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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 %
HH
1001
Hilltop Holdings
Texas
$790K +$142K +4,943 +22%
CRC
1002
Curi RMB Capital
Illinois
$788K -$165K -5,747 -17%
BMA
1003
Brooks Moore & Associates
Tennessee
$784K +$177K +6,180 +29%
IC
1004
Intersect Capital
California
$782K -$97.2K -3,386 -11%
ICM
1005
IMS Capital Management
Oregon
$782K +$462K +16,100 +145%
BONST
1006
Bank of Nova Scotia Trust
Ontario, Canada
$780K +$4.82K +168 +0.6%
PFM
1007
Parsec Financial Management
North Carolina
$779K -$229K -7,968 -23%
BPCA
1008
Bank Pictet & Cie (Asia)
Singapore
$779K -$55.8K -1,946 -7%
CC
1009
Cannell & Co
New York
$774K -$9.04K -315 -1%
TPWA
1010
TRUE Private Wealth Advisors
Oregon
$773K -$216K -7,526 -22%
BWP
1011
Baldwin Wealth Partners
Massachusetts
$771K -$149K -5,200 -16%
VIA
1012
Vident Investment Advisory
Georgia
$769K +$80.5K +2,806 +12%
SBIA
1013
Sheaff Brock Investment Advisors
Indiana
$768K -$220K -7,655 -22%
CFG
1014
Citizens Financial Group
Rhode Island
$765K -$158K -5,503 -17%
SYBT
1015
Stock Yards Bank & Trust
Kentucky
$764K -$2.99K -104 -0.4%
PPW
1016
Parcion Private Wealth
Washington
$764K +$16.2K +565 +2%
DBT
1017
Dubuque Bank & Trust
Iowa
$764K +$73.1K +2,549 +11%
ST
1018
Sabal Trust
Florida
$757K -$16M -556,204 -95%
JG
1019
Jefferies Group
New York
$756K -$29.7K -1,034 -4%
CC
1020
Centiva Capital
New York
$755K +$755K +26,293 New
SSG
1021
Summit Securities Group
New York
$752K -$5.02M -174,900 -87%
HB
1022
Homrich & Berg
Georgia
$748K -$567K -19,759 -43%
CA
1023
Cambridge Advisors
Nebraska
$746K -$58K -2,022 -7%
CIP
1024
Cornerstone Investment Partners
Georgia
$745K +$324K +11,305 +77%
FHA
1025
First Horizon Advisors
Tennessee
$744K -$3.98K -139 -0.5%
39 40
41
42 43