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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 %
JFA
1251
JNBA Financial Advisors
Minnesota
$370K -$2.71K -106 -0.7%
BI
1252
Ballast Inc
Kentucky
$370K +$67.5K +2,638 +22%
FLPIM
1253
F.L. Putnam Investment Management
Massachusetts
$369K -$14.3K -560 -4%
HCM
1254
Hollencrest Capital Management
California
$368K -$92.1K -3,600 -20%
CPA
1255
Clear Perspective Advisors
Illinois
$366K -$124K -4,845 -25%
LSAG
1256
Lake Street Advisors Group
New Hampshire
$366K +$74.9K +2,928 +26%
9WM
1257
9258 Wealth Management
Ohio
$365K -$11.3K -442 -3%
PP
1258
Pegasus Partners
Wisconsin
$362K +$43.2K +1,686 +14%
PWPS
1259
Pinnacle Wealth Planning Services
Ohio
$361K -$83.1K -3,251 -19%
IIM
1260
Ipswich Investment Management
Massachusetts
$361K -$20.5K -800 -5%
CCMG
1261
Clark Capital Management Group
Pennsylvania
$359K -$32.9K -1,282 -8%
TCPWM
1262
Traverso Chambers Private Wealth Management
California
$359K +$6.56K +256 +2%
DP
1263
Denver PWM
Colorado
$359K +$63.1K +2,463 +21%
CC
1264
Cannell & Co
New York
$358K -$333K -12,986 -48%
BHWM
1265
Bar Harbor Wealth Management
New Hampshire
$357K -$133K -5,206 -27%
SWA
1266
Stratos Wealth Advisors
Ohio
$356K +$356K +13,915 New
SAM
1267
Sawgrass Asset Management
Florida
$354K – – –
HKIM
1268
Hayek Kallen Investment Management
Alabama
$354K +$19.4K +757 +6%
ITIM
1269
Indiana Trust & Investment Management
Indiana
$353K -$18.8K -735 -5%
LOAMS
1270
Lombard Odier Asset Management (Switzerland)
Switzerland
$352K -$44.7K -1,747 -11%
JWCA
1271
J.W. Cole Advisors
Florida
$352K +$352K +13,736 New
KJWM
1272
Kiley Juergens Wealth Management
Washington
$351K -$5.99K -234 -2%
GSWM
1273
Golden State Wealth Management
California
$351K +$243K +6,362 +225%
GWS
1274
Glassman Wealth Services
Virginia
$350K -$28.1K -1,097 -7%
QCG
1275
Quadrant Capital Group
Ohio
$350K -$23.2K -906 -6%
49 50
51
52 53