WFC icon

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 %
HA
151
Homestead Advisers
Virginia
$54.2M +$17.3M +603,608 +47%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$53.9M -$2.49M -86,764 -4%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$53.2M +$2.63M +91,500 +5%
CWM
154
CIBC World Markets
New York
$53.2M +$23.3M +811,570 +78%
PP
155
Prudential plc
United Kingdom
$53M +$39.5M +1,374,601 +291%
EIP
156
Epoch Investment Partners
New York
$52.4M -$560K -19,522 -1%
Mawer Investment Management
157
Mawer Investment Management
Alberta, Canada
$52.3M +$623K +21,446 +1%
HP
158
Hikari Power
Japan
$51.1M +$4.05M +141,250 +9%
BIP
159
Brandes Investment Partners
California
$50.7M +$1.07M +37,451 +2%
Connor, Clark & Lunn Investment Management (CC&L)
160
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$50.6M +$16.2M +563,912 +47%
Parallax Volatility Advisers
161
Parallax Volatility Advisers
California
$50.6M +$44.6M +1,552,742 +743%
AAI
162
American Assets Inc
California
$50.3M – – –
Voloridge Investment Management
163
Voloridge Investment Management
Florida
$49.8M +$49.8M +1,734,232 New
SI
164
Scharf Investments
California
$48.8M -$8.41M -292,946 -15%
C
165
Consulta
United Kingdom
$48.1M – – –
GF
166
Gabelli Funds
New York
$47.2M +$3.39M +118,050 +8%
AIA
167
Avalon Investment & Advisory
Texas
$46.6M +$12.8M +445,776 +38%
DJC
168
Daily Journal Corp
California
$45.7M – – –
Schroder Investment Management Group
169
Schroder Investment Management Group
United Kingdom
$45.1M +$70.2K +2,453 +0.2%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$45M -$17.9M -597,334 -28%
LI
171
Latash Investments
Alaska
$44.6M – – –
Calamos Advisors
172
Calamos Advisors
Illinois
$44.4M +$21.6M +752,660 +95%
TD Asset Management
173
TD Asset Management
Ontario, Canada
$44.3M -$799K -27,833 -2%
SL
174
Summitry LLC
California
$44.2M +$21M +732,448 +91%
MCI
175
McDonald Capital Investors
California
$44.2M -$411K -14,333 -0.9%
5 6
7
8 9