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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 %
IAN
1151
Integrated Advisors Network
Texas
$550K -$79.3K -2,762 -13%
GCM
1152
Glynn Capital Management
California
$550K – – –
CPA
1153
Clear Perspective Advisors
Illinois
$549K -$211K -7,361 -28%
WWM
1154
Western Wealth Management
Colorado
$547K +$199K +6,971 +57%
BHBT
1155
Burke & Herbert Bank & Trust
Virginia
$546K -$2.73K -95 -0.5%
EH
1156
Equitable Holdings
New York
$546K +$188K +6,541 +52%
VWM
1157
Vigilare Wealth Management
Arizona
$545K +$86.1K +3,000 +19%
MAM
1158
Meeder Asset Management
Ohio
$544K -$366K -12,757 -40%
CIM
1159
Chiron Investment Management
New York
$544K +$544K +18,965 New
DAM
1160
Doheny Asset Management
California
$542K – – –
MHS
1161
M Holdings Securities
Oregon
$542K +$542K +18,899 New
CG
1162
Caprock Group
Idaho
$541K -$206K -7,167 -28%
RG
1163
Rathbones Group
United Kingdom
$540K -$281K -9,802 -34%
TFO
1164
Tarbox Family Office
California
$540K +$16.4K +572 +3%
MGWM
1165
Marks Group Wealth Management
Minnesota
$540K +$62.1K +2,159 +13%
MIC
1166
Meridian Investment Counsel
California
$539K +$48.8K +1,700 +10%
SIC
1167
Shoker Investment Counsel
Ohio
$538K +$85.7K +2,987 +19%
NSAM
1168
North Star Asset Management
Wisconsin
$535K -$84.6K -2,950 -14%
IA
1169
IFP Advisors
Florida
$533K +$66.6K +2,172 +14%
WB
1170
Webster Bank
Connecticut
$532K -$1.67K -58 -0.3%
FWM
1171
Foresight Wealth Management
Utah
$532K – – –
BC
1172
Burney Company
Virginia
$531K -$49K -1,705 -8%
ADL
1173
Asset Dedication LLC
California
$531K +$77.8K +2,739 +17%
RDWM
1174
Red Door Wealth Management
Tennessee
$530K +$40.6K +1,416 +8%
PWW
1175
Pettyjohn Wood & White
Virginia
$529K -$16.8K -586 -3%
45 46
47
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