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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 %
CS
751
Capital Square
Tennessee
$1.65M +$18.1K +631 +1%
PGFC
752
Peapack-Gladstone Financial Corp
New Jersey
$1.65M -$145K -5,056 -8%
JIC
753
Johnson Investment Counsel
Ohio
$1.64M -$364K -12,668 -18%
AT
754
Arden Trust
Delaware
$1.64M -$398K -13,882 -20%
FFA
755
Fragasso Financial Advisors
Pennsylvania
$1.64M -$133K -4,623 -8%
LWANC
756
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M +$498K +17,332 +44%
SPIA
757
Steward Partners Investment Advisory
New York
$1.63M -$305K -10,642 -16%
GIM
758
Goelzer Investment Management
Indiana
$1.62M -$21.3K -741 -1%
IC
759
IEQ Capital
California
$1.62M +$69.3K +2,417 +4%
TNB
760
Thomasville National Bank
Georgia
$1.61M +$12.2K +242 +0.8%
GI
761
GS Investments
Minnesota
$1.6M -$475K -16,550 -23%
LNWWM
762
Laird Norton Wetherby Wealth Management
California
$1.59M -$664K -23,159 -29%
TM
763
Tiger Management
New York
$1.58M +$1.58M +55,000 New
GIA
764
Gateway Investment Advisers
Ohio
$1.57M -$46M -1,603,987 -97%
FFN
765
Focus Financial Network
Minnesota
$1.57M -$23.3K -811 -1%
LFAS
766
Level Four Advisory Services
Texas
$1.56M -$36.6K -1,279 -2%
CI
767
CX Institutional
Indiana
$1.56M +$1.45M +50,437 +1,264%
GIM
768
Guardian Investment Management
California
$1.55M +$798K +27,821 +106%
DDC
769
DF Dent & Co
Maryland
$1.55M +$358K +12,470 +30%
MOS
770
MGO One Seven
Ohio
$1.55M -$43.3K -1,509 -3%
BC
771
Brio Consultants
California
$1.55M +$57 +2 +0%
ETI
772
Enterprise Trust & Investment
California
$1.54M -$15.1K -525 -1%
PAM
773
Paradigm Asset Management
New York
$1.53M – – –
VNA
774
Valley National Advisers
Pennsylvania
$1.53M -$143K -4,990 -9%
1SB
775
1ST Source Bank
Indiana
$1.52M -$239K -8,317 -14%
29 30
31
32 33