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Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
1626
Banque Cantonale Vaudoise
Switzerland
$52K -$471K -18,505 -90%
NL
1627
NVWM LLC
Pennsylvania
$52K – – –
PIMG
1628
Patriot Investment Management Group
Tennessee
$51.2K +$51.2K +2,000 New
CCMW
1629
Cypress Capital Management (Wyoming)
Wyoming
$48K +$3.89K +152 +9%
GWMIA
1630
Global Wealth Management Investment Advisory
Florida
$48K +$14.1K +547 +41%
CIR
1631
Clear Investment Research
Georgia
$45K – – –
CTB
1632
Country Trust Bank
Illinois
$42K -$1.7K -67 -4%
SWM
1633
Selective Wealth Management
Virginia
$42K +$29.2K +1,127 +227%
SGAM
1634
Smith Group Asset Management
Texas
$40K +$7.69K +300 +24%
BAM
1635
Bellevue Asset Management
Washington
$39K – – –
FMTCOCP
1636
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K – – –
CFN
1637
Cordasco Financial Network
Florida
$38K +$38K +1,500 New
PP
1638
Pacifica Partners
Canada
$37K -$32.4K -1,300 -47%
Loomis, Sayles & Company
1639
Loomis, Sayles & Company
Massachusetts
$37K -$1.98K -77 -5%
HFA
1640
Hoover Financial Advisors
Pennsylvania
$37K +$37K +1,450 New
WR
1641
Watson Rebecca
$37K +$37K +1,464 New
AssetMark Inc
1642
AssetMark Inc
California
$36K -$768K -30,284 -96%
GAM
1643
Gemmer Asset Management
California
$36K -$38.7K -1,514 -52%
NC
1644
NewSquare Capital
Pennsylvania
$36K +$2.7K +104 +8%
APWM
1645
Atlas Private Wealth Management
New York
$35K -$6.27K -242 -15%
EIP
1646
Ellis Investment Partners
Pennsylvania
$35K -$3.01K -122 -8%
CFG
1647
Capstone Financial Group
Oklahoma
$34K -$640K -26,277 -95%
CWM
1648
Cranbrook Wealth Management
Michigan
$33K -$1.79K -69 -5%
TFA
1649
Transamerica Financial Advisors
Florida
$32K +$32K +1,234 New
BCA
1650
Berman Capital Advisors
Georgia
$31K -$35.9K -1,431 -54%
64 65
66
67 68