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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 %
FRA
1026
Front Row Advisors
California
$474K -$10.1K -356 -2%
IAN
1027
Integrated Advisors Network
Texas
$471K -$1.03M -43,866 -69%
TCBWMS
1028
Texas Capital Bank Wealth Management Services
Texas
$471K +$471K +20,052 New
PAWC
1029
P.A.W. Capital
Connecticut
$470K -$82.3K -3,500 -15%
HA
1030
Harbor Advisors
Florida
$470K – – –
JWM
1031
Jeppson Wealth Management
California
$470K +$470K +20,003 New
CT
1032
Cambridge Trust
Massachusetts
$467K +$54.1K +2,300 +13%
ICM
1033
Islay Capital Management
Texas
$465K -$137K -5,824 -23%
ACI
1034
Alpha Cubed Investments
California
$464K -$61.8K -2,628 -12%
Fisher Asset Management
1035
Fisher Asset Management
Washington
$462K -$198K -8,420 -30%
AA
1036
Ancora Advisors
Ohio
$462K -$21K -892 -4%
IAIM
1037
International Assets Investment Management
Florida
$461K -$270K -26,045 -37%
FBT
1038
First Bank & Trust
South Dakota
$461K -$3.46K -147 -0.7%
Lazard Asset Management
1039
Lazard Asset Management
New York
$460K +$166K +7,073 +57%
NICM
1040
Neo Ivy Capital Management
New York
$457K -$184K -7,821 -29%
HCM
1041
Highlander Capital Management
New Jersey
$456K – – –
MMPW
1042
Mitchell McLeod Pugh & Williams
Alabama
$455K +$1.04K +44 +0.2%
HS
1043
Haafor (Singapore)
Singapore
$454K +$454K +19,259 New
PCM
1044
Parsons Capital Management
Rhode Island
$453K -$87.1K -3,708 -16%
WAM
1045
Weatherly Asset Management
California
$453K -$18.8K -799 -4%
GCM
1046
Glynn Capital Management
California
$451K – – –
MA
1047
Montag & Associates
Georgia
$450K -$163K -6,950 -27%
LCM
1048
Logan Capital Management
Pennsylvania
$449K -$467K -19,898 -51%
BFEC
1049
Benjamin F. Edwards & Company
Missouri
$449K -$172K -7,333 -28%
BWAM
1050
Boyd Watterson Asset Management
Ohio
$449K -$1.53K -65 -0.3%
40 41
42
43 44