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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
976
SouthState Corp
Florida
$557K +$195K +8,285 +54%
NCM
977
Neumann Capital Management
California
$556K +$3.03K +129 +0.5%
PA
978
Parallel Advisors
California
$555K -$72.4K -3,079 -12%
RIM
979
Reliant Investment Management
Tennessee
$554K -$1.85M -78,865 -77%
TAM
980
Tealwood Asset Management
Minnesota
$553K -$216K -9,173 -28%
Walleye Capital
981
Walleye Capital
New York
$551K +$358K +15,198 +185%
AIIMS
982
Analyst IMS Investment Management Services
Israel
$550K +$88.8K +3,777 +19%
MA
983
Mutual Advisors
Nebraska
$547K -$212K -9,025 -28%
ST
984
Smithfield Trust
Pennsylvania
$546K -$107K -4,572 -16%
BSW
985
Buckingham Strategic Wealth
Missouri
$543K -$1.88M -80,020 -78%
AP
986
Appleton Partners
Massachusetts
$543K -$72.9K -3,098 -12%
GT
987
Greenleaf Trust
Michigan
$541K -$16.4K -700 -3%
WAM
988
Wealthspire Advisors (Maryland)
Maryland
$541K +$29.9K +1,273 +6%
ESB
989
Essex Savings Bank
Connecticut
$541K +$70.5K +3,000 +15%
MIC
990
Meridian Investment Counsel
California
$541K +$98.8K +4,200 +22%
ECG
991
Edge Capital Group
Georgia
$540K +$588 +25 +0.1%
SIC
992
Salem Investment Counselors
North Carolina
$538K -$537K -22,848 -50%
IC
993
Intersect Capital
California
$537K -$122K -5,175 -18%
GLLW
994
Graves Light Lenhart Wealth
Virginia
$534K -$89.3K -3,797 -14%
CCM
995
Chiron Capital Management
Florida
$533K +$533K +22,677 New
WEC
996
Winslow Evans & Crocker
Massachusetts
$529K -$42.8K -1,820 -7%
VNIM
997
Vaughan Nelson Investment Management
Texas
$528K – – –
NWS
998
Newport Wealth Strategies
California
$528K +$5.8K +246 +1%
CL
999
Choreo LLC
Illinois
$523K -$21.4K -912 -4%
WAM
1000
Wakefield Asset Management
Colorado
$523K +$2.33K +99 +0.4%
38 39
40
41 42