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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 %
IWM
1351
IHT Wealth Management
Illinois
$343K -$35.4K -1,233 -9%
PCFFS
1352
Pacific Center for Financial Services
California
$343K +$142K +4,950 +71%
FNBTCON
1353
First National Bank & Trust Co of Newtown
Pennsylvania
$342K -$4.53K -158 -1%
SNBOSCI
1354
Security National Bank of Sioux City Iowa
Iowa
$342K +$101K +3,500 +42%
DCM
1355
Davis Capital Management
Florida
$341K +$341K +11,881 New
SFA
1356
Sequoia Financial Advisors
Ohio
$339K -$92.2K -3,208 -21%
BI
1357
Ballast Inc
Kentucky
$339K +$128K +4,474 +61%
FAIM
1358
Financial Advocates Investment Management
Washington
$338K -$21K -732 -6%
OIA
1359
Optimum Investment Advisors
Illinois
$337K +$24.5K +852 +8%
FCA
1360
FinTrust Capital Advisors
South Carolina
$337K +$69.8K +2,434 +26%
NJBEST
1361
New Jersey Better Educational Savings Trust
New Jersey
$336K – – –
FCIM
1362
Fairview Capital Investment Management
California
$335K -$12.8K -446 -4%
SFG
1363
Summit Financial Group
West Virginia
$335K -$9.81K -342 -3%
WKWM
1364
Walter & Keenan Wealth Management
Indiana
$333K -$1.18M -44,489 -78%
PWP
1365
Principle Wealth Partners
Connecticut
$333K -$207K -7,216 -38%
AMCA
1366
Arthur M. Cohen & Associates
Illinois
$333K -$23.9K -900 -7%
AHC
1367
Adell Harriman & Carpenter
Texas
$333K +$18.7K +650 +6%
CT
1368
Coastline Trust
Rhode Island
$332K -$9.61K -335 -3%
BIA
1369
BHK Investment Advisors
Alabama
$331K +$46.8K +1,629 +16%
BMC
1370
Beaton Management Company
Massachusetts
$330K -$11.2K -389 -3%
RCM
1371
RB Capital Management
Nevada
$330K -$2.94K -108 -0.9%
TP
1372
Truvvo Partners
New York
$329K -$56.6K -1,975 -15%
CIS
1373
Capital International Sarl
California
$328K +$328K +11,418 New
LSAG
1374
Lake Street Advisors Group
New Hampshire
$327K -$137K -4,752 -29%
WI
1375
WBI Investments
New Jersey
$327K -$45.4K -1,583 -12%
53 54
55
56 57