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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 %
KPCM
1676
Kings Point Capital Management
New York
$64K -$3.96K -137 -6%
JWM
1677
Janiczek Wealth Management
Colorado
$64K – – –
RIA
1678
RPG Investment Advisory
California
$61K – – –
AJ
1679
Ashburton (Jersey)
Jersey
$59K – – –
NL
1680
NVWM LLC
Pennsylvania
$58K +$603 +21 +1%
GCM
1681
Gables Capital Management
Florida
$58K +$6.39K +223 +12%
SAM
1682
Security Asset Management
New York
$57K – – –
MWM
1683
MBE Wealth Management
Wisconsin
$57K +$57K +2,007 New
MTCM
1684
Mint Tower Capital Management
Netherlands
$56K +$56K +2,000 New
CIR
1685
Clear Investment Research
Georgia
$51K – – –
PCM
1686
Penserra Capital Management
California
$51K +$11K +436 +27%
DWM
1687
Darwin Wealth Management
Florida
$51K +$51K +1,803 New
BDWM
1688
Brewin Dolphin Wealth Management
Ireland
$50.2K – – –
CCM
1689
Cribstone Capital Management
Maine
$50K +$3.33K +115 +7%
CTB
1690
Country Trust Bank
Illinois
$49K -$17.8M -623,372 -100%
CCMW
1691
Cypress Capital Management (Wyoming)
Wyoming
$49K -$5.66K -199 -10%
GG
1692
Gleason Group
Kentucky
$49K +$599 +21 +1%
VC
1693
Vestor Capital
Illinois
$48K -$5.93K -206 -11%
QAM
1694
QCI Asset Management
New York
$46K -$2K -70 -4%
APWM
1695
Atlas Private Wealth Management
New York
$46K +$9.24K +320 +25%
PCIA
1696
Prime Capital Investment Advisors
Kansas
$44K +$22.3K +772 +103%
ED
1697
Exane Derivatives
France
$43.7K -$64.5K -2,247 -60%
Loomis, Sayles & Company
1698
Loomis, Sayles & Company
Massachusetts
$43K -$129K -4,527 -75%
FMTCOCP
1699
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43K -$2.67K -93 -6%
BAM
1700
Bellevue Asset Management
Washington
$43K +$14.5K +518 +51%
66 67
68
69 70