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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 %
CI
726
Conning Inc
Connecticut
$1.61M -$91K -3,554 -5%
TCOV
727
Trust Company of Vermont
Vermont
$1.6M -$1.34M -52,462 -46%
AWM
728
Avior Wealth Management
Nebraska
$1.6M -$35.8K -1,401 -2%
SW
729
SVB Wealth
Massachusetts
$1.6M -$1.45M -56,658 -48%
HCM
730
Hutner Capital Management
Vermont
$1.59M -$156K -6,090 -9%
KFP
731
KMG Fiduciary Partners
Ohio
$1.59M -$314K -12,252 -17%
NB
732
NBT Bank
New York
$1.58M -$42.3K -1,651 -3%
MF
733
Manchester Financial
California
$1.57M -$30.3K -1,185 -2%
MC
734
Maverick Capital
Texas
$1.56M +$1.38M +53,896 +752%
CHC
735
City Holding Co
West Virginia
$1.54M +$19.8K +775 +1%
FFN
736
Focus Financial Network
Minnesota
$1.53M +$134K +5,222 +10%
SG
737
Somerset Group
Minnesota
$1.53M – – –
KLCM
738
KG&L Capital Management
Louisiana
$1.52M +$512K +20,026 +51%
BS
739
Banco Santander
Spain
$1.51M -$27.3M -1,067,060 -95%
APA
740
American Portfolios Advisors
New York
$1.5M -$21.8K -852 -1%
Ninety One (UK)
741
Ninety One (UK)
United Kingdom
$1.49M -$24.7M -964,953 -94%
CS
742
Capital Square
Tennessee
$1.47M +$26 +1 +0%
SSI
743
Scott & Selber Inc
Texas
$1.47M +$1.47M +57,369 New
GT
744
Glenview Trust
Kentucky
$1.45M -$1.2M -47,041 -45%
AAS
745
Avantax Advisory Services
Texas
$1.45M -$28.5K -1,117 -2%
TCM
746
Telos Capital Management
California
$1.45M -$276K -10,776 -16%
SAM
747
Silvercrest Asset Management
New York
$1.45M -$136K -5,324 -9%
FNT
748
First National Trust
Pennsylvania
$1.44M -$39.9K -1,558 -3%
WPA
749
Winning Points Advisors
Florida
$1.44M +$113K +4,400 +8%
MWM
750
Mission Wealth Management
California
$1.44M +$157K +6,137 +12%
28 29
30
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