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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 %
NCM
901
Northwest Capital Management
Oregon
$1.05M -$1.52K -53 -0.1%
HCP
902
Holt Capital Partners
Texas
$1.05M -$19.8K -690 -2%
CNBTD
903
Citizens National Bank Trust Department
Mississippi
$1.05M +$1.05M +36,480 New
FVWA
904
Foster Victor Wealth Advisors
South Carolina
$1.04M +$440K +16,398 +74%
CAM
905
Carret Asset Management
New York
$1.03M -$87.7K -3,057 -8%
JCM
906
Jacobi Capital Management
Pennsylvania
$1.03M +$160K +5,686 +18%
BG
907
Bollard Group
Massachusetts
$1.02M +$9.04K +315 +0.9%
OPCM
908
Osborne Partners Capital Management
California
$1.02M +$11.5K +401 +1%
PK
909
Pflug Koory
Nebraska
$1.02M -$5.02K -175 -0.5%
RHAM
910
Round Hill Asset Management
California
$1.01M +$234K +8,160 +30%
GC
911
Guardian Capital
Ontario, Canada
$1.01M -$56K -1,950 -5%
CS
912
Comerica Securities
Michigan
$1.01M +$78.8K +2,745 +8%
PCAP
913
Pratt Collard Advisory Partners
New York
$1.01M +$89K +3,100 +10%
CA
914
Cullinan Associates
Kentucky
$1.01M – – –
MCG
915
MACRO Consulting Group
New Jersey
$1M +$121K +4,794 +14%
CGL
916
Clarius Group LLC
Washington
$1M +$97.2K +3,385 +11%
RM
917
Resource Management
Louisiana
$1M +$65.9K +2,296 +7%
FMTC
918
Farmers & Merchants Trust Company
California
$993K -$16.3K -570 -2%
WPC
919
White Pine Capital
Minnesota
$991K +$210K +7,315 +27%
CNBT
920
Canandaigua National Bank & Trust
New York
$989K -$551K -19,182 -36%
RIL
921
Rothschild Investment LLC
Illinois
$987K +$484K +16,871 +96%
AAM
922
Auxier Asset Management
Oregon
$986K +$151K +5,275 +18%
ZIC
923
ZWJ Investment Counsel
Georgia
$984K -$3.16K -110 -0.3%
KSCM
924
Kamunting Street Capital Management
Florida
$982K -$884K -30,800 -47%
LNC
925
Lincoln National Corp
Pennsylvania
$982K -$84.4K -2,940 -8%
35 36
37
38 39