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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 %
TAM
926
Tealwood Asset Management
Minnesota
$837K -$3.05K -119 -0.4%
PK
927
Pflug Koory
Nebraska
$830K -$77K -3,005 -8%
MIM
928
Marco Investment Management
Georgia
$830K -$12K -470 -1%
PFSC
929
Peoples Financial Services Corp
Pennsylvania
$830K – – –
DPIM
930
Duff & Phelps Investment Management
Illinois
$830K +$24.3K +950 +3%
NAS
931
Nicolet Advisory Services
Wisconsin
$827K -$154K -6,013 -16%
MA
932
Mutual Advisors
Nebraska
$826K +$173K +6,774 +27%
WAMC
933
Western Asset Management Company
California
$825K -$1.21M -47,089 -59%
SACTSONJ
934
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$824K -$200K -7,800 -20%
CIA
935
Cascade Investment Advisors
Oregon
$823K -$700K -27,334 -46%
BBNA
936
Bremer Bank National Association
Minnesota
$818K -$151K -5,912 -16%
SAM
937
Selway Asset Management
$817K +$817K +31,900 New
FAM
938
Fred Alger Management
New York
$806K – – –
ACA
939
Aptus Capital Advisors
Alabama
$802K +$545K +21,296 +212%
PSUF
940
People's United Financial
Connecticut
$799K -$1.01M -39,472 -56%
VAS
941
Vestmark Advisory Solutions
Massachusetts
$796K -$1.18M -46,242 -60%
FMTC
942
Farmers & Merchants Trust Company
California
$795K -$91.3K -3,567 -10%
LIM
943
Loudon Investment Management
New Hampshire
$794K +$12.2K +475 +2%
DWA
944
Douglass Winthrop Advisors
New York
$793K +$6.69K +261 +0.9%
GC
945
Grimes & Company
Massachusetts
$792K +$17.3K +674 +2%
DCM
946
Donaldson Capital Management
Indiana
$784K -$239K -9,319 -23%
RAM
947
Roanoke Asset Management
New Jersey
$783K -$58.5K -2,286 -7%
DTC
948
Davidson Trust Company
Washington
$779K +$12.7K +498 +2%
OSNBOA
949
Old Second National Bank of Aurora
Illinois
$775K +$18K +702 +2%
ZCA
950
Zeke Capital Advisors
Pennsylvania
$771K -$366K -14,288 -32%
36 37
38
39 40