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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 %
GBT
1326
Grove Bank & Trust
Florida
$312K -$22.9K -894 -7%
DIA
1327
Dana Investment Advisors
Wisconsin
$312K +$130K +5,057 +71%
BDS
1328
Banco de Sabadell
Florida
$309K -$209K -8,150 -40%
ONST
1329
Old North State Trust
North Carolina
$309K -$4.6K -180 -1%
PSC
1330
Prentiss Smith & Co
Vermont
$309K +$1.66K +65 +0.5%
TL
1331
TrueWealth LLC
Georgia
$308K -$16.2K -635 -5%
GLA
1332
Good Life Advisors
Pennsylvania
$308K +$32.5K +1,266 +12%
CFA
1333
Capstone Financial Advisors
Illinois
$307K +$77.1K +3,011 +34%
LC
1334
Lindbrook Capital
California
$306K -$24.9K -974 -8%
ZIG
1335
Zuckerman Investment Group
Illinois
$306K – – –
FWP
1336
FAS Wealth Partners
Kansas
$306K +$44.4K +1,731 +17%
RCG
1337
Rock Creek Group
District of Columbia
$305K +$305K +11,897 New
AMIM
1338
Aull & Monroe Investment Management
Alabama
$303K -$26.3K -1,030 -8%
DAS
1339
Dynamic Advisor Solutions
Arizona
$302K -$53.3K -2,085 -15%
W
1340
WealthStone
Ohio
$301K +$301K +11,751 New
NJBEST
1341
New Jersey Better Educational Savings Trust
New Jersey
$300K – – –
MIP
1342
Marietta Investment Partners
Wisconsin
$300K +$300K +11,700 New
PP
1343
Professional Planning
California
$300K +$300K +11,715 New
PCM
1344
Pennsylvania Capital Management
Pennsylvania
$300K +$300K +11,715 New
RC
1345
Roundview Capital
New Jersey
$299K -$768K -30,052 -72%
OFG
1346
Oxford Financial Group
Indiana
$299K -$50K -1,953 -14%
SFG
1347
Summit Financial Group
West Virginia
$299K -$26 -1 -0%
FCIM
1348
Fairview Capital Investment Management
California
$299K – – –
SSWM
1349
Sheets Smith Wealth Management
North Carolina
$299K +$55.7K +2,178 +23%
TIA
1350
Traphagen Investment Advisors
New Jersey
$299K -$71.4K -2,788 -19%
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