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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 %
ACM
1726
Ategra Capital Management
Virginia
– -$287K -11,229 Closed
VSWA
1727
Vontobel Swiss Wealth Advisors
Switzerland
– -$282K -11,000 Closed
SIC
1728
SFE Investment Counsel
California
– -$281K -10,968 Closed
AUB
1729
Atlantic Union Bankshares
Virginia
– -$280K -10,949 Closed
WPP
1730
Whalerock Point Partners
Rhode Island
– -$274K -10,720 Closed
PP
1731
Patten & Patten
Tennessee
– -$274K -10,707 Closed
SNBOSCI
1732
Security National Bank of Sioux City Iowa
Iowa
– -$273K -10,675 Closed
CAM
1733
Cidel Asset Management
Ontario, Canada
– -$267K -10,420 Closed
CCM
1734
Crabel Capital Management
California
– -$263K -10,311 Closed
SCM
1735
Snow Capital Management
Pennsylvania
– -$263K -10,281 Closed
BRWM
1736
B. Riley Wealth Management
Tennessee
– -$261K -10,207 Closed
CBN
1737
Cadence Bank NA
Texas
– -$258K -10,096 Closed
HWM
1738
Hohimer Wealth Management
Washington
– -$257K -10,031 Closed
RWP
1739
RWA Wealth Partners
Massachusetts
– -$255K -9,978 Closed
SRAM
1740
Stone Ridge Asset Management
New York
– -$255K -9,947 Closed
ST
1741
Sabal Trust
Florida
– -$253K -9,898 Closed
GVAG
1742
Great Valley Advisor Group
Delaware
– -$253K -9,861 Closed
RG
1743
Rikoon Group
New Mexico
– -$252K -9,857 Closed
TI
1744
Tidal Investments
Wisconsin
– -$247K -9,639 Closed
HT
1745
Heritage Trust
Oklahoma
– -$239K -9,340 Closed
IIC
1746
Integrated Investment Consultants
Michigan
– -$239K -9,326 Closed
TWM
1747
Titus Wealth Management
California
– -$233K -9,095 Closed
DAM
1748
Deltec Asset Management
New York
– -$232K -9,060 Closed
CWM
1749
Chesapeake Wealth Management
Virginia
– -$232K -9,052 Closed
WHRC
1750
W.H. Reaves & Co
New Jersey
– -$231K -9,030 Closed
68 69
70
71 72