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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 %
WOC
1726
West Oak Capital
California
$26K +$4.33K +150 +20%
WAM
1727
Wolverine Asset Management
Illinois
$26K +$26K +911 New
YAL
1728
Your Advocates Ltd
Texas
$26K +$26K +921 New
HDIM
1729
Hanson & Doremus Investment Management
Vermont
$25K – – –
CA
1730
Crewe Advisors
Utah
$24K -$34K -1,170 -59%
SFSIG
1731
San Francisco Sentry Investment Group
California
$24K -$12.1K -421 -34%
BCM
1732
Birch Capital Management
Texas
$24K – – –
SL
1733
Savior LLC
Massachusetts
$23K -$11.9K -421 -34%
FEG
1734
Financial Enhancement Group
Indiana
$23K -$11.7K -400 -34%
NEIRG
1735
New England Investment & Retirement Group
Massachusetts
$20K +$20K +700 New
WQ
1736
Wealth Quarterback
New Jersey
$19.1K -$464K -16,153 -96%
FG
1737
FSI Group
Ohio
$18K -$235K -7,978 -93%
SIAP
1738
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$333 +12 +2%
TC
1739
Truvestments Capital
Florida
$18K +$18K +629 New
CHA
1740
Carmichael Hill & Associates
Maryland
$17K -$2.86K -101 -14%
FGAM
1741
Financial Gravity Asset Management
Texas
$16.6K -$2.13K -87 -11%
LGWM
1742
Litman Gregory Wealth Management
California
$16K – – –
VIMU
1743
Veritas Investment Management (UK)
United Kingdom
$16K – – –
CCM
1744
Cox Capital Management
Massachusetts
$16K +$16K +300 New
CQS
1745
Credential Qtrade Securities
$15.3K -$610K -21,264 -98%
NCM
1746
New Capital Management
Texas
$15K – – –
BWM
1747
Baystate Wealth Management
Massachusetts
$15K +$29 +1 +0.2%
CAL
1748
Capital Advisors Ltd
Ohio
$15K +$10K +351 +201%
LSA
1749
Lion Street Advisors
Texas
$15K +$15K +522 New
EWP
1750
Engrave Wealth Partners
Texas
$14K -$8.19K -300 -37%
68 69
70
71 72