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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 %
MHR
1526
Matthew Hamilton Rosenberg
$177K -$3.52M -137,150 -95%
AIM
1527
Arcadia Investment Management
Michigan
$175K – – –
CB
1528
CNB Bank
Pennsylvania
$173K +$51.4K +2,012 +42%
ARMC
1529
American Research & Management Company
Massachusetts
$171K -$21K -817 -11%
FCB
1530
First Command Bank
Texas
$171K -$17.2K -668 -9%
FCFS
1531
First Command Financial Services
Texas
$171K -$17.2K -668 -9%
ZB
1532
Zions Bancorporation
Utah
$167K -$71.3K -2,788 -30%
RDWM
1533
Red Door Wealth Management
Tennessee
$161K -$310K -12,161 -66%
AII
1534
AGF Investments Inc
Ontario, Canada
$159K -$86.8K -3,385 -35%
SWA
1535
Sutton Wealth Advisors
Florida
$148K +$3.53K +138 +2%
BFM
1536
Boston Financial Management
Massachusetts
$144K -$320K -12,512 -69%
KWM
1537
Keebeck Wealth Management
Illinois
$143K +$143K +5,600 New
OC
1538
Oakworth Capital
Alabama
$142K +$10.5K +409 +8%
EWM
1539
Edge Wealth Management
New York
$141K +$45.6K +1,775 +48%
PFBT
1540
Parkside Financial Bank & Trust
Missouri
$139K -$241K -9,431 -63%
TC
1541
Trust Company
Kansas
$136K +$26.3K +1,029 +24%
EW
1542
Evoke Wealth
California
$135K -$55.3K -2,159 -29%
SBSB
1543
Sullivan, Bruyette, Speros & Blaney
Virginia
$135K -$10K -392 -7%
RPAM
1544
Rhenman & Partners Asset Management
Sweden
$135K +$135K +5,272 New
KTC
1545
Kistler-Tiffany Companies
Pennsylvania
$134K -$19.1K -748 -12%
C
1546
Cerebellum
California
$132K +$132K +2,174 New
BWA
1547
Burt Wealth Advisors
Maryland
$130K -$28.1K -1,100 -18%
RWA
1548
Ropes Wealth Advisors
Massachusetts
$130K +$45.8K +1,789 +54%
DWA
1549
Dougherty Wealth Advisers
Minnesota
$129K – – –
APW
1550
Acima Private Wealth
Virginia
$129K – – –
60 61
62
63 64