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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 %
CCM
876
Compton Capital Management
Rhode Island
$1.13M -$112K -3,892 -9%
BCM
877
Boltwood Capital Management
California
$1.12M -$73.3K -2,555 -6%
MA
878
Montag & Associates
Georgia
$1.12M -$21.1K -736 -2%
LCP
879
Legacy Capital Partners
Wisconsin
$1.12M +$75K +2,616 +7%
SC
880
Sawyer & Company
Massachusetts
$1.12M -$83.1K -2,895 -7%
SCM
881
Sterneck Capital Management
Missouri
$1.11M +$95.6K +3,331 +9%
RA
882
RFG Advisory
Alabama
$1.11M +$236K +8,208 +27%
BAM
883
Belpointe Asset Management
Nevada
$1.11M +$734K +25,570 +196%
NAS
884
Nicolet Advisory Services
Wisconsin
$1.1M +$551K +19,185 +100%
CFA
885
Carroll Financial Associates
North Carolina
$1.1M -$234K -8,152 -18%
MIM
886
Miller Investment Management
Pennsylvania
$1.1M +$12.7K +442 +1%
SS
887
Simplicity Solutions
Minnesota
$1.09M -$1.42M -49,391 -56%
IC
888
Investment Counsel
Michigan
$1.09M – – –
BBNA
889
Bremer Bank National Association
Minnesota
$1.09M +$14.1K +492 +1%
CSM
890
CAMG Solamere Management
North Carolina
$1.09M +$1.09M +37,923 New
CS
891
Cannell & Spears
New York
$1.08M +$3.24K +113 +0.3%
SCM
892
SOL Capital Management
Maryland
$1.08M +$144K +5,033 +15%
RC
893
RBF Capital
California
$1.08M +$1.08M +37,600 New
LOAME
894
Lombard Odier Asset Management (Europe)
United Kingdom
$1.08M -$179K -6,252 -14%
PBC
895
Pavion Blue Capital
California
$1.07M +$474K +16,519 +79%
MC
896
Martin & Co
Tennessee
$1.07M +$35.7K +1,245 +3%
MFW
897
Meristem Family Wealth
Minnesota
$1.06M -$7.26K -253 -0.7%
TSWM
898
Triangle Securities Wealth Management
North Carolina
$1.06M -$311K -10,842 -23%
WANY
899
Wealthspire Advisors (New York)
New York
$1.06M +$670K +23,328 +173%
BOTW
900
Bank of the West
California
$1.06M -$124K -4,329 -11%
34 35
36
37 38