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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 %
CFFP
1501
Center for Financial Planning
Michigan
$237K -$24.1K -839 -9%
GC
1502
Gratus Capital
Georgia
$237K -$1.52K -53 -0.6%
AWM
1503
Absher Wealth Management
North Carolina
$237K -$775 -27 -0.3%
CCM
1504
Cohen Capital Management
California
$237K – – –
CAM
1505
Cidel Asset Management
Ontario, Canada
$237K +$2.18K +76 +0.9%
GSBTD
1506
Glenview State Bank Trust Department
Illinois
$236K +$10.1K +351 +4%
WIA
1507
Westbourne Investment Advisors
Maryland
$235K -$10.8K -375 -4%
AF
1508
AMG Funds
Connecticut
$234K -$188K -6,578 -45%
PAS
1509
Partnervest Advisory Services
California
$234K +$78.4K +2,735 +50%
MAM
1510
Madison Asset Management
Wisconsin
$233K -$8.01K -279 -3%
PCMC
1511
Private Capital Management (Colorado)
Colorado
$232K -$82.9K -2,891 -26%
IIA
1512
IPG Investment Advisors
California
$231K -$101K -3,509 -30%
I
1513
IberiaBank
Louisiana
$231K -$12.9K -451 -5%
RWA
1514
River Wealth Advisors
Pennsylvania
$231K -$7.23K -252 -3%
Simplex Trading
1515
Simplex Trading
Illinois
$230K -$318K -11,114 -58%
WCM
1516
Washington Capital Management
Washington
$230K -$66.1K -2,300 -22%
BCM
1517
Breiter Capital Management
Florida
$230K -$13.2K -460 -5%
FIM
1518
Fruth Investment Management
Texas
$230K – – –
CC
1519
Colrain Capital
Massachusetts
$230K – – –
APG
1520
Abacus Planning Group
South Carolina
$230K +$5.78K +201 +3%
RGC
1521
Roberts, Glore & Co
Illinois
$229K +$5.69K +199 +3%
TWM
1522
Titus Wealth Management
California
$229K +$229K +7,984 New
PD
1523
Planning Directions
Pennsylvania
$228K +$228K +7,928 New
CC
1524
Cedar Capital
Illinois
$227K -$45.5K -1,587 -17%
B
1525
Bridgeworth
Alabama
$227K -$172 -6 -0.1%
59 60
61
62 63