectrum Asset Management (California)
California
$1.25M +$3.08K +131 +0.2%
ACS
718
Archford Capital Strategies
Illinois
$1.25M +$48.1K +2,046 +4%
IIA
719
IPG Investment Advisors
California
$1.24M +$705K +30,000 +131%
CICI
720
Capital Investment Counsel Inc
North Carolina
$1.24M +$110K +4,697 +10%
ASN
721
Advisory Services Network
Georgia
$1.24M +$254K +10,813 +26%
VFA
722
Valeo Financial Advisors
Indiana
$1.24M -$398K -16,918 -24%
SGCA
723
Steel Grove Capital Advisors
Tennessee
$1.24M -$17.1K -729 -1%
BFS
724
Bradley Foster & Sargent
Connecticut
$1.23M +$1.23M +52,188 New
QF
725
QVT Financial
New York
$1.2M – – –
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