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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 %
NQWM
1551
Northwest Quadrant Wealth Management
Oregon
$212K +$30K +1,187 +16%
CWM
1552
Cahaba Wealth Management
Georgia
$211K -$38.1K -1,330 -15%
LCS
1553
Levin Capital Strategies
New York
$211K – – –
FDCC
1554
Foster Dykema Cabot & Co
Massachusetts
$211K +$4.05K +141 +2%
BWM
1555
Buckley Wealth Management
Nevada
$210K +$5K +174 +2%
FCFS
1556
First Command Financial Services
Texas
$210K +$13K +453 +7%
FCB
1557
First Command Bank
Texas
$210K +$13K +453 +7%
ET
1558
Equitable Trust
Tennessee
$209K -$398K -13,921 -66%
BSB
1559
Bangor Savings Bank
Maine
$208K -$16.9K -589 -7%
HL
1560
HeadInvest LLC
Maine
$208K -$12.9K -450 -6%
PGIM
1561
Pacific Global Investment Management
California
$207K -$44.2K -1,537 -18%
FHA
1562
Flagship Harbor Advisors
Massachusetts
$207K +$29.9K +1,039 +17%
CVM
1563
Cheviot Value Management
California
$206K +$17.7K +615 +9%
BWP
1564
Bernardo Wealth Planning
Pennsylvania
$206K +$20.4K +712 +11%
MC
1565
Maverick Capital
Texas
$206K +$206K +7,169 New
SRAM
1566
Stone Ridge Asset Management
New York
$205K -$6.29M -219,200 -97%
BG
1567
Berry Group
Massachusetts
$205K -$66.2K -2,310 -24%
AW
1568
Avion Wealth
Texas
$205K – – –
TFS
1569
TrustCore Financial Services
Tennessee
$205K +$27.8K +971 +16%
BCA
1570
Bray Capital Advisors
Florida
$204K -$11.2K -391 -5%
DIA
1571
Dana Investment Advisors
Wisconsin
$204K +$11.7K +410 +6%
AFS
1572
Axiom Financial Strategies
Indiana
$204K +$204K +7,103 New
IHL
1573
Investment House LLC
California
$202K -$14.4K -500 -7%
OWA
1574
One Wealth Advisors
California
$202K -$3.74K -130 -2%
FAB
1575
First American Bank
Illinois
$201K -$9.61K -335 -5%
61 62
63
64 65