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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 %
BP
1326
BBR Partners
New York
$366K -$149K -5,175 -29%
TL
1327
TrueWealth LLC
Georgia
$364K +$13.7K +479 +4%
PCS
1328
Personal CFO Solutions
New Jersey
$364K +$106K +3,684 +41%
CST
1329
Charles Schwab Trust
Nevada
$363K -$246K -8,576 -40%
BTW
1330
Boston Trust Walden
Massachusetts
$361K -$160K -5,566 -31%
AFP
1331
Ausdal Financial Partners
Iowa
$361K +$14.6K +527 +4%
Koshinski Asset Management
1332
Koshinski Asset Management
Illinois
$360K -$9.81K -342 -3%
DBIA
1333
Dumont & Blake Investment Advisors
New Jersey
$360K -$3.88K -135 -1%
AP
1334
Atwood & Palmer
Missouri
$358K +$25.4K +884 +8%
AIC
1335
Ameritas Investment Company
Nebraska
$358K +$58.6K +2,074 +20%
PP
1336
Pegasus Partners
Wisconsin
$357K +$59.8K +2,084 +20%
DI
1337
Diligent Investors
California
$355K -$5.35K -186 -1%
PTP
1338
Platform Technology Partners
New York
$355K +$126K +4,394 +55%
DWA
1339
Divergent Wealth Advisors
Utah
$354K -$35K -1,221 -9%
CBA
1340
Coastal Bridge Advisors
Connecticut
$354K +$59.3K +2,069 +20%
BAM
1341
Barrett Asset Management
New York
$353K -$7.17K -250 -2%
TA
1342
Tiedemann Advisors
New York
$353K -$1.2K -42 -0.3%
ONST
1343
Old North State Trust
North Carolina
$352K -$4.11K -143 -1%
VVP
1344
Venture Visionary Partners
Ohio
$352K +$186K +6,498 +112%
FA
1345
FCG Advisors
New Jersey
$351K +$2.13K +74 +0.6%
WCM
1346
Windsor Capital Management
Arizona
$350K +$53.5K +1,864 +18%
EMG
1347
Ellington Management Group
Connecticut
$347K +$347K +12,100 New
PSC
1348
Prentiss Smith & Co
Vermont
$345K – – –
CWM
1349
Cornerstone Wealth Management
Missouri
$345K +$29.5K +1,026 +9%
ZIG
1350
Zuckerman Investment Group
Illinois
$344K +$58K +2,019 +20%
52 53
54
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