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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 %
ACM
1576
Adalta Capital Management
New York
$201K – – –
HFRG
1577
Houlihan Financial Resource Group
Virginia
$200K -$20K -700 -9%
LRPA
1578
L. Roy Papp & Associates
Arizona
$200K +$603 +21 +0.3%
JWCA
1579
J.W. Coons Advisors
Ohio
$200K +$200K +6,948 New
UAS
1580
United Asset Strategies
New York
$200K +$200K +6,970 New
AIM
1581
Arcadia Investment Management
Michigan
$197K -$14.4K -500 -7%
ME
1582
McIlrath & Eck
Washington
$197K +$49.7K +1,736 +34%
PMFA
1583
Plante Moran Financial Advisors
Michigan
$197K +$61.4K +2,139 +45%
HI
1584
Hendershot Investments
Virginia
$194K – – –
PFO
1585
Pathstone Family Office
New Jersey
$188K +$30.4K +1,066 +19%
SIS
1586
Sound Income Strategies
Florida
$184K +$168K +5,863 +1,045%
BWA
1587
Burt Wealth Advisors
Maryland
$178K – – –
VCP
1588
Verus Capital Partners
Arizona
$175K +$43.3K +1,508 +33%
CWP
1589
CFM Wealth Partners
Texas
$172K – – –
PAI
1590
Pittenger & Anderson Inc
Nebraska
$169K -$5.73K -200 -3%
NIM
1591
NuWave Investment Management
New Jersey
$166K -$232K -8,091 -58%
BL
1592
Balentine LLC
Georgia
$166K +$59.2K +2,058 +55%
SBSB
1593
Sullivan, Bruyette, Speros & Blaney
Virginia
$163K -$16.5K -577 -9%
JFGIW
1594
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$162K -$13.8K -480 -8%
SWA
1595
Sutton Wealth Advisors
Florida
$161K -$35.1K -1,223 -18%
CF
1596
Centaurus Financial
California
$160K +$53.4K +1,856 +50%
ACM
1597
AUA Capital Management
Pennsylvania
$159K – – –
USGIU
1598
U.S. Global Investors (USGI)
Texas
$154K +$154K +5,358 New
SIAS
1599
Shine Investment Advisory Services
Colorado
$153K +$21.3K +741 +16%
WWM
1600
Willingdon Wealth Management
North Carolina
$151K -$4.62K -161 -3%
62 63
64
65 66