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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 %
VCAM
1526
Van Cleef Asset Management
Ohio
$227K +$58 +2 +0%
CFA
1527
Cahill Financial Advisors
Minnesota
$227K +$1.7K +59 +0.8%
GT
1528
Greenleaf Trust
Michigan
$226K -$1.35M -46,925 -86%
SAG
1529
Spotlight Asset Group
Illinois
$225K – – –
ATFA
1530
All Terrain Financial Advisors
Minnesota
$223K +$42.8K +1,494 +24%
JFA
1531
Johanson Financial Advisors
California
$222K -$15.7M -549,436 -99%
OCM
1532
One Capital Management
California
$222K -$29.7K -1,037 -12%
NSB
1533
Norway Savings Bank
Maine
$222K -$21.4K -746 -9%
WG
1534
Welch Group
Alabama
$220K +$21.8K +762 +11%
POIA
1535
Pin Oak Investment Advisors
Texas
$220K +$154K +5,368 +235%
AIC
1536
Archer Investment Corporation
Indiana
$220K +$169K +5,885 +332%
PL
1537
Plancorp LLC
Missouri
$219K -$26.3K -915 -11%
IP
1538
Intellectus Partners
California
$218K -$69K -2,408 -24%
LKIM
1539
Lawson Kroeker Investment Management
Nebraska
$218K -$12.2K -425 -5%
OAM
1540
Occidental Asset Management
California
$218K – – –
FHC
1541
First Heartland Consultants
Missouri
$218K +$747 +26 +0.3%
VC
1542
Veracity Capital
Georgia
$217K -$46.5K -1,618 -18%
PIA
1543
Powell Investment Advisors
Florida
$217K +$945 +33 +0.4%
PPP
1544
Private Portfolio Partners
New Jersey
$217K +$217K +7,566 New
ARMC
1545
American Research & Management Company
Massachusetts
$215K -$14.4K -500 -6%
FA
1546
Faithward Advisors
Pennsylvania
$215K – – –
BWM
1547
BigSur Wealth Management
Florida
$214K -$17.2K -600 -7%
WCM
1548
Wallace Capital Management
Texas
$214K – – –
EW
1549
Evoke Wealth
California
$213K -$134K -4,684 -39%
AWA
1550
Arete Wealth Advisors
Illinois
$213K +$5.24K +183 +3%
60 61
62
63 64