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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 %
WTB
926
Washington Trust Bank
Washington
$980K -$91.3K -3,178 -9%
BMO
927
Beck Mack & Oliver
New York
$978K -$29.2K -1,016 -3%
MAM
928
Marotta Asset Management
Virginia
$978K -$5.9K -222 -0.6%
HPCM
929
High Pointe Capital Management
Illinois
$975K +$691K +24,070 +243%
BB
930
Busey Bank
Illinois
$968K -$28.6K -996 -3%
WA
931
WP Advisors
California
$959K -$211K -7,368 -18%
IIC
932
Ironwood Investment Counsel
Arizona
$954K +$518K +18,066 +119%
EM
933
Excalibur Management
Massachusetts
$950K +$241K +8,409 +34%
CCM
934
Chilton Capital Management
Texas
$947K -$2.3K -80 -0.2%
P
935
Pitcairn
Pennsylvania
$946K -$153K -5,322 -14%
WCM
936
Wunderlich Capital Managemnt
Tennessee
$946K +$3.93K +137 +0.4%
MIM
937
Marco Investment Management
Georgia
$944K -$51.6K -1,800 -5%
RAM
938
Roanoke Asset Management
New Jersey
$943K -$36.1K -1,259 -4%
TAM
939
Tealwood Asset Management
Minnesota
$942K +$811K +28,268 +620%
FM
940
Foster & Motley
Ohio
$939K -$275K -9,590 -23%
CTC
941
Central Trust Company
Missouri
$932K +$280K +9,737 +43%
PFSC
942
Peoples Financial Services Corp
Pennsylvania
$931K +$1.29K +45 +0.1%
SIG
943
Sky Investment Group
Connecticut
$931K +$699K +24,367 +302%
Bessemer Group
944
Bessemer Group
New Jersey
$927K -$14.7M -510,761 -94%
SDWIA
945
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$921K +$28K +976 +3%
AssetMark Inc
946
AssetMark Inc
California
$910K +$859K +29,942 +1,699%
CFMC
947
Curbstone Financial Management Corp
New Hampshire
$907K -$45.9K -1,600 -5%
DPIM
948
Duff & Phelps Investment Management
Illinois
$904K -$11.5K -400 -1%
FAM
949
Fred Alger Management
New York
$903K -$20.8K -726 -2%
PI
950
PFS Investments
Georgia
$899K -$2.17M -75,704 -71%
36 37
38
39 40