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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 %
PA
951
PSI Advisors
Florida
$770K +$178K +6,952 +30%
BBP
952
Banco BTG Pactual
Brazil
$770K +$770K +30,084 New
BOC
953
Barbara Oil Co
Illinois
$768K – – –
CC
954
Cadinha & Co
Hawaii
$767K – – –
MCM
955
Mengis Capital Management
Oregon
$766K +$19.5K +763 +3%
ICM
956
IMS Capital Management
Oregon
$764K +$66.9K +2,612 +10%
CIP
957
Cornerstone Investment Partners
Georgia
$763K +$98.2K +3,834 +15%
Cetera Investment Advisers
958
Cetera Investment Advisers
Illinois
$761K +$389K +15,188 +104%
WCM
959
Weld Capital Management
New York
$761K +$761K +29,722 New
VIM
960
Vista Investment Management
Pennsylvania
$760K +$29.6K +1,158 +4%
CCG
961
Cypress Capital Group
Florida
$758K -$42K -1,639 -5%
RIM
962
Rampart Investment Management
Connecticut
$754K +$23.6K +921 +3%
AWM
963
Altium Wealth Management
New York
$749K -$44.9K -1,754 -6%
HH
964
Hilltop Holdings
Texas
$748K +$43.5K +1,699 +6%
NHC
965
Nicholas Hoffman & Company
Georgia
$746K -$47.7K -1,863 -6%
IC
966
IEQ Capital
California
$744K -$700K -27,360 -48%
CFGS
967
Concourse Financial Group Securities
Alabama
$743K +$150K +5,866 +25%
BMA
968
Brooks Moore & Associates
Tennessee
$741K +$41.7K +1,629 +6%
FWM
969
Fairhaven Wealth Management
Illinois
$738K +$211K +8,253 +40%
LI
970
Leap Investments
Illinois
$737K +$737K +28,800 New
CTC
971
Central Trust Company
Missouri
$731K -$100K -3,911 -12%
CGL
972
Clarius Group LLC
Washington
$728K -$165K -6,444 -18%
RIL
973
Rothschild Investment LLC
Illinois
$728K -$153K -5,962 -17%
CANY
974
Caxton Associates (New York)
New York
$727K -$449K -17,524 -38%
NCM
975
Northside Capital Management
Oregon
$725K – – –
37 38
39
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