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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 %
SCA
1076
Sippican Capital Advisors
Massachusetts
$653K -$16.5K -574 -2%
MBT
1077
Montecito Bank & Trust
California
$653K +$14.2K +494 +2%
FMWA
1078
Forvis Mazars Wealth Advisors
Missouri
$648K -$570K -19,884 -47%
CP
1079
Covenant Partners
Tennessee
$647K +$19K +662 +3%
TI
1080
Truehand Inc
New Hampshire
$647K +$52.4K +1,825 +9%
MSR
1081
Main Street Research
Connecticut
$646K -$4.34K -151 -0.7%
VNIM
1082
Vaughan Nelson Investment Management
Texas
$644K – – –
S
1083
SignatureFD
Georgia
$642K -$273K -9,523 -30%
CC
1084
Courier Capital
New York
$640K -$5.13K -191 -0.8%
MFG
1085
Magnus Financial Group
New York
$640K +$322K +11,204 +101%
HC
1086
HNP Capital
New York
$640K +$640K +23,847 New
HFA
1087
HC Financial Advisors
California
$639K -$61.3K -2,135 -9%
BEC
1088
Blue Edge Capital
Virginia
$638K +$204K +7,121 +47%
JHCP
1089
Jackson Hole Capital Partners
Oklahoma
$637K +$262K +9,129 +70%
QCMC
1090
Quantum Capital Management (California)
California
$636K -$46.4K -1,617 -7%
IRC
1091
Investors Research Corp
Georgia
$635K +$420K +14,625 +195%
TG
1092
TCW Group
California
$634K -$132K -4,600 -17%
BO
1093
BRR OpCo
Ohio
$633K -$16.8K -586 -3%
GJIC
1094
Gamble Jones Investment Counsel
California
$631K -$8.87K -309 -1%
RAM
1095
Redmond Asset Management
Virginia
$631K +$3.73K +130 +0.6%
NNP
1096
Nachman Norwood & Parrott
South Carolina
$629K +$118K +4,112 +23%
TIM
1097
Thornburg Investment Management
New Mexico
$628K – – –
JIC
1098
Joel Isaacson & Co
New York
$625K -$832K -28,982 -57%
TAIM
1099
TD Ameritrade Investment Management
Nebraska
$623K -$103K -3,577 -14%
FPCG
1100
Fort Pitt Capital Group
Pennsylvania
$620K +$231K +8,066 +60%
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