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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 %
ACM
726
Argyle Capital Management
Pennsylvania
$1.82M +$68.9K +2,400 +4%
AIM
727
Aigen Investment Management
New York
$1.81M -$3.81M -132,924 -68%
PFP
728
Pinnacle Financial Partners
Tennessee
$1.8M -$85.4K -2,977 -5%
MIAN
729
Mariner Independent Advisor Network
Kansas
$1.8M +$115K +4,195 +7%
SCA
730
Stonebridge Capital Advisors
Minnesota
$1.79M +$24.9K +868 +1%
PWLP
731
Prio Wealth Limited Partnership
Massachusetts
$1.79M -$137K -4,784 -7%
MF
732
Manchester Financial
California
$1.79M +$1.75M +60,927 +4,346%
SAM
733
Silvercrest Asset Management
New York
$1.78M -$360K -12,537 -17%
RL
734
Ruffer LLP
United Kingdom
$1.76M +$1.76M +61,500 New
SJL
735
Shayne & Jacobs LLC
Tennessee
$1.74M -$42.9K -1,495 -2%
ONB
736
Old National Bancorp
Indiana
$1.73M +$150K +5,236 +9%
MAM
737
Mark Asset Management
New York
$1.72M -$1.89M -65,974 -52%
SG
738
Somerset Group
Minnesota
$1.72M – – –
CHC
739
City Holding Co
West Virginia
$1.71M -$85.9K -2,992 -5%
CIA
740
Cascade Investment Advisors
Oregon
$1.71M -$724K -25,211 -30%
APA
741
American Portfolios Advisors
New York
$1.71M +$664K +23,148 +64%
IG
742
ING Group
Netherlands
$1.68M -$4.31M -150,101 -72%
AAS
743
Avantax Advisory Services
Texas
$1.67M +$94.2K +3,275 +6%
BOH
744
Bank of Hawaii
Hawaii
$1.67M -$209K -7,274 -11%
FNT
745
First National Trust
Pennsylvania
$1.67M -$186K -6,466 -10%
SIC
746
Salem Investment Counselors
North Carolina
$1.66M -$179K -6,241 -10%
KWM
747
Kingsview Wealth Management
Oregon
$1.66M +$571K +19,891 +52%
SM
748
Sciencast Management
New Jersey
$1.66M +$1.46M +54,887 +752%
GCM
749
Gladius Capital Management
Illinois
$1.66M +$1.66M +57,646 New
VWA
750
Visionary Wealth Advisors
Illinois
$1.65M +$244K +8,505 +17%
28 29
30
31 32