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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
1151
L.J. Altfest & Co
New York
$338K +$26.5K +1,128 +9%
AF
1152
Alerus Financial
North Dakota
$336K -$2.61M -111,117 -89%
FLPIM
1153
F.L. Putnam Investment Management
Massachusetts
$336K -$2.98K -127 -0.9%
PP
1154
Professional Planning
California
$335K +$59.8K +2,544 +22%
GA
1155
Greytown Advisors
Florida
$333K -$49.3K -2,102 -13%
JIC
1156
Joel Isaacson & Co
New York
$332K -$70.2K -2,985 -17%
LF
1157
Lantz Financial
Illinois
$330K -$121K -5,164 -27%
TP
1158
Truvvo Partners
New York
$330K -$29.8K -1,269 -8%
DP
1159
Denver PWM
Colorado
$330K – – –
CC
1160
Cannell & Co
New York
$329K – – –
AIM
1161
Anchor Investment Management
South Carolina
$328K -$61.8K -2,630 -16%
SFO
1162
Stokes Family Office
Louisiana
$328K -$146K -6,212 -31%
AIM
1163
Acropolis Investment Management
Missouri
$328K -$85.8K -3,645 -21%
CCMG
1164
Clark Capital Management Group
Pennsylvania
$328K -$939 -40 -0.3%
TCPWM
1165
Traverso Chambers Private Wealth Management
California
$327K -$2.35K -100 -0.7%
SHJ
1166
Sharkey, Howes & Javer
Colorado
$327K +$59.2K +2,517 +22%
SYBT
1167
Stock Yards Bank & Trust
Kentucky
$325K -$281K -11,940 -46%
CA
1168
Calton & Associates
Florida
$325K -$84.4K -3,590 -21%
HKIM
1169
Hayek Kallen Investment Management
Alabama
$325K -$141 -6 -0%
SAM
1170
Sawgrass Asset Management
Florida
$325K – – –
PWW
1171
Pettyjohn Wood & White
Virginia
$324K -$75.5K -3,214 -19%
RWA
1172
RGT Wealth Advisors
Texas
$324K +$4.3K +183 +1%
PCA
1173
Providence Capital Advisors
North Carolina
$324K +$77.6K +3,300 +32%
TYCC
1174
Texas Yale Capital Corp
Florida
$322K -$46.4K -1,970 -13%
CIM
1175
Cambria Investment Management
California
$322K +$8.26K +351 +3%
45 46
47
48 49