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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 %
RIA
1101
Realta Investment Advisors
Delaware
$619K +$89.5K +3,118 +17%
AC
1102
Avenir Corporation
Virginia
$618K -$145K -5,060 -19%
OIS
1103
Okabena Investment Services
Minnesota
$618K -$12.9K -450 -2%
IAIM
1104
International Assets Investment Management
Florida
$618K +$618K +70,832 New
FTC
1105
Farmers Trust Company
Ohio
$616K -$3.1K -108 -0.5%
SSB
1106
Sandy Spring Bank
Maryland
$614K -$43.3K -1,506 -7%
WCA
1107
Windsor Creek Advisors
Vermont
$614K +$614K +21,400 New
TBA
1108
Tower Bridge Advisors
Pennsylvania
$613K – – –
FBT
1109
First Bank & Trust
South Dakota
$612K -$14.9K -519 -2%
IWA
1110
IBEX Wealth Advisors
New Jersey
$610K +$16K +559 +3%
COF
1111
Capital One Financial
Virginia
$610K +$610K +21,261 New
AWE
1112
Avidian Wealth Enterprises
Texas
$609K +$474K +16,517 +350%
TIM
1113
Triad Investment Management
California
$608K – – –
MS
1114
Maven Securities
Jersey
$607K +$607K +21,160 New
SIM
1115
Sonora Investment Management
Arizona
$606K +$43.5K +1,514 +8%
NERM
1116
New England Research & Management
Illinois
$605K +$310K +10,800 +105%
SIC
1117
SFE Investment Counsel
California
$604K -$90.4K -3,147 -13%
CWM
1118
Confluence Wealth Management
Oregon
$604K +$424K +14,779 +236%
LF
1119
Lantz Financial
Illinois
$603K +$59K +2,057 +11%
GJCM
1120
Grand Jean Capital Management
California
$601K -$1.65M -57,560 -73%
TH
1121
Timber Hill
Connecticut
$597K – – –
ESB
1122
Essex Savings Bank
Connecticut
$596K -$362K -12,617 -38%
QSS
1123
Quantitative Systematic Strategies
Florida
$595K +$595K +20,715 New
AIM
1124
Anchor Investment Management
South Carolina
$593K -$112K -3,887 -16%
CCM
1125
Carlson Capital Management
Minnesota
$592K -$97.2K -3,611 -14%
43 44
45
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