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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 %
SWM
1026
Shakespeare Wealth Management
Wisconsin
$743K +$62.5K +2,175 +9%
FIB
1027
First Interstate Bank
Montana
$743K +$230K +8,013 +45%
ANRIA
1028
American National Registered Investment Advisor
Texas
$741K -$1.43K -50 -0.2%
AA
1029
Argent Advisors
Louisiana
$741K +$734K +25,597 +10,846%
ICM
1030
Islay Capital Management
Texas
$740K +$490K +17,073 +196%
AIM
1031
Aspen Investment Management
Michigan
$739K +$319K +11,110 +76%
MA
1032
Mutual Advisors
Nebraska
$732K +$16.4K +570 +2%
RB
1033
Rodgers Brothers
Pennsylvania
$730K +$730K +25,442 New
MMPW
1034
Mitchell McLeod Pugh & Williams
Alabama
$728K -$14.6K -508 -2%
ODCM
1035
Old Dominion Capital Management
Virginia
$726K -$189K -6,575 -21%
DIM
1036
Delta Investment Management
California
$723K -$2.59M -90,251 -78%
FLI
1037
Family Legacy Inc
South Carolina
$722K -$31.6K -1,100 -4%
IC
1038
InterOcean Capital
Illinois
$721K +$38.2K +1,330 +6%
CWP
1039
Capital Wealth Planning
Florida
$715K +$17.1K +595 +2%
RCAG
1040
Rehmann Capital Advisory Group
Michigan
$714K +$714K +24,880 New
PCM
1041
Parsons Capital Management
Rhode Island
$712K +$66K +2,300 +10%
GA
1042
Greytown Advisors
Florida
$704K +$183K +6,375 +35%
CIC
1043
Crawford Investment Counsel
Georgia
$699K -$5.22M -181,946 -88%
PA
1044
Parallel Advisors
California
$698K -$429K -14,947 -38%
HAG
1045
HighPoint Advisor Group
Illinois
$698K -$202K -7,492 -22%
WAM
1046
Wealthspire Advisors (Maryland)
Maryland
$698K -$212K -7,395 -23%
HIC
1047
Holderness Investments Company
North Carolina
$697K -$12.1K -422 -2%
HT
1048
HighTower Trust
Texas
$695K +$146K +5,087 +27%
OI
1049
Oakbrook Investments
Illinois
$692K -$1.39M -48,455 -67%
CL
1050
Choreo LLC
Illinois
$686K -$152K -5,296 -18%
40 41
42
43 44