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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 %
SAM
1301
Summit Asset Management
Tennessee
$381K +$7.2K +251 +2%
GCP
1302
GSA Capital Partners
United Kingdom
$380K +$258K +9,003 +212%
IGGA
1303
Iron Gate Global Advisors
Utah
$379K -$49.6K -1,749 -12%
LC
1304
Lindbrook Capital
California
$379K -$45K -1,538 -11%
WPP
1305
Whalerock Point Partners
Rhode Island
$379K -$10.8K -377 -3%
GSC
1306
G&S Capital
Colorado
$378K -$28.7K -1,000 -7%
QPWM
1307
Quadrant Private Wealth Management
Pennsylvania
$378K +$243K +8,479 +180%
TYCC
1308
Texas Yale Capital Corp
Florida
$377K -$43.3K -1,510 -10%
NDSI
1309
Newman Dignan & Sheerar Inc
Rhode Island
$377K -$30.6K -1,076 -8%
GBT
1310
Grove Bank & Trust
Florida
$376K -$976 -34 -0.3%
HCM
1311
Highlander Capital Management
New Jersey
$376K +$21.5K +750 +6%
HKIM
1312
Hayek Kallen Investment Management
Alabama
$376K +$44.9K +1,564 +14%
SMG
1313
Spectrum Management Group
Indiana
$375K +$99.7K +3,471 +36%
WAP
1314
Wealthcare Advisory Partners
Pennsylvania
$375K +$236K +8,218 +170%
MSA
1315
Marino Stram & Associates
Massachusetts
$374K +$43.2K +1,502 +13%
VCM
1316
Vision Capital Management
Oregon
$374K +$50.7K +1,768 +16%
CAAS
1317
Capital Asset Advisory Services
Michigan
$374K +$74.8K +3,245 +25%
BCM
1318
Bienville Capital Management
New York
$373K +$373K +12,982 New
VC
1319
Vicus Capital
Pennsylvania
$372K -$56.3K -1,961 -13%
AMIM
1320
Aull & Monroe Investment Management
Alabama
$370K -$26K -907 -7%
TH
1321
TCTC Holdings
Texas
$370K – – –
CAW
1322
Cornerstone Advisors (Washington)
Washington
$369K +$34.8K +1,214 +10%
BFO
1323
Biltmore Family Office
North Carolina
$368K -$66.4K -2,317 -15%
SMC
1324
Smith, Moore & Co
Missouri
$368K -$32.5K -1,133 -8%
MW
1325
Marcum Wealth
Ohio
$367K +$149K +5,197 +68%
51 52
53
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