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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 %
AIM
1276
Acropolis Investment Management
Missouri
$405K -$17.9K -625 -4%
AWM
1277
Altavista Wealth Management
North Carolina
$404K -$36.6K -1,277 -8%
NIT
1278
NumerixS Investment Technologies
British Columbia, Canada
$402K +$402K +14,000 New
NIA
1279
Northstar Investment Advisors
Colorado
$401K +$23K +800 +6%
AHB
1280
Abner Herrman & Brock
New Jersey
$401K +$46.8K +1,634 +13%
KJWM
1281
Kiley Juergens Wealth Management
Washington
$400K +$7.22K +252 +2%
DAS
1282
Dynamic Advisor Solutions
Arizona
$399K -$386K -13,445 -49%
BCM
1283
BTR Capital Management
California
$398K -$48.9K -1,705 -11%
SAM
1284
Sawgrass Asset Management
Florida
$397K +$134K +4,650 +51%
B
1285
Bailard
California
$396K -$265K -9,225 -40%
VSWA
1286
Vontobel Swiss Wealth Advisors
Switzerland
$396K -$28.7K -1,000 -7%
HIA
1287
Harbor Investment Advisory
Maryland
$396K +$24.1K +841 +6%
TCPWM
1288
Traverso Chambers Private Wealth Management
California
$395K +$124K +4,312 +46%
Qube Research & Technologies (QRT)
1289
Qube Research & Technologies (QRT)
United Kingdom
$393K -$2.81M -97,800 -88%
MCCP
1290
Mission Creek Capital Partners
California
$393K -$19.8K -690 -5%
WLPWM
1291
Walled Lake Planning & Wealth Management
Illinois
$392K – – –
OFG
1292
Oxford Financial Group
Indiana
$391K +$391K +13,640 New
AC
1293
Allstate Corporation
Illinois
$388K -$3.67M -127,989 -90%
KWA
1294
KCS Wealth Advisory
California
$388K -$203K -7,068 -34%
CA
1295
CapWealth Advisors
Tennessee
$387K – – –
BIAS
1296
Beacon Investment Advisory Services
New Jersey
$386K -$56.8K -1,979 -13%
SNT
1297
Security National Trust
West Virginia
$384K -$118K -4,095 -23%
B
1298
Bellecapital
Switzerland
$384K -$102K -3,554 -21%
LCM
1299
Leisure Capital Management
California
$381K -$13.9K -485 -4%
IPW
1300
Inlet Private Wealth
Florida
$381K – – –
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