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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 %
IR
801
IAT Reinsurance
New York
$1.44M – – –
CAM
802
CenterStar Asset Management
Illinois
$1.44M -$60K – –
UM
803
Ulysses Management
New York
$1.44M +$1.44M +50,000 New
CA
804
Cetera Advisors
Colorado
$1.43M +$193K +6,742 +16%
KA
805
Kintegral Advisory
New York
$1.43M +$160K +5,570 +13%
OPS
806
Orion Portfolio Solutions
Nebraska
$1.43M -$200K -6,960 -12%
ACS
807
Archford Capital Strategies
Illinois
$1.42M +$53.3K +1,859 +4%
SAMC
808
Spectrum Asset Management (California)
California
$1.42M +$191K +6,650 +16%
LIM
809
Leavell Investment Management
Alabama
$1.42M -$72.2K -2,518 -5%
AF
810
Advisornet Financial
Minnesota
$1.42M -$186K -6,493 -12%
PCP
811
Proficio Capital Partners
Massachusetts
$1.41M +$507K +17,127 +56%
BBA
812
BLB&B Advisors
Pennsylvania
$1.4M -$107K -3,712 -7%
SPC
813
Sigma Planning Corp
Michigan
$1.4M -$24.3K -847 -2%
BPM
814
Bowling Portfolio Management
Ohio
$1.4M -$66.6K -2,320 -5%
TCA
815
Transcend Capital Advisors
New Jersey
$1.39M -$18K -628 -1%
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.39M -$8.9K -310 -0.6%
EML
817
Eos Management LP
New York
$1.38M +$172K +6,000 +14%
AC
818
Addison Capital
Pennsylvania
$1.38M +$209K +7,286 +18%
ICP
819
Ironvine Capital Partners
Nebraska
$1.37M -$14.3M -498,249 -91%
CIA
820
Choate Investment Advisors
Massachusetts
$1.37M -$30K -1,046 -2%
AWM
821
Argent Wealth Management
Massachusetts
$1.36M +$213K +7,454 +19%
AA
822
AF Advisors
California
$1.35M – – –
RC
823
RegentAtlantic Capital
New Jersey
$1.34M -$69.2K -2,410 -5%
SSW
824
Smith Shellnut Wilson
Mississippi
$1.34M +$14.5K +504 +1%
PTC
825
Private Trust Company
Ohio
$1.34M -$205K -7,148 -13%
31 32
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