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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 %
FBB
1426
Fulton Breakefield Broenniman
Maryland
$290K -$35.3K -1,229 -11%
TCM
1427
Tributary Capital Management
Nebraska
$290K -$8.61K -300 -3%
TCOO
1428
Trust Company of Oklahoma
Oklahoma
$288K +$78.9K +2,750 +38%
ACA
1429
Aptus Capital Advisors
Alabama
$288K -$1.4M -49,045 -83%
LJAC
1430
L.J. Altfest & Co
New York
$288K -$1.72K -60 -0.6%
HA
1431
Harbor Advisors
Florida
$287K -$215K -7,500 -43%
CCMD
1432
Cypress Capital Management (Delaware)
Delaware
$287K – – –
CIM
1433
CIM Investment Management
Pennsylvania
$287K +$10.5K +367 +4%
IIC
1434
Integrated Investment Consultants
Michigan
$286K -$287K -9,989 -50%
RWP
1435
RWA Wealth Partners
Massachusetts
$284K -$118K -4,110 -29%
OCM
1436
Osterweis Capital Management
California
$282K -$11.5K -400 -4%
LG
1437
LaFleur & Godfrey
Michigan
$281K +$49.3K +1,720 +21%
MA
1438
MCF Advisors
Kentucky
$281K +$163K +5,676 +138%
GVAG
1439
Great Valley Advisor Group
Delaware
$280K +$80.2K +2,796 +40%
NGA
1440
Naples Global Advisors
Florida
$280K +$109K +3,800 +64%
CPSAC
1441
Chas P. Smith & Associates (CPS)
Florida
$279K -$14.2M -496,120 -98%
MCM
1442
Manchester Capital Management
Vermont
$279K – – –
FPFS
1443
First Personal Financial Services
North Carolina
$278K -$42K -1,465 -13%
PPSG
1444
Princeton Portfolio Strategies Group
New Jersey
$276K -$16.1K -561 -6%
AII
1445
AGF Investments Inc
Ontario, Canada
$275K -$10.6M -369,751 -97%
HHGA
1446
Halbert Hargrove Global Advisors
California
$274K -$23.3K -813 -8%
SIC
1447
Samalin Investment Counsel
New York
$274K +$27.2K +947 +11%
SSWM
1448
Sheets Smith Wealth Management
North Carolina
$273K -$43.4K -1,511 -14%
LPIC
1449
LeJeune Puetz Investment Counsel
Michigan
$272K +$179K +6,225 +192%
WI
1450
WrapManager Inc
California
$271K +$40.9K +1,427 +18%
56 57
58
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