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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 %
TWM
1451
Titus Wealth Management
California
$233K +$28.5K +1,111 +14%
CWM
1452
Chesapeake Wealth Management
Virginia
$232K -$769 -30 -0.3%
DAM
1453
Deltec Asset Management
New York
$232K +$232K +9,060 New
CC
1454
Centiva Capital
New York
$231K -$442K -17,274 -66%
DAC
1455
Dividend Assets Capital
South Carolina
$231K – – –
WHRC
1456
W.H. Reaves & Co
New Jersey
$231K – – –
CT
1457
Chicago Trust
Illinois
$230K -$2.55K -100 -1%
RWA
1458
River Wealth Advisors
Pennsylvania
$229K +$22.7K +886 +11%
FA
1459
Faithward Advisors
Pennsylvania
$229K +$37K +1,445 +19%
CAG
1460
Csenge Advisory Group
Florida
$228K +$228K +8,907 New
EM
1461
ELCO Management
New York
$227K – – –
WC
1462
Westhampton Capital
North Carolina
$227K +$11.4K +444 +5%
PPP
1463
Private Portfolio Partners
New Jersey
$227K +$33.3K +1,302 +17%
AFS
1464
Axiom Financial Strategies
Indiana
$226K +$44.3K +1,730 +24%
Financial Engines Advisors
1465
Financial Engines Advisors
California
$224K +$8.31K +325 +4%
PWC
1466
PYA Waltman Capital
Tennessee
$223K +$223K +8,693 New
MF
1467
Magnetar Financial
Illinois
$223K +$223K +8,730 New
AWM
1468
Apollon Wealth Management
South Carolina
$222K +$222K +8,662 New
MC
1469
Middleton & Co
Massachusetts
$220K -$151K -5,889 -41%
WCM
1470
Windsor Capital Management
Arizona
$220K -$91.1K -3,573 -29%
JLBC
1471
J.L. Bainbridge & Co
Florida
$220K – – –
BFM
1472
Boothbay Fund Management
New York
$220K +$220K +8,593 New
CCM
1473
Canal Capital Management
Virginia
$217K -$5.23K -204 -2%
HHGA
1474
Halbert Hargrove Global Advisors
California
$216K -$28.2K -1,103 -12%
VAG
1475
VisionPoint Advisory Group
Texas
$215K +$215K +8,170 New
57 58
59
60 61