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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 %
CPIG
1051
Chicago Partners Investment Group
Illinois
$449K +$5.14K +233 +1%
CNC
1052
Canandaigua National Corp
New York
$447K -$121K -5,139 -21%
RG
1053
Rathbones Group
United Kingdom
$447K – – –
CFG
1054
Citizens Financial Group
Rhode Island
$444K -$123K -5,227 -22%
PCFFS
1055
Pacific Center for Financial Services
California
$441K -$306 -13 -0.1%
NCM
1056
Narwhal Capital Management
Georgia
$440K -$676K -28,762 -61%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$440K +$108K +4,612 +33%
CC
1058
Chicago Capital
Illinois
$439K +$941 +40 +0.2%
COF
1059
Capital One Financial
Virginia
$436K -$99.4K -4,227 -19%
QPWM
1060
Quadrant Private Wealth Management
Pennsylvania
$428K -$3.06K -130 -0.7%
JSL
1061
JT Stratford LLC
Georgia
$427K -$91.3K -3,880 -18%
BHBT
1062
Burke & Herbert Bank & Trust
Virginia
$427K -$6.57K -279 -2%
ROTUOC
1063
Regents of the University of California
California
$426K – – –
CC
1064
Courier Capital
New York
$425K -$77.7K -3,546 -15%
DIM
1065
Delta Investment Management
California
$423K -$72.4K -3,084 -15%
CPA
1066
Court Place Advisors
Maryland
$423K -$3.53K -150 -0.8%
EAM
1067
Evanson Asset Management
California
$420K +$28.3K +1,204 +7%
FI
1068
Fosun International
China
$419K +$233K +10,000 +125%
SA
1069
Strategic Advisors
New York
$416K -$257K -10,518 -38%
XF
1070
XML Financial
Maryland
$415K -$164K -6,968 -28%
HIA
1071
Harbor Investment Advisory
Maryland
$414K +$43.8K +1,861 +12%
TNBTD
1072
Trustmark National Bank Trust Department
Mississippi
$413K -$582K -24,770 -58%
TBA
1073
Tower Bridge Advisors
Pennsylvania
$413K – – –
HI
1074
Hudock Inc
Pennsylvania
$412K +$258 +11 +0.1%
GIA
1075
GHP Investment Advisors
Colorado
$411K -$204K -8,651 -33%
41 42
43
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