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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 %
DIM
1101
Delta Investment Management
California
$540K -$105K -4,093 -16%
RAM
1102
Redmond Asset Management
Virginia
$540K -$22.8K -892 -4%
TCA
1103
Transcend Capital Advisors
New Jersey
$534K -$706K -27,604 -57%
AA
1104
Ancora Advisors
Ohio
$526K -$268K -10,469 -34%
IFG
1105
Investors Financial Group
Minnesota
$525K +$24K +939 +5%
FAM
1106
Formidable Asset Management
Ohio
$524K +$524K +20,595 New
TAM
1107
Tradition Asset Management
Virginia
$523K -$1.84M -71,875 -78%
IA
1108
IFG Advisory
Georgia
$523K +$8.16K +319 +2%
PM
1109
Parametrica Management
Hong Kong
$518K +$518K +20,250 New
FWM
1110
Foresight Wealth Management
Utah
$517K +$42.1K +1,642 +9%
SFO
1111
Stokes Family Office
Louisiana
$516K -$1.13M -44,071 -69%
WAM
1112
Weatherly Asset Management
California
$514K -$85.2K -3,325 -14%
ESB
1113
Essex Savings Bank
Connecticut
$513K -$18.9K -739 -4%
CPIG
1114
Chicago Partners Investment Group
Illinois
$513K +$44.6K +1,750 +10%
BCA
1115
Bay Colony Advisors
Massachusetts
$513K +$52.7K +2,060 +11%
HA
1116
Harbor Advisors
Florida
$512K +$256K +10,000 +100%
MRCM
1117
M&R Capital Management
New Jersey
$506K -$527K -20,613 -51%
MIAN
1118
Mariner Independent Advisor Network
Kansas
$505K -$1.15M -45,688 -69%
FBT
1119
First Bank & Trust
South Dakota
$505K -$40.3K -1,576 -7%
FFA
1120
First Foundation Advisors
California
$503K -$5.92K -231 -1%
FLI
1121
Family Legacy Inc
South Carolina
$502K -$142K -5,558 -22%
AIIMS
1122
Analyst IMS Investment Management Services
Israel
$502K +$134K +5,219 +36%
IAMOG
1123
Investors Asset Management of Georgia
Georgia
$497K +$45.8K +1,789 +10%
HCM
1124
Highlander Capital Management
New Jersey
$496K +$161K +6,300 +48%
APF
1125
Alaska Permanent Fund
Alaska
$495K – – –
43 44
45
46 47