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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 %
BCCM
976
Bridge Creek Capital Management
Massachusetts
$844K -$8.6K -300 -1%
BFEC
977
Benjamin F. Edwards & Company
Missouri
$843K +$11.7K +409 +1%
IB
978
Intrust Bank
Kansas
$842K +$98.5K +3,430 +13%
PAM
979
Premier Asset Management
Illinois
$842K +$264K +9,215 +46%
ACI
980
Alpha Cubed Investments
California
$839K -$5.46M -190,270 -87%
MCM
981
Mengis Capital Management
Oregon
$837K +$245K +8,552 +41%
ST
982
Smithfield Trust
Pennsylvania
$836K -$119K -4,134 -12%
FMBTD
983
First Midwest Bank Trust Division
Illinois
$836K -$46.7K -1,626 -5%
AL
984
Aspiriant LLC
California
$833K -$13.3K -461 -2%
YWP
985
YorkBridge Wealth Partners
New York
$831K +$2.84K +99 +0.3%
BBWA
986
Bell & Brown Wealth Advisors
California
$828K +$58K +2,349 +8%
DLG
987
Daniel L. Goodwin
$820K – – –
RIM
988
Rampart Investment Management
Connecticut
$819K -$1.02M -35,652 -56%
VIM
989
Vista Investment Management
Pennsylvania
$819K +$16K +557 +2%
NCM
990
Northside Capital Management
Oregon
$813K -$14K -487 -2%
MAFM
991
Mid Atlantic Financial Management
Pennsylvania
$810K +$35.2K +1,226 +5%
AAIM
992
Asset Advisors Investment Management
Georgia
$808K -$408K -14,200 -34%
NB
993
Nicolet Bankshares
Wisconsin
$807K -$1.78K -62 -0.2%
RCM
994
Radnor Capital Management
Pennsylvania
$806K +$115 +4 +0%
DTL
995
Dynamic Technology Lab
Singapore
$805K +$805K +28,059 New
CB
996
Community Bank
New York
$804K -$62.4K -2,174 -7%
CIS
997
Connors Investor Services
Pennsylvania
$797K -$5.93M -206,533 -88%
CFG
998
Capstone Financial Group
Oklahoma
$794K +$54.7K +1,906 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
999
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$791K -$15.4M -536,675 -95%
MAWCM
1000
Mine & Arao Wealth Creation & Management
California
$791K +$113K +3,949 +17%
38 39
40
41 42