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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 %
SC
1401
Schulhoff & Co
Ohio
$268K -$11.2K -437 -4%
PCA
1402
Providence Capital Advisors
North Carolina
$268K +$231K +9,014 +619%
GAM
1403
Gould Asset Management
California
$267K -$3.23K -126 -1%
CAM
1404
Cidel Asset Management
Ontario, Canada
$267K +$55.4K +2,162 +26%
IFWM
1405
Institute for Wealth Management
Colorado
$264K +$45.1K +1,762 +21%
SCM
1406
Snow Capital Management
Pennsylvania
$263K -$15.3K -600 -6%
AB
1407
Atlas Brown
Kentucky
$263K +$26 +1 +0%
WC
1408
Woodstock Corp
Massachusetts
$263K +$1.41K +55 +0.5%
CCM
1409
Crabel Capital Management
California
$263K +$263K +10,311 New
PCM
1410
Palisade Capital Management
New Jersey
$262K -$6.39K -250 -2%
FHA
1411
Flagship Harbor Advisors
Massachusetts
$262K +$77.8K +3,040 +42%
BRWM
1412
B. Riley Wealth Management
Tennessee
$261K +$38.8K +1,516 +17%
CS
1413
Comerica Securities
Michigan
$260K -$641K -25,036 -71%
PAIM
1414
Punch & Associates Investment Management
Minnesota
$260K – – –
PCA
1415
Personal Capital Advisors
California
$260K +$25.6K +999 +11%
SFG
1416
SNS Financial Group
Minnesota
$259K -$10.3K -403 -4%
EF
1417
Exeter Financial
Arizona
$259K -$1.84K -72 -0.7%
LCAM
1418
London & Capital Asset Management
United Kingdom
$259K +$259K +10,134 New
HFM
1419
Hartford Financial Management
Connecticut
$258K -$863K -33,658 -77%
CBN
1420
Cadence Bank NA
Texas
$258K -$148K -5,800 -36%
SHGA
1421
Sand Hill Global Advisors
California
$258K -$11.6K -452 -4%
SFSG
1422
Stearns Financial Services Group
North Carolina
$257K -$3.46K -135 -1%
HWM
1423
Hohimer Wealth Management
Washington
$257K +$31.1K +1,213 +14%
CIM
1424
CIM Investment Management
Pennsylvania
$256K – – –
RWP
1425
RWA Wealth Partners
Massachusetts
$255K +$2.02K +79 +0.8%
55 56
57
58 59