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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 %
ACS
776
Archford Capital Strategies
Illinois
$1.31M +$38.2K +1,491 +3%
CCT
777
Country Club Trust
Missouri
$1.3M +$4.96K +193 +0.4%
SAM
778
Sequent Asset Management
Texas
$1.3M – – –
BCM
779
Buckhead Capital Management
Georgia
$1.3M +$11.9K +465 +0.9%
TPCW
780
TD Private Client Wealth
New York
$1.29M -$1.03M -40,420 -45%
FWCM
781
Ferguson Wellman Capital Management
Oregon
$1.28M -$406K -15,849 -24%
SW
782
SteelPeak Wealth
California
$1.28M +$914K +35,711 +250%
IR
783
IAT Reinsurance
New York
$1.28M – – –
LOAMU
784
Lombard Odier Asset Management (USA)
New York
$1.28M +$1.28M +50,000 New
KA
785
Kintegral Advisory
New York
$1.28M – – –
MA
786
Modus Advisors
Minnesota
$1.27M +$833K +32,529 +191%
PVWM
787
Point View Wealth Management
New Jersey
$1.26M +$212K +8,279 +20%
SC
788
Savant Capital
Illinois
$1.26M -$92.7K -3,624 -7%
PAM
789
Paradigm Asset Management
New York
$1.25M -$111K -4,350 -8%
TNA
790
True North Advisors
Texas
$1.25M +$1.25M +48,981 New
CLOS
791
Compagnie Lombard Odier SCmA
Switzerland
$1.25M -$45.4K -1,774 -4%
FCI
792
Financial Counselors Inc
Kansas
$1.25M +$969K +37,831 +348%
EM
793
Excalibur Management
Massachusetts
$1.24M +$394K +15,370 +46%
SRC
794
Sage Rhino Capital
California
$1.24M +$186K +7,263 +18%
CICI
795
Capital Investment Counsel Inc
North Carolina
$1.23M -$107K -4,181 -8%
EML
796
Eos Management LP
New York
$1.23M – – –
LWCFA
797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.23M -$7.96K -311 -0.6%
NRS
798
Neville Rodie & Shaw
New York
$1.22M -$119K -4,650 -9%
BPM
799
Bowling Portfolio Management
Ohio
$1.22M -$26.7K -1,043 -2%
LWANC
800
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.22M -$234K -9,162 -16%
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