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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 %
EF
1001
Empirical Finance
Pennsylvania
$683K +$79.8K +3,118 +13%
FM
1002
Foster & Motley
Ohio
$679K -$158K -6,187 -19%
S
1003
Seeyond
France
$679K -$117K -4,560 -15%
NB
1004
Nicolet Bankshares
Wisconsin
$678K -$41.9K -1,638 -6%
BWP
1005
Baldwin Wealth Partners
Massachusetts
$678K -$10.2K -400 -1%
DBT
1006
Dubuque Bank & Trust
Iowa
$678K -$3.53K -138 -0.5%
GLLW
1007
Graves Light Lenhart Wealth
Virginia
$678K +$71.8K +2,805 +12%
BFEC
1008
Benjamin F. Edwards & Company
Missouri
$676K -$75.3K -2,945 -10%
BONST
1009
Bank of Nova Scotia Trust
Ontario, Canada
$674K -$22K -860 -3%
HT
1010
HighTower Trust
Texas
$673K +$52.6K +2,056 +8%
AP
1011
Appleton Partners
Massachusetts
$670K -$116K -4,529 -15%
GIA
1012
GHP Investment Advisors
Colorado
$669K -$91.1K -3,557 -12%
MA
1013
Montag & Associates
Georgia
$668K -$331K -12,927 -33%
CRC
1014
Curi RMB Capital
Illinois
$663K -$39.9K -1,559 -6%
CA
1015
Cambridge Advisors
Nebraska
$662K -$3.84K -150 -0.6%
CCM
1016
Carlson Capital Management
Minnesota
$662K +$102K +4,011 +18%
ANRIA
1017
American National Registered Investment Advisor
Texas
$661K – – –
HW
1018
Hedeker Wealth
Illinois
$661K +$61.8K +2,415 +10%
NEWAS
1019
N.E.W. Advisory Services
Wisconsin
$661K +$661K +25,818 New
SYBT
1020
Stock Yards Bank & Trust
Kentucky
$660K -$21.5K -840 -3%
MAFM
1021
Mid Atlantic Financial Management
Pennsylvania
$657K -$64.8K -2,533 -9%
AIM
1022
Aspen Investment Management
Michigan
$656K -$3.97K -155 -0.6%
ICM
1023
Islay Capital Management
Texas
$655K -$4.48K -175 -0.7%
RM
1024
Resource Management
Louisiana
$654K -$237K -9,265 -27%
BCCM
1025
Bridge Creek Capital Management
Massachusetts
$654K -$99.4K -3,883 -13%
39 40
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