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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 %
GFP
1126
Gryphon Financial Partners
Ohio
$591K -$80.2K -2,794 -12%
SC
1127
SouthState Corp
Florida
$591K +$65K +2,265 +12%
BDS
1128
Banco de Sabadell
Florida
$591K +$212K +7,250 +56%
FWM
1129
Fairhaven Wealth Management
Illinois
$591K +$303K +10,551 +105%
BCV
1130
Banque Cantonale Vaudoise
Switzerland
$590K -$610K -21,258 -51%
SFM
1131
Signet Financial Management
New Jersey
$589K -$36.1K -1,500 -6%
DLA
1132
Douglas Lane & Associates
New York
$588K -$79K -2,751 -12%
EWM
1133
Endurance Wealth Management
Rhode Island
$585K -$50.3K -1,754 -8%
TMAM
1134
Tokio Marine Asset Management
Japan
$585K +$46.1K +1,604 +9%
RI
1135
Ridgewood Investments
New Jersey
$579K +$116K +4,029 +25%
IA
1136
IFG Advisory
Georgia
$577K +$76.5K +2,669 +15%
FB
1137
Fulton Bank
Pennsylvania
$576K +$30.1K +1,052 +6%
KFC
1138
Klingenstein Fields & Co
New York
$575K -$182K -6,343 -24%
JCM
1139
Janney Capital Management
Pennsylvania
$574K +$77.2K +2,691 +16%
BPA
1140
Beacon Pointe Advisors
California
$571K +$216K +7,567 +61%
CA
1141
Claro Advisors
Massachusetts
$571K +$320K +11,145 +127%
FFA
1142
First Foundation Advisors
California
$570K +$22.6K +789 +4%
LA
1143
LexAurum Advisors
Kansas
$569K +$10.6K +368 +2%
EFS
1144
Essex Financial Services
Connecticut
$568K -$689K -24,003 -55%
OWP
1145
Obermeyer Wealth Partners
Colorado
$562K -$45.6K -1,588 -8%
IFG
1146
Investors Financial Group
Minnesota
$561K -$4.45K -155 -0.8%
HBT
1147
Hills Bank & Trust
Iowa
$556K -$356K -12,420 -39%
APF
1148
Alaska Permanent Fund
Alaska
$555K +$555K +19,340 New
ECM
1149
ExodusPoint Capital Management
New York
$553K -$6.08M -211,817 -92%
BHWM
1150
Bar Harbor Wealth Management
New Hampshire
$550K -$107K -3,730 -16%
44 45
46
47 48