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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 %
NIC
826
Northwest Investment Counselors
Oregon
$1.33M -$43.6K -1,521 -3%
TNBTD
827
Trustmark National Bank Trust Department
Mississippi
$1.33M +$82.5K +2,877 +7%
CA
828
Commerzbank Aktiengesellschaft
Germany
$1.33M -$1.03M -35,883 -44%
BDF
829
Balasa Dinverno & Foltz
$1.33M -$117K -4,071 -8%
CIM
830
CenturyLink Investment Management
Colorado
$1.33M +$66.3K +2,310 +5%
CANY
831
Caxton Associates (New York)
New York
$1.32M +$1.32M +45,904 New
Fiera Capital (Canada)
832
Fiera Capital (Canada)
Quebec, Canada
$1.31M -$78K -2,719 -6%
LWAC
833
Laurel Wealth Advisors (California)
California
$1.31M +$143K +4,964 +12%
MYLI
834
Meiji Yasuda Life Insurance
Japan
$1.3M -$402K -14,012 -24%
WC
835
Winmill & Co
New York
$1.29M – – –
PWM
836
Perigon Wealth Management
California
$1.29M +$300K +9,023 +30%
MYAM
837
Meiji Yasuda Asset Management
Japan
$1.29M -$1.29M -44,873 -50%
VCA
838
Verdence Capital Advisors
Maryland
$1.28M +$402K +13,998 +46%
ZCA
839
Zeke Capital Advisors
Pennsylvania
$1.27M -$4.67M -162,811 -79%
HFM
840
Hartford Financial Management
Connecticut
$1.26M -$343K -11,958 -21%
IWA
841
Intercontinental Wealth Advisors
Texas
$1.24M +$1.04M +36,101 +498%
PCTC
842
Perkins Coie Trust Company
Washington
$1.24M +$57.4K +2,000 +5%
BJL
843
Brighton Jones LLC
Washington
$1.22M +$90K +3,137 +8%
MYIA
844
Mount Yale Investment Advisors
Colorado
$1.21M -$192K -6,696 -14%
TCOT
845
Trust Company of Toledo
Ohio
$1.21M -$6.32K -220 -0.5%
FSCM
846
Front Street Capital Management
Montana
$1.2M +$53.2K +1,853 +5%
RC
847
Roundview Capital
New Jersey
$1.2M -$30.9K -1,076 -3%
HCM
848
Hengehold Capital Management
Ohio
$1.2M -$135K -4,717 -10%
AC
849
Abbrea Capital
California
$1.19M -$147K -5,117 -11%
MCM
850
Monarch Capital Management
Indiana
$1.19M +$102K +3,570 +9%
32 33
34
35 36