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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
776
Paradigm Asset Management
New York
$994K -$158K -6,700 -14%
ETI
777
Enterprise Trust & Investment
California
$992K -$249K -10,600 -20%
DT
778
Diversified Trust
Tennessee
$992K +$348K +14,824 +54%
FWCM
779
Ferguson Wellman Capital Management
Oregon
$987K -$192K -8,184 -16%
LWCFA
780
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$987K -$141K -6,014 -13%
RL
781
Ruffer LLP
United Kingdom
$987K +$235K +10,000 +31%
CL
782
CPWM LLC
Washington
$985K -$1.2M -51,110 -55%
MPIA
783
Mountain Pacific Investment Advisers
Idaho
$985K -$553K -23,529 -36%
MC
784
Moors & Cabot
Massachusetts
$985K +$108K +4,598 +12%
PVWM
785
Point View Wealth Management
New Jersey
$983K -$174K -7,405 -15%
H
786
HoyleCohen
California
$982K -$87.1K -3,706 -8%
SCM
787
Sterneck Capital Management
Missouri
$982K +$10.7K +454 +1%
TSWM
788
Triangle Securities Wealth Management
North Carolina
$974K -$10.2K -436 -1%
AC
789
Alexandria Capital
Virginia
$972K -$10.8K -460 -1%
FCCM
790
First City Capital Management
Georgia
$971K +$403K +17,337 +71%
SG
791
Swarthmore Group
Pennsylvania
$970K -$2.27M -96,400 -70%
AF
792
Allworth Financial
California
$961K -$6.77K -288 -0.7%
MWP
793
Meridian Wealth Partners
Pennsylvania
$956K -$11.7K -499 -1%
EM
794
Excalibur Management
Massachusetts
$955K -$185K -7,852 -16%
LWANC
795
Laurel Wealth Advisors (North Carolina)
North Carolina
$955K -$163K -6,943 -15%
CS
796
Cannell & Spears
New York
$949K -$2.35K -100 -0.2%
DI
797
DFPG Investments
Utah
$949K +$330K +13,289 +53%
GC
798
Gilbert & Cook
Iowa
$947K +$28.5K +1,211 +3%
BBA
799
BLB&B Advisors
Pennsylvania
$946K -$61.1K -2,600 -6%
CM
800
Caption Management
Oklahoma
$941K +$941K +40,000 New
30 31
32
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