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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 %
CPA
1601
Clear Perspective Advisors
Illinois
$1.31K -$699 -4,970 -35%
SXL
1602
Summit X LLC
Missouri
$1.11K +$1.11K +6,806 New
SSW
1603
Smith Shellnut Wilson
Mississippi
$1.02K -$44 -1,872 -4%
TFA
1604
Toth Financial Advisory
Virginia
$1K -$22.9K -641 -96%
CAM
1605
ClariVest Asset Management
California
$1K -$550 -33 -35%
RG
1606
Retirement Group
California
$1K – – –
BFG
1607
Baron Financial Group
New Jersey
$470 +$470 +20 New
Koshinski Asset Management
1608
Koshinski Asset Management
Illinois
$250 -$21 -811 -8%
FCA
1609
FinTrust Capital Advisors
South Carolina
$165 -$99 -4,224 -38%
WIM
1610
Westside Investment Management
California
$7 – – –
LP
1611
Longview Partners
Guernsey
– -$663M -25,908,438 Closed
PP
1612
Prudential plc
United Kingdom
– -$63.3M -2,473,301 Closed
SI
1613
Scharf Investments
California
– -$55.2M -2,154,759 Closed
DFO
1614
Duquesne Family Office
New York
– -$39.6M -1,548,500 Closed
USAA
1615
United Services Automobile Association
Texas
– -$21.9M -856,486 Closed
SFM
1616
Soros Fund Management
New York
– -$19.5M -762,819 Closed
BCM
1617
BlueCrest Capital Management
Jersey
– -$17.4M -679,655 Closed
AIMCA
1618
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$15.2M -592,500 Closed
SCA
1619
Southpoint Capital Advisors
New York
– -$10.2M -400,000 Closed
HCM
1620
Horan Capital Management
Maryland
– -$9.53M -372,400 Closed
Jennison Associates
1621
Jennison Associates
New York
– -$8.17M -318,977 Closed
BCM
1622
Bowie Capital Management
Texas
– -$6.73M -263,000 Closed
OFCM
1623
One Fin Capital Management
California
– -$6.53M -255,000 Closed
EP
1624
Edgestream Partners
New Jersey
– -$5.96M -232,607 Closed
KFP
1625
Keystone Financial Planning
Ohio
– -$5.38M -210,022 Closed
63 64
65
66 67