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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 %
PO
1601
Private Ocean
California
$150K +$3.31K +116 +2%
OC
1602
Oakworth Capital
Alabama
$148K – – –
KC
1603
Knuff & Co
California
$146K +$2.86K +100 +2%
DWA
1604
Dougherty Wealth Advisers
Minnesota
$145K – – –
MHR
1605
Matthew Hamilton Rosenberg
$145K +$145K +144,045 New
SM
1606
SG3 Management
Puerto Rico
$144K – – –
APW
1607
Acima Private Wealth
Virginia
$144K – – –
CB
1608
CNB Bank
Pennsylvania
$137K -$27.8K -967 -17%
LWS
1609
Lucia Wealth Services
California
$137K +$134K +4,680 +4,500%
GS
1610
Gagnon Securities
New York
$136K – – –
SM
1611
Salzhauer Michael
$135K -$278K -9,696 -67%
SCM
1612
Silvant Capital Management
Georgia
$130K – – –
JWA
1613
JFS Wealth Advisors
Pennsylvania
$130K +$88.8K +3,103 +215%
PW
1614
Price Wealth
Texas
$129K -$1.15K -40 -0.9%
ATC
1615
Adirondack Trust Company
New York
$129K +$5.9K +205 +5%
RFA
1616
Reilly Financial Advisors
California
$128K -$5.24K -183 -4%
SAM
1617
S.A. Mason
Michigan
$127K – – –
GEA
1618
Glen Eagle Advisors
New Jersey
$126K -$13.7K -479 -10%
JGIA
1619
Jackson Grant Investment Advisers
Connecticut
$124K +$1.26K +44 +1%
AW
1620
Alpha Windward
Massachusetts
$124K +$1.49K +52 +1%
CFG
1621
CKW Financial Group
Hawaii
$123K +$10.6K +400 +9%
TC
1622
Trust Company
Kansas
$123K +$62.8K +2,196 +104%
HIIFS
1623
Harel Insurance Investments & Financial Services
Israel
$122K -$236K -8,189 -66%
WPA
1624
West Paces Advisors
Georgia
$121K -$267K -9,297 -69%
EFSCE
1625
Enterprise Financial Services Corp (EFSC)
Missouri
$120K -$29.8K -1,040 -20%
63 64
65
66 67