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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 %
PCA
1701
Providence Capital Advisors
North Carolina
$42K -$6.64K -230 -14%
EIP
1702
Ellis Investment Partners
Pennsylvania
$40K +$3.25K +125 +9%
CWM
1703
Cranbrook Wealth Management
Michigan
$39K – – –
VRM
1704
Vectors Research Management
New York
$38K +$257 +9 +0.7%
LF
1705
Lee Financial
Texas
$38K +$462 +16 +1%
GWMIA
1706
Global Wealth Management Investment Advisory
Florida
$38K +$18.5K +643 +95%
MPWT
1707
MassMutual Private Wealth & Trust
Connecticut
$37K -$367K -12,682 -91%
NC
1708
NewSquare Capital
Pennsylvania
$37K +$3.77K +131 +11%
AWA
1709
Arkadios Wealth Advisors
Georgia
$36K -$22.7K -791 -39%
SGAM
1710
Smith Group Asset Management
Texas
$36K +$1.46K +51 +4%
FQ
1711
First Quadrant
California
$34K -$105K -3,689 -75%
LWA
1712
Lenox Wealth Advisors
New York
$34K -$16.8K -586 -33%
TF
1713
TimeScale Financial
Massachusetts
$34K – – –
MCA
1714
Mercer Capital Advisers
New Jersey
$34K +$29 +1 +0.1%
GFPC
1715
Global Financial Private Client
Florida
$32.3K – – –
MWC
1716
MBM Wealth Consultants
Missouri
$32K – – –
PA
1717
Procyon Advisors
Connecticut
$30K +$10.1K +347 +51%
SFFS
1718
Stonehage Fleming Financial Services
Jersey
$29K -$485K -16,740 -94%
WAM
1719
Westport Asset Management
Connecticut
$29K – – –
KFS
1720
Kelly Financial Services
Massachusetts
$28.9K +$115 +4 +0.4%
SC
1721
Solstein Capital
California
$28K -$5.03K -176 -15%
TCCM
1722
Timber Creek Capital Management
Massachusetts
$28K – – –
HWA
1723
HHM Wealth Advisors
Tennessee
$27K +$27K +938 New
EWM
1724
EPG Wealth Management
Georgia
$26K -$34.7K -1,208 -57%
LWM
1725
Lenox Wealth Management
Ohio
$26K -$19.8K -700 -43%
67 68
69
70 71