WFC icon

Wells Fargo
WFC

Overview Fund Activity

1,745 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 632 increasing their positions, 816 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,745
Holders Change
-58
Holders Change %
-3.22%
% of All Funds
35.87%
Holding in Top 10
48
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-36%
% of All Funds
0.99%
New
170
Increased
632
Reduced
816
Closed
211
Calls
$1.82B
Puts
$2.06B
Net Calls
-$239M
Net Calls Change
+$134M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$433M
2
Dodge & Cox
Dodge & Cox
California
+$324M
3
BlackRock
BlackRock
New York
+$304M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$157M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$149M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.19B
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$451M
3
Franklin Resources
Franklin Resources
California
-$423M
4
Boston Partners
Boston Partners
Massachusetts
-$385M
5
NEAM
New England Asset Management
Connecticut
-$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
MS
1726
Mizuho Securities
Japan
$4K +$4K +150 New
HS
1727
Horan Securities
United States
$4K +$4K +160 New
CQS
1728
Credential Qtrade Securities
$3.51K -$10.1K -396 -74%
PGAM
1729
Princeton Global Asset Management
New Jersey
$3K -$226 -10 -7%
SIA
1730
SeaBridge Investment Advisors
New Jersey
$3K – – –
JPLA
1731
Joseph P. Lucia & Associates
New York
$3K – – –
CAM
1732
ClariVest Asset Management
California
$3K +$3K +93 New
SMFG
1733
Sumitomo Mitsui Financial Group
Japan
$3K +$3K +102 New
FMP
1734
Financial Management Professionals
Texas
$3K +$3K +104 New
PG
1735
Proffitt & Goodson
Tennessee
$3K +$3K +121 New
BSAM
1736
Blue Square Asset Management
New York
$3K +$3K +126 New
CA
1737
Centerpoint Advisors
Massachusetts
$2K -$56.8K -2,500 -97%
BCM
1738
Bourgeon Capital Management
Connecticut
$2K – – –
LAS
1739
Lloyd Advisory Services
Georgia
$2K +$31 +1 +2%
RG
1740
Retirement Group
California
$1K +$1K +28 New
RCA
1741
Reitz Capital Advisors
Michigan
$1K +$1K +30 New
JG
1742
Jefferies Group
New York
$724 +$50 +1,951 +7%
TI
1743
tru Independence
Oregon
$599 +$90 +3,508 +18%
WIM
1744
Westside Investment Management
California
$7 -$1 -60 -17%
EIG
1745
EdgePoint Investment Group
Ontario, Canada
– -$451M -15,730,967 Closed
Capital World Investors
1746
Capital World Investors
California
– -$363M -12,664,854 Closed
Artisan Partners
1747
Artisan Partners
Wisconsin
– -$159M -5,529,084 Closed
CVA
1748
Ceredex Value Advisors
Florida
– -$75M -2,614,542 Closed
VAM
1749
Vontobel Asset Management
New York
– -$59.6M -1,911,415 Closed
EIP
1750
Epoch Investment Partners
New York
– -$52.4M -1,826,732 Closed
68 69
70
71 72