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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 %
CIM
1051
Chapman Investment Management
California
$684K +$78.5K +2,736 +13%
AFG
1052
Albion Financial Group
Utah
$680K -$21.2K -740 -3%
GLLW
1053
Graves Light Lenhart Wealth
Virginia
$680K +$8.75K +305 +1%
WEC
1054
Winslow Evans & Crocker
Massachusetts
$680K +$41.2K +1,430 +6%
LFM
1055
Lumina Fund Management
New York
$680K +$680K +23,700 New
ALAM
1056
Asahi Life Asset Management
Japan
$679K +$400K +13,950 +144%
RWA
1057
RGT Wealth Advisors
Texas
$677K +$1.72K +60 +0.3%
EF
1058
Empirical Finance
Pennsylvania
$676K +$226K +7,882 +50%
NCM
1059
Neumann Capital Management
California
$675K – – –
ECG
1060
Edge Capital Group
Georgia
$675K +$30.6K +1,067 +5%
NAM
1061
NorthCoast Asset Management
Connecticut
$672K -$126K -4,391 -16%
HW
1062
Hedeker Wealth
Illinois
$672K +$21.9K +765 +3%
CWM
1063
Circle Wealth Management
New Jersey
$672K +$438K +15,240 +187%
WAM
1064
Weatherly Asset Management
California
$671K -$193K -6,746 -22%
CEP
1065
Chicago Equity Partners
Illinois
$671K -$63.1K -2,200 -9%
FSA
1066
Financial Sense Advisors
California
$669K -$4.68K -163 -0.7%
AI
1067
Accredited Investors
Minnesota
$668K +$8.33K +290 +1%
CFGS
1068
Concourse Financial Group Securities
Alabama
$665K +$117K +4,081 +21%
PA
1069
PSI Advisors
Florida
$663K +$269K +9,380 +68%
MMHP
1070
Murphy Middleton Hinkle & Parker
Georgia
$661K -$4.31K -150 -0.6%
GTAM
1071
Global Trust Asset Management
Florida
$658K +$636K +21,260 +2,869%
MIA
1072
MainStreet Investment Advisors
Illinois
$657K +$657K +22,887 New
MC
1073
Moors & Cabot
Massachusetts
$656K +$21.9K +764 +3%
FMT
1074
First Mercantile Trust
Tennessee
$654K -$149K -5,182 -19%
FSA
1075
Franklin Street Advisors
North Carolina
$654K -$23.8K -831 -4%
41 42
43
44 45