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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 %
SHJ
1376
Sharkey, Howes & Javer
Colorado
$327K +$138K +4,795 +73%
CC
1377
Cognios Capital
Kansas
$326K – – –
PCM
1378
Pointe Capital Management
Michigan
$326K – – –
PCI
1379
Pacifica Capital Investments
Texas
$325K -$2.87K -100 -0.9%
KPW
1380
Kore Private Wealth
New York
$324K +$54.7K +1,902 +20%
SC
1381
Steph & Co
Wisconsin
$323K -$146K -5,097 -31%
KTC
1382
Kistler-Tiffany Companies
Pennsylvania
$323K – – –
FNBOH
1383
First National Bank of Hutchinson
Kansas
$322K -$5.75K -200 -2%
GWAG
1384
Garrett Wealth Advisory Group
Texas
$322K +$11.7K +406 +4%
CA
1385
Cornerstone Advisory
Maryland
$318K +$66.8K +2,327 +27%
VST
1386
Van Strum & Towne
California
$317K +$57.4K +2,000 +22%
SG
1387
Swarthmore Group
Pennsylvania
$314K -$3.84M -133,850 -92%
AUB
1388
Atlantic Union Bankshares
Virginia
$314K +$104K +3,619 +49%
SC
1389
Schulhoff & Co
Ohio
$313K +$43K +1,498 +16%
FCI
1390
Financial Counselors Inc
Kansas
$312K -$122K -4,250 -28%
GDP
1391
Great Diamond Partners
Maine
$312K -$16.5K -577 -5%
SCM
1392
Snow Capital Management
Pennsylvania
$312K +$169K +5,880 +118%
RWM
1393
Ritholtz Wealth Management
New York
$311K -$92.4K -3,221 -23%
PWA
1394
Providence Wealth Advisors
Illinois
$309K -$329K -12,275 -52%
TC
1395
Telemus Capital
Michigan
$309K -$38K -1,437 -11%
DP
1396
Denver PWM
Colorado
$309K – – –
TF
1397
Tompkins Financial
New York
$308K -$34.8K -1,213 -10%
SCM
1398
Southport Capital Management
Tennessee
$306K -$334K -11,632 -52%
GLA
1399
Good Life Advisors
Pennsylvania
$306K -$12.9K -453 -4%
MIH
1400
Meitav Investment House
Israel
$305K +$84.7K +2,859 +38%
54 55
56
57 58