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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 %
VAM
1401
Verity Asset Management
North Carolina
$303K +$86.3K +3,008 +40%
SHGA
1402
Sand Hill Global Advisors
California
$302K -$25.4K -883 -8%
SFG
1403
SNS Financial Group
Minnesota
$302K -$16.1K -561 -5%
AF
1404
Arrow Financial
New York
$302K -$9.08K -316 -3%
GAM
1405
Gould Asset Management
California
$302K +$28.7K +1,000 +10%
SG
1406
StoneX Group
New York
$302K +$82.8K +2,883 +38%
RSWM
1407
Robertson Stephens Wealth Management
California
$301K – – –
BO
1408
Bank OZK
Arkansas
$301K +$5.42K +189 +2%
AIS
1409
Accurate Investment Solutions
Pennsylvania
$301K +$159K +5,532 +112%
PCM
1410
Palisade Capital Management
New Jersey
$301K +$169K +5,886 +128%
PP
1411
Patten & Patten
Tennessee
$298K -$1.36M -47,428 -82%
CIA
1412
CSat Investment Advisory
Michigan
$297K +$39.6K +1,379 +15%
TI
1413
Tidal Investments
Wisconsin
$296K +$39.7K +1,383 +15%
AB
1414
Atlas Brown
Kentucky
$295K -$21.9K -764 -7%
DA
1415
Doliver Advisors
Texas
$295K +$93.4K +3,285 +46%
MMG
1416
Monetary Management Group
Missouri
$294K -$67.4K -2,350 -19%
WC
1417
Woodstock Corp
Massachusetts
$293K -$12.9K -450 -4%
FWP
1418
FAS Wealth Partners
Kansas
$293K +$27.3K +951 +10%
WSTAM
1419
Wilbanks Smith & Thomas Asset Management
Virginia
$292K -$165K -5,734 -36%
PAIM
1420
Punch & Associates Investment Management
Minnesota
$292K – – –
SFSG
1421
Stearns Financial Services Group
North Carolina
$292K +$919 +32 +0.3%
EF
1422
Exeter Financial
Arizona
$292K +$8.43K +294 +3%
CCG
1423
Ceeto Capital Group
Florida
$292K +$292K +10,166 New
SVWAG
1424
Sound View Wealth Advisors Group
Georgia
$291K -$58.6K -2,041 -17%
JC
1425
Jacobs & Co
California
$291K – – –
55 56
57
58 59