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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 %
CA
776
Cornerstone Advisors
North Carolina
$1.52M +$1.52M +53,000 New
SC
777
Savant Capital
Illinois
$1.51M +$176K +6,136 +13%
WIA
778
Wealthstreet Investment Advisors
Texas
$1.51M -$23.9K -832 -2%
CCT
779
Country Club Trust
Missouri
$1.51M -$237K -7,920 -14%
CICI
780
Capital Investment Counsel Inc
North Carolina
$1.5M +$179K +6,247 +14%
NRS
781
Neville Rodie & Shaw
New York
$1.5M -$64.3K -2,240 -4%
H
782
HoyleCohen
California
$1.49M -$17.5K -610 -1%
WPA
783
Winning Points Advisors
Florida
$1.49M +$28.6K +1,000 +2%
SA
784
Strategic Advisors
New York
$1.48M +$779K +25,734 +112%
BIA
785
BMT Investment Advisors
Pennsylvania
$1.48M – – –
CAM
786
Cresset Asset Management
Illinois
$1.47M +$26K +905 +2%
QF
787
QVT Financial
New York
$1.47M – – –
SFG
788
Sather Financial Group
Texas
$1.47M -$238K -8,282 -14%
Walleye Trading
789
Walleye Trading
New York
$1.47M -$2.65M -92,257 -64%
ASA
790
Armstrong Shaw Associates
Connecticut
$1.46M -$18.6K -647 -1%
OAG
791
Orbis Allan Gray
Bermuda
$1.46M -$74.2M -2,585,306 -98%
CWS
792
Cypress Wealth Services
California
$1.46M -$91.4K -3,186 -6%
SAM
793
Sequent Asset Management
Texas
$1.45M -$26.5K -923 -2%
CLOS
794
Compagnie Lombard Odier SCmA
Switzerland
$1.45M -$3.17M -110,319 -69%
SCM
795
Salem Capital Management
Massachusetts
$1.45M -$334K -11,650 -19%
SGCA
796
Steel Grove Capital Advisors
Tennessee
$1.45M -$15.9K -553 -1%
FL
797
Fourthstone LLC
Missouri
$1.45M +$1.45M +50,500 New
PF
798
Phoenix Financial
Israel
$1.45M -$7.54M -271,096 -84%
MWM
799
Mission Wealth Management
California
$1.44M -$101K -3,517 -7%
BCM
800
Buckhead Capital Management
Georgia
$1.44M -$6.89K -240 -0.5%
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