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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 %
CIC
1176
Crawford Investment Counsel
Georgia
$438K -$186K -7,262 -30%
JIC
1177
Joel Isaacson & Co
New York
$438K -$120K -4,670 -21%
EFS
1178
Essex Financial Services
Connecticut
$436K -$70.8K -2,764 -14%
PWW
1179
Pettyjohn Wood & White
Virginia
$435K -$36.2K -1,414 -8%
FSA
1180
Fort Sheridan Advisors
Illinois
$435K -$17.5K -684 -4%
FRA
1181
Front Row Advisors
California
$435K -$7.37K -288 -2%
BG
1182
Bollard Group
Massachusetts
$434K -$477K -18,628 -52%
CWM
1183
Cornerstone Wealth Management
Missouri
$434K +$126K +4,924 +41%
NSAM
1184
North Star Asset Management
Wisconsin
$432K -$45.7K -1,785 -10%
XSC
1185
X-Square Capital
Puerto Rico
$432K +$34.6K +1,351 +9%
RI
1186
Ridgewood Investments
New Jersey
$431K -$85.8K -3,349 -17%
NERM
1187
New England Research & Management
Illinois
$427K -$113K -4,400 -21%
FPB
1188
First PREMIER Bank
South Dakota
$427K -$25.2K -985 -6%
EAM
1189
Evanson Asset Management
California
$427K +$4.92K +192 +1%
KMWM
1190
Keudell/Morrison Wealth Management
Oregon
$426K -$22.1K -865 -5%
CT
1191
Cambridge Trust
Massachusetts
$426K +$20.1K +830 +5%
WWM
1192
Windsor Wealth Management
Indiana
$426K +$33.3K +1,301 +8%
CWM
1193
Centric Wealth Management
Illinois
$426K +$426K +16,638 New
AIC
1194
Archer Investment Corporation
Indiana
$425K +$229K +8,950 +117%
BCM
1195
Becker Capital Management
Oregon
$425K -$19.6M -763,815 -98%
AIM
1196
Anchor Investment Management
South Carolina
$425K -$104K -4,066 -20%
HWA
1197
HCR Wealth Advisors
California
$423K -$31.5K -1,243 -7%
SIM
1198
Sonora Investment Management
Arizona
$422K -$118K -4,619 -22%
FIB
1199
First Interstate Bank
Montana
$421K -$241K -9,438 -36%
SBA
1200
Secrest Blakey & Associates
North Carolina
$421K +$12.3K +480 +3%
46 47
48
49 50