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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 %
SWP
876
Strategic Wealth Partners
Ohio
$962K +$962K +37,588 New
LOAME
877
Lombard Odier Asset Management (Europe)
United Kingdom
$960K – – –
MC
878
Martin & Co
Tennessee
$956K +$4.35K +170 +0.5%
MC
879
Moors & Cabot
Massachusetts
$955K +$369K +14,391 +63%
DIP
880
DT Investment Partners
Pennsylvania
$953K +$953K +37,233 New
IIC
881
Ironwood Investment Counsel
Arizona
$950K +$98.4K +3,843 +12%
VNA
882
Valley National Advisers
Pennsylvania
$949K -$414K -16,154 -30%
LNC
883
Lincoln National Corp
Pennsylvania
$946K +$70.2K +2,744 +8%
NCM
884
Northwest Capital Management
Oregon
$938K – – –
HCP
885
Holt Capital Partners
Texas
$938K +$1.79K +70 +0.2%
MERSOM
886
Municipal Employees' Retirement System of Michigan
Michigan
$937K -$2.22M -86,850 -70%
CSM
887
CAMG Solamere Management
North Carolina
$934K -$37.1K -1,448 -4%
CNBTD
888
Citizens National Bank Trust Department
Mississippi
$934K – – –
MSR
889
Main Street Research
Connecticut
$934K +$358K +13,985 +62%
MAM
890
Marotta Asset Management
Virginia
$933K -$9.55K -373 -1%
MCM
891
Monarch Capital Management
Indiana
$930K -$131K -5,101 -12%
WA
892
WP Advisors
California
$929K +$73.1K +2,855 +9%
RA
893
RFG Advisory
Alabama
$926K -$65.1K -2,543 -7%
WPC
894
White Pine Capital
Minnesota
$926K +$41.2K +1,610 +5%
HW
895
Hancock Whitney
Mississippi
$925K -$93.9K -3,667 -9%
MYLI
896
Meiji Yasuda Life Insurance
Japan
$923K -$231K -9,039 -20%
PVH
897
Psagot Value Holdings
Israel
$923K +$530K +20,700 +135%
MOS
898
MGO One Seven
Ohio
$921K -$462K -18,048 -33%
RC
899
RegentAtlantic Capital
New Jersey
$919K -$280K -10,932 -23%
SDWIA
900
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$912K +$96.5K +3,797 +12%
34 35
36
37 38