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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 %
CPO
1451
Cerity Partners OCIO
New York
$270K +$84.1K +2,930 +45%
ZB
1452
Zions Bancorporation
Utah
$268K -$112K -3,880 -29%
XM
1453
XTX Markets
New York
$268K +$268K +9,327 New
FBC
1454
Fairfield, Bush & Co
Connecticut
$267K -$889 -31 -0.3%
CFG
1455
Cooper Financial Group
California
$264K -$102K -3,553 -28%
NIM
1456
Northeast Investment Management
Massachusetts
$264K -$46.1K -1,607 -15%
CAM
1457
Claret Asset Management
Quebec, Canada
$264K -$15.6K -545 -6%
PCA
1458
Personal Capital Advisors
California
$263K -$77.7K -2,705 -23%
CCT
1459
Chemung Canal Trust
New York
$263K -$56.6K -1,975 -18%
WA
1460
Wambolt & Associates
Colorado
$263K -$18.4K -642 -7%
AAP
1461
Arax Advisory Partners
Colorado
$261K -$146K -5,072 -36%
PB
1462
Pinnacle Bancorp
Nebraska
$261K -$35.1K -1,222 -12%
CT
1463
Chicago Trust
Illinois
$261K -$7.17K -250 -3%
EW
1464
Element Wealth
Mississippi
$261K +$261K +9,078 New
CWM
1465
Chesapeake Wealth Management
Virginia
$260K – – –
ACM
1466
Alpha Capital Management
Texas
$260K – – –
WDL
1467
Well Done LLC
Michigan
$260K +$402 +14 +0.2%
WHRC
1468
W.H. Reaves & Co
New Jersey
$259K – – –
DAC
1469
Dividend Assets Capital
South Carolina
$259K – – –
PP
1470
PagnatoKarp Partners
Virginia
$259K +$42.7K +1,484 +20%
FPS
1471
Fieldpoint Private Securities
Connecticut
$259K +$50.1K +1,745 +24%
PT
1472
Plimoth Trust
Massachusetts
$259K +$85.8K +2,989 +50%
QCM
1473
Quest Capital Management
Texas
$258K -$12.9K -448 -5%
CFA
1474
Capstone Financial Advisors
Illinois
$258K +$143K +4,974 +124%
NG
1475
Northstar Group
New York
$257K -$35.6K -1,241 -12%
57 58
59
60 61