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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 %
WCA
1676
Windsor Creek Advisors
Vermont
– -$625K -24,400 Closed
ODCM
1677
Old Dominion Capital Management
Virginia
– -$614K -23,977 Closed
CIM
1678
Chapman Investment Management
California
– -$610K -23,839 Closed
AGM
1679
Alpine Global Management
New York
– -$594K -23,208 Closed
IWA
1680
IBEX Wealth Advisors
New Jersey
– -$579K -22,639 Closed
VVP
1681
Venture Visionary Partners
Ohio
– -$578K -22,596 Closed
PIG
1682
Pantheon Investment Group
California
– -$577K -22,544 Closed
NAM
1683
NorthCoast Asset Management
Connecticut
– -$568K -22,169 Closed
TIM
1684
Thornburg Investment Management
New Mexico
– -$560K -21,894 Closed
TCM
1685
Twin Capital Management
Pennsylvania
– -$556K -21,710 Closed
PM
1686
Parametrica Management
Hong Kong
– -$518K -20,250 Closed
APF
1687
Alaska Permanent Fund
Alaska
– -$495K -19,340 Closed
CIS
1688
Capital International Sarl
California
– -$492K -19,209 Closed
QCMC
1689
Quantum Capital Management (California)
California
– -$488K -19,080 Closed
FSA
1690
Financial Sense Advisors
California
– -$482K -18,823 Closed
CIS
1691
Connors Investor Services
Pennsylvania
– -$474K -18,517 Closed
SIC
1692
Shoker Investment Counsel
Ohio
– -$471K -18,422 Closed
CCWA
1693
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$445K -17,369 Closed
XSC
1694
X-Square Capital
Puerto Rico
– -$432K -16,890 Closed
CWM
1695
Centric Wealth Management
Illinois
– -$426K -16,638 Closed
WWM
1696
Windsor Wealth Management
Indiana
– -$426K -16,627 Closed
SBA
1697
Secrest Blakey & Associates
North Carolina
– -$421K -16,461 Closed
FIB
1698
First Interstate Bank
Montana
– -$421K -16,455 Closed
HA
1699
HC Advisors
Georgia
– -$404K -15,767 Closed
CPC
1700
Congress Park Capital
New York
– -$381K -14,870 Closed
66 67
68
69 70