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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 %
CCM
1126
Coldstream Capital Management
Washington
$495K +$113K +4,414 +30%
MMPW
1127
Mitchell McLeod Pugh & Williams
Alabama
$494K -$155K -6,060 -24%
LF
1128
Lantz Financial
Illinois
$492K -$46K -1,795 -9%
KFC
1129
Klingenstein Fields & Co
New York
$492K -$21K -821 -4%
CIS
1130
Capital International Sarl
California
$492K +$200K +7,791 +68%
WWM
1131
Western Wealth Management
Colorado
$491K -$26 -1 -0%
GCM
1132
Glynn Capital Management
California
$491K – – –
BWAM
1133
Boyd Watterson Asset Management
Ohio
$491K +$25.6K +1,000 +6%
QCMC
1134
Quantum Capital Management (California)
California
$488K -$78.8K -3,079 -14%
RG
1135
Rathbones Group
United Kingdom
$487K +$5.12K +200 +1%
OWP
1136
Obermeyer Wealth Partners
Colorado
$486K -$15.4K -600 -3%
QCIG
1137
Quad-Cities Investment Group
Iowa
$486K +$40.5K +1,581 +9%
AIL
1138
AGF Investments LLC
Ontario, Canada
$483K -$554K -21,641 -53%
FSA
1139
Financial Sense Advisors
California
$482K -$115K -4,501 -19%
MIC
1140
Meridian Investment Counsel
California
$481K – – –
PCFFS
1141
Pacific Center for Financial Services
California
$481K +$175K +6,831 +57%
CA
1142
Claro Advisors
Massachusetts
$479K -$30.7K -1,198 -6%
CF
1143
Centaurus Financial
California
$479K +$337K +13,164 +237%
CC
1144
Chicago Capital
Illinois
$477K +$91.6K +3,576 +24%
WB
1145
Webster Bank
Connecticut
$476K +$1.41K +55 +0.3%
CIS
1146
Connors Investor Services
Pennsylvania
$474K -$237K -9,250 -33%
BC
1147
Burney Company
Virginia
$474K +$844 +33 +0.2%
CIAS
1148
Capital Investment Advisory Services
North Carolina
$474K +$11.8K +461 +3%
MGIA
1149
Moneta Group Investment Advisors
Missouri
$473K +$19K +742 +4%
BHBT
1150
Burke & Herbert Bank & Trust
Virginia
$472K -$15.2K -592 -3%
44 45
46
47 48