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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 %
NCM
801
Narwhal Capital Management
Georgia
$1.22M -$857K -33,478 -41%
PRC
802
Pearl River Capital
Michigan
$1.21M +$1.21M +47,191 New
AA
803
AF Advisors
California
$1.2M – – –
TC
804
TownSquare Capital
Utah
$1.2M -$2.65M -104,416 -69%
LNWWM
805
Laird Norton Wetherby Wealth Management
California
$1.2M -$220K -8,601 -16%
SJL
806
Shayne & Jacobs LLC
Tennessee
$1.19M -$355K -13,860 -23%
Walleye Trading
807
Walleye Trading
New York
$1.19M -$116K -4,534 -9%
RSVP
808
Ramsay Stattman Vela & Price
Colorado
$1.18M -$1.25M -48,674 -51%
SIC
809
Salem Investment Counselors
North Carolina
$1.17M -$314K -12,243 -21%
AT
810
Arden Trust
Delaware
$1.17M -$292K -11,402 -20%
BUB
811
BBVA USA Bancshares
Texas
$1.17M -$677K -26,450 -37%
FWM
812
Frontier Wealth Management
Missouri
$1.17M -$916K -35,777 -44%
H
813
HoyleCohen
California
$1.16M -$166K -6,475 -12%
ACM
814
Alta Capital Management
Utah
$1.16M -$32.3M -1,261,181 -97%
CG
815
Caprock Group
Idaho
$1.16M +$679K +26,534 +141%
NIC
816
Northwest Investment Counselors
Oregon
$1.16M -$29.6K -1,154 -2%
PWM
817
Perigon Wealth Management
California
$1.16M +$166K +6,487 +17%
SSW
818
Smith Shellnut Wilson
Mississippi
$1.15M -$41.2K -1,607 -3%
VCA
819
Verdence Capital Advisors
Maryland
$1.15M +$1.87K +73 +0.2%
PCP
820
Proficio Capital Partners
Massachusetts
$1.14M -$70.7K -2,767 -6%
SP
821
SWS Partners
Ohio
$1.14M +$1.14M +47,128 New
BC
822
Bartlett & Co
Ohio
$1.14M -$1.16M -45,310 -50%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$1.14M -$1.16M -45,310 -50%
GIA
824
Gateway Investment Advisers
Ohio
$1.13M -$273K -10,661 -19%
LCP
825
Legacy Capital Partners
Wisconsin
$1.13M +$131K +5,130 +13%
31 32
33
34 35