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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 %
GPA
1226
Garrison Point Advisors
California
$459K -$22.9K -800 -5%
SBA
1227
Secrest Blakey & Associates
North Carolina
$459K -$21.4K -745 -4%
JA
1228
JOYN Advisors
Georgia
$458K +$243K +8,454 +113%
CBN
1229
Cadence Bank NA
Texas
$456K -$11.6K -406 -2%
BIC
1230
Beach Investment Counsel
Pennsylvania
$452K – – –
AIM
1231
Axiom Investment Management
New York
$449K +$449K +15,662 New
NIM
1232
Nexus Investment Management
Ontario, Canada
$448K -$129K -4,500 -22%
XSC
1233
X-Square Capital
Puerto Rico
$446K +$154K +5,352 +53%
LOAMS
1234
Lombard Odier Asset Management (Switzerland)
Switzerland
$445K +$58K +2,022 +15%
MAA
1235
Mraz Amerine & Associates
California
$444K +$3.85K +134 +0.9%
PVH
1236
Psagot Value Holdings
Israel
$440K -$10.2M -354,246 -96%
WWM
1237
Windsor Wealth Management
Indiana
$440K +$15.8K +551 +4%
CP
1238
Cumberland Partners
Ontario, Canada
$439K -$3.46M -120,400 -89%
NWP
1239
Northstar Wealth Partners
Connecticut
$439K -$105K -3,650 -19%
CCMG
1240
Clark Capital Management Group
Pennsylvania
$439K -$52.5K -1,829 -11%
VHAM
1241
Van Hulzen Asset Management
California
$437K -$685K -23,847 -61%
PIA
1242
Perennial Investment Advisors
California
$435K +$435K +15,221 New
SLF
1243
Sun Life Financial
Ontario, Canada
$433K +$21.7K +755 +5%
SWM
1244
Strategic Wealth Management
Washington
$433K +$433K +15,071 New
CC
1245
Chicago Capital
Illinois
$432K -$33K -1,150 -7%
FFS
1246
Founders Financial Securities
Maryland
$432K +$4.25K +148 +1%
CA
1247
Calton & Associates
Florida
$431K -$5.91K -206 -1%
FLPIM
1248
F.L. Putnam Investment Management
Massachusetts
$430K -$98K -3,414 -19%
PHS
1249
Pekin Hardy Strauss
Illinois
$430K -$4.28K -149 -1%
OA
1250
Oxbow Advisors
Texas
$428K -$790K -27,534 -65%
48 49
50
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