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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 %
MCG
826
MACRO Consulting Group
New Jersey
$1.12M +$112K +4,391 +11%
CAM
827
Cresset Asset Management
Illinois
$1.12M -$194K -7,577 -15%
Fiera Capital (Canada)
828
Fiera Capital (Canada)
Quebec, Canada
$1.12M -$50K -1,954 -4%
ASA
829
Armstrong Shaw Associates
Connecticut
$1.11M -$191K -7,469 -15%
BBA
830
BLB&B Advisors
Pennsylvania
$1.1M -$156K -6,076 -12%
PWLP
831
Prio Wealth Limited Partnership
Massachusetts
$1.1M -$502K -19,600 -31%
Two Sigma Investments
832
Two Sigma Investments
New York
$1.09M -$13.9M -543,328 -93%
SA
833
SRH Advisors
Kansas
$1.09M +$31.6K +1,232 +3%
ESCM
834
Echo Street Capital Management
New York
$1.09M +$1.09M +42,532 New
IA
835
IFP Advisors
Florida
$1.09M +$641K +24,934 +144%
TNBTD
836
Trustmark National Bank Trust Department
Mississippi
$1.08M -$106K -4,149 -9%
PCM
837
Prelude Capital Management
New York
$1.08M +$1.08M +42,219 New
CCM
838
Chilton Capital Management
Texas
$1.08M +$234K +9,121 +28%
LIM
839
Leavell Investment Management
Alabama
$1.08M -$189K -7,380 -15%
SPIA
840
Steward Partners Investment Advisory
New York
$1.08M -$375K -14,666 -26%
ASN
841
Advisory Services Network
Georgia
$1.08M +$52.2K +2,039 +5%
TSWM
842
Triangle Securities Wealth Management
North Carolina
$1.07M +$129K +5,056 +14%
AC
843
Alexandria Capital
Virginia
$1.07M -$1.11M -43,198 -51%
AF
844
Advisornet Financial
Minnesota
$1.07M -$197K -7,684 -16%
MIH
845
Meitav Investment House
Israel
$1.06M +$800K +31,208 +303%
LWAC
846
Laurel Wealth Advisors (California)
California
$1.06M -$104K -4,075 -9%
BOH
847
Bank of Hawaii
Hawaii
$1.06M -$428K -16,709 -29%
SCM
848
Sterneck Capital Management
Missouri
$1.06M +$63.8K +2,492 +6%
AF
849
Allworth Financial
California
$1.05M -$607K -23,701 -37%
MWP
850
Meridian Wealth Partners
Pennsylvania
$1.05M +$15.5K +605 +1%
32 33
34
35 36