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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 %
WLPWM
1276
Walled Lake Planning & Wealth Management
Illinois
$350K – – –
RWA
1277
RGT Wealth Advisors
Texas
$348K -$256K -10,000 -42%
LA
1278
LexAurum Advisors
Kansas
$348K -$160K -6,236 -31%
WI
1279
WBI Investments
New Jersey
$348K +$56.2K +2,198 +19%
FRM
1280
Fox Run Management
Connecticut
$348K +$348K +13,590 New
SNT
1281
Security National Trust
West Virginia
$347K +$5.12K +200 +1%
QGA
1282
Q Global Advisors
Texas
$347K +$347K +13,556 New
TAM
1283
Trust Asset Management
Texas
$346K +$346K +13,513 New
SAM
1284
Summit Asset Management
Tennessee
$344K +$3.86K +151 +1%
FMLI
1285
Fukoku Mutual Life Insurance
Japan
$343K -$38.4K -1,500 -10%
PNC
1286
Park National Corp
Ohio
$343K -$37.2K -1,453 -10%
GSC
1287
G&S Capital
Colorado
$343K +$5.68K +222 +2%
CWP
1288
Capital Wealth Planning
Florida
$341K -$296K -11,572 -46%
CIM
1289
Cambria Investment Management
California
$341K -$71.8K -2,808 -17%
IPW
1290
Inlet Private Wealth
Florida
$340K – – –
LCM
1291
Leisure Capital Management
California
$339K – – –
DBIA
1292
Dumont & Blake Investment Advisors
New Jersey
$339K +$18.2K +711 +6%
LJAC
1293
L.J. Altfest & Co
New York
$339K +$82.2K +3,208 +32%
HBT
1294
Hills Bank & Trust
Iowa
$338K -$159K -6,200 -32%
IBOK
1295
Independence Bank of Kentucky
Kentucky
$338K -$81.5K -3,183 -19%
MPAM
1296
Murphy Pohlad Asset Management
Minnesota
$335K -$1.64M -64,295 -83%
CA
1297
Cornerstone Advisory
Maryland
$335K +$52K +2,033 +18%
TSS
1298
Two Sigma Securities
New York
$335K +$335K +13,094 New
SMFS
1299
Squar Milner Financial Services
California
$334K -$80.5K -3,143 -19%
DWA
1300
Divergent Wealth Advisors
Utah
$333K +$16.6K +647 +5%
50 51
52
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