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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 %
FMBTD
1076
First Midwest Bank Trust Division
Illinois
$574K -$172K -6,711 -23%
ACI
1077
Alpha Cubed Investments
California
$572K -$176K -6,895 -24%
MBT
1078
Montecito Bank & Trust
California
$570K -$11.9K -465 -2%
NAM
1079
NorthCoast Asset Management
Connecticut
$568K -$30.7K -1,200 -5%
SCA
1080
Sippican Capital Advisors
Massachusetts
$568K -$14.1K -550 -2%
S
1081
SignatureFD
Georgia
$568K -$4.45K -174 -0.8%
IRC
1082
Investors Research Corp
Georgia
$567K – – –
WAM
1083
Wakefield Asset Management
Colorado
$567K +$129K +5,035 +29%
NWS
1084
Newport Wealth Strategies
California
$567K +$567K +22,165 New
WANY
1085
Wealthspire Advisors (New York)
New York
$566K -$376K -14,671 -40%
JSL
1086
JT Stratford LLC
Georgia
$564K +$564K +22,022 New
HFA
1087
HC Financial Advisors
California
$560K -$9.21K -360 -2%
TIM
1088
Thornburg Investment Management
New Mexico
$560K – – –
TI
1089
Truehand Inc
New Hampshire
$559K -$18K -702 -3%
TCM
1090
Twin Capital Management
Pennsylvania
$556K -$1.71M -66,911 -76%
WAM
1091
Wealthspire Advisors (Maryland)
Maryland
$556K -$65.9K -2,575 -11%
AC
1092
Avenir Corporation
Virginia
$552K – – –
GCP
1093
GSA Capital Partners
United Kingdom
$552K +$213K +8,303 +63%
IAIM
1094
International Assets Investment Management
Florida
$551K -$2.42K -310 -0.4%
CA
1095
Cumberland Advisors
Florida
$548K +$548K +21,400 New
FNBT
1096
FineMark National Bank & Trust
Florida
$544K -$228K -8,911 -30%
FPCG
1097
Fort Pitt Capital Group
Pennsylvania
$544K -$9.19K -359 -2%
PAS
1098
Park Avenue Securities
New York
$544K +$544K +21,255 New
MCM
1099
Manchester Capital Management
Vermont
$543K +$295K +11,517 +119%
TIM
1100
Triad Investment Management
California
$542K – – –
42 43
44
45 46