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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 %
ODCM
1051
Old Dominion Capital Management
Virginia
$614K -$33.9K -1,325 -5%
AC
1052
Abbrea Capital
California
$612K -$449K -17,543 -42%
CIM
1053
Chapman Investment Management
California
$610K – – –
DI
1054
DFPG Investments
Utah
$610K +$610K +24,947 New
SWM
1055
Shakespeare Wealth Management
Wisconsin
$607K -$55.7K -2,175 -8%
GT
1056
Greenleaf Trust
Michigan
$607K +$406K +15,860 +202%
JCM
1057
Janney Capital Management
Pennsylvania
$605K +$92.7K +3,622 +18%
BO
1058
BRR OpCo
Ohio
$604K +$39.8K +1,556 +7%
NCM
1059
Neumann Capital Management
California
$602K – – –
PAWC
1060
P.A.W. Capital
Connecticut
$602K +$154K +6,000 +34%
AGM
1061
Alpine Global Management
New York
$594K +$594K +23,208 New
CL
1062
Choreo LLC
Illinois
$593K -$18.9K -739 -3%
MMHP
1063
Murphy Middleton Hinkle & Parker
Georgia
$592K +$3.05K +119 +0.5%
PCM
1064
Parsons Capital Management
Rhode Island
$588K -$46.8K -1,831 -7%
FSA
1065
Franklin Street Advisors
North Carolina
$588K +$4.02K +157 +0.7%
ECG
1066
Edge Capital Group
Georgia
$587K -$15.3K -598 -3%
IIA
1067
IPG Investment Advisors
California
$587K +$380K +14,862 +184%
COF
1068
Capital One Financial
Virginia
$583K +$38.6K +1,508 +7%
CC
1069
Courier Capital
New York
$581K -$22.8K -901 -4%
IWA
1070
IBEX Wealth Advisors
New Jersey
$579K +$34.6K +1,352 +6%
VVP
1071
Venture Visionary Partners
Ohio
$578K +$263K +10,299 +84%
PIG
1072
Pantheon Investment Group
California
$577K -$1.17M -45,896 -67%
VNIM
1073
Vaughan Nelson Investment Management
Texas
$575K – – –
TMAM
1074
Tokio Marine Asset Management
Japan
$575K +$52.9K +2,066 +10%
GC
1075
GFG Capital
Florida
$575K +$575K +22,463 New
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43
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