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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 %
KMWM
1201
Keudell/Morrison Wealth Management
Oregon
$503K +$15.2K +528 +3%
FRA
1202
Front Row Advisors
California
$502K +$23.9K +823 +5%
PAWC
1203
P.A.W. Capital
Connecticut
$502K +$158K +5,500 +46%
FCCM
1204
First City Capital Management
Georgia
$501K +$13.1K +457 +3%
OWD
1205
Osborn Williams & Donohoe
Ohio
$500K -$473K -16,490 -49%
QCIG
1206
Quad-Cities Investment Group
Iowa
$499K +$115 +4 +0%
NFC
1207
Northeast Financial Consultants
Connecticut
$499K +$37.9K +1,319 +8%
PWPS
1208
Pinnacle Wealth Planning Services
Ohio
$497K +$71.3K +2,491 +17%
ATPW
1209
Ashton Thomas Private Wealth
Arizona
$495K -$4.53K -158 -0.9%
NSIM
1210
North Star Investment Management
Illinois
$494K – – –
MBTD
1211
Mechanics Bank - Trust Department
California
$492K -$3.84K -134 -0.8%
WAM
1212
Wakefield Asset Management
Colorado
$492K +$492K +17,128 New
MA
1213
Modus Advisors
Minnesota
$489K +$199K +6,922 +68%
FNBSF
1214
First National Bank Sioux Falls
South Dakota
$488K +$23.4K +817 +5%
AIA
1215
Arbor Investment Advisors
North Carolina
$487K -$230 -8 -0%
MFG
1216
MidWestOne Financial Group
Iowa
$483K -$13.6K -476 -3%
BAC
1217
Boys Arnold & Co
North Carolina
$482K -$144K -5,034 -23%
CT
1218
Cambridge Trust
Massachusetts
$481K -$195K -6,783 -29%
EAM
1219
Evanson Asset Management
California
$473K +$29 +1 +0%
IBOK
1220
Independence Bank of Kentucky
Kentucky
$470K -$64.4K -2,244 -12%
KJHP
1221
K.J. Harrison & Partners
Ontario, Canada
$470K +$106K +3,700 +29%
NPA
1222
Nichols & Pratt Advisers
Massachusetts
$467K +$5.74K +200 +1%
SMFS
1223
Squar Milner Financial Services
California
$464K +$67.8K +2,364 +17%
CIM
1224
Cambria Investment Management
California
$463K -$111K -3,861 -19%
PCG
1225
Private Capital Group
Connecticut
$460K +$37.3K +1,300 +9%
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