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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 %
SCM
1351
Southport Capital Management
Tennessee
$297K +$24.5K +958 +9%
PAS
1352
Partnervest Advisory Services
California
$297K +$88.3K +3,453 +42%
MSAM
1353
Moloney Securities Asset Management
Missouri
$297K +$297K +11,590 New
JJ
1354
JDC-JSC
New York
$297K +$297K +11,600 New
BTW
1355
Boston Trust Walden
Massachusetts
$296K -$26.9K -1,048 -8%
LCS
1356
Levin Capital Strategies
New York
$296K +$108K +4,223 +57%
GTAM
1357
Global Trust Asset Management
Florida
$294K -$269K -10,518 -48%
WPW
1358
Waldron Private Wealth
Pennsylvania
$294K -$77K -3,017 -21%
KA
1359
Kovack Advisors
Florida
$293K +$293K +11,431 New
S
1360
Surevest
California
$293K +$293K +11,448 New
NWP
1361
Northstar Wealth Partners
Connecticut
$292K -$99.5K -3,890 -25%
SHJ
1362
Sharkey, Howes & Javer
Colorado
$292K – – –
CCFM
1363
Clear Creek Financial Management
Washington
$292K +$292K +11,433 New
AWM
1364
Altavista Wealth Management
North Carolina
$291K -$69K -2,700 -19%
PWP
1365
Principle Wealth Partners
Connecticut
$291K -$5.89K -230 -2%
OIA
1366
Optimum Investment Advisors
Illinois
$290K -$10.3K -402 -3%
CT
1367
Coastline Trust
Rhode Island
$290K -$6.2K -242 -2%
PCI
1368
Pacifica Capital Investments
Texas
$290K – – –
FCA
1369
FinTrust Capital Advisors
South Carolina
$288K -$13K -508 -4%
SC
1370
Steph & Co
Wisconsin
$288K – – –
AC
1371
Avestar Capital
New York
$288K +$288K +11,267 New
ACM
1372
Ategra Capital Management
Virginia
$287K -$1.7M -66,346 -86%
DCM
1373
Davis Capital Management
Florida
$287K -$17.6K -687 -6%
QCM
1374
Quest Capital Management
Texas
$287K +$57.2K +2,239 +25%
GWAG
1375
Garrett Wealth Advisory Group
Texas
$285K +$1.75K +69 +0.6%
53 54
55
56 57