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Wells Fargo
WFC

Overview Fund Activity

1,611 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 540 increasing their positions, 816 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,611
Holders Change
-134
Holders Change %
-7.68%
% of All Funds
32.59%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
102
Increased
540
Reduced
816
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$649M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$569M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$422M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$367M
5
Citadel Advisors
Citadel Advisors
Florida
+$346M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.59B
2
LP
Longview Partners
Guernsey
-$663M
3
Franklin Resources
Franklin Resources
California
-$357M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$316M
5
Deutsche Bank
Deutsche Bank
Germany
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
1526
Archer Investment Corporation
Indiana
$23.7K -$367K -15,600 -94%
APWM
1527
Atlas Private Wealth Management
New York
$23K -$8.26K -357 -26%
MCA
1528
Mercer Capital Advisers
New Jersey
$23K -$4.36K -187 -16%
ED
1529
Exane Derivatives
France
$22.9K – – –
TH
1530
TCTC Holdings
Texas
$22K -$92.2K -3,875 -81%
YAL
1531
Your Advocates Ltd
Texas
$22K – – –
GEA
1532
Glen Eagle Advisors
New Jersey
$22K -$41.3K -1,759 -65%
LWA
1533
Lenox Wealth Advisors
New York
$21K – – –
PS
1534
Planned Solutions
California
$21K +$21K +900 New
APWA
1535
Atlas Private Wealth Advisors
New Jersey
$20K -$27.6K -1,200 -58%
OSNBOA
1536
Old Second National Bank of Aurora
Illinois
$19K -$682K -29,454 -97%
PAI
1537
Pittenger & Anderson Inc
Nebraska
$19K -$97.4K -4,100 -84%
AIM
1538
AIA Investment Management
Singapore
$19K – – –
CFFP
1539
Center for Financial Planning
Michigan
$19K – – –
CAC
1540
Cowen and Company
New York
$19K +$19K +820 New
VRM
1541
Vectors Research Management
New York
$18K -$4.76K -197 -21%
WOC
1542
West Oak Capital
California
$18K – – –
LF
1543
Lee Financial
Texas
$18K – – –
EWM
1544
Endurance Wealth Management
Rhode Island
$17K – – –
KFS
1545
Kelly Financial Services
Massachusetts
$16.8K -$7.03K -299 -29%
TCCM
1546
Timber Creek Capital Management
Massachusetts
$16K -$6.31K -276 -28%
AA
1547
AlphaMark Advisors
Kentucky
$16K – – –
SL
1548
Savior LLC
Massachusetts
$16K +$23 +1 +0.1%
CHA
1549
Carmichael Hill & Associates
Maryland
$16K +$4.57K +200 +40%
CMA
1550
Cedar Mountain Advisors
Oregon
$16K +$5.11K +218 +47%
60 61
62
63 64