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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 %
GFPC
1651
Global Financial Private Client
Florida
$30.5K – – –
MCA
1652
Mercer Capital Advisers
New Jersey
$30K – – –
MWC
1653
MBM Wealth Consultants
Missouri
$29K – – –
HWA
1654
HHM Wealth Advisors
Tennessee
$29K +$5.1K +200 +21%
CFO
1655
CVA Family Office
Colorado
$26K -$49.5K -1,903 -66%
WAM
1656
Westport Asset Management
Connecticut
$26K – – –
FWM
1657
Filbrandt Wealth Management
Wisconsin
$26K +$26K +1,000 New
KFS
1658
Kelly Financial Services
Massachusetts
$26K +$128 +5 +0.5%
SFFS
1659
Stonehage Fleming Financial Services
Jersey
$25K – – –
ED
1660
Exane Derivatives
France
$24.9K -$14.1K -550 -36%
VRM
1661
Vectors Research Management
New York
$24K -$9.96K -391 -29%
TCCM
1662
Timber Creek Capital Management
Massachusetts
$24K – – –
LWA
1663
Lenox Wealth Advisors
New York
$23K -$7.71K -298 -25%
YAL
1664
Your Advocates Ltd
Texas
$22K – – –
CFFP
1665
Center for Financial Planning
Michigan
$21K -$188K -7,413 -90%
AIM
1666
AIA Investment Management
Singapore
$21K +$15.6K +607 +286%
PA
1667
Procyon Advisors
Connecticut
$20K -$6.49K -253 -24%
FEG
1668
Financial Enhancement Group
Indiana
$20K – – –
EWM
1669
Endurance Wealth Management
Rhode Island
$19K -$511K -19,650 -96%
LF
1670
Lee Financial
Texas
$19K -$14.3K -565 -43%
WOC
1671
West Oak Capital
California
$19K -$3.8K -150 -17%
FWM
1672
FSA Wealth Management
Massachusetts
$19K +$7.86K +300 +71%
TF
1673
TimeScale Financial
Massachusetts
$18K -$12.9K -498 -42%
SL
1674
Savior LLC
Massachusetts
$18K -$3.35K -128 -16%
AA
1675
AlphaMark Advisors
Kentucky
$18K +$5.14K +200 +40%
65 66
67
68 69