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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 %
RBC
1751
Roble Belko & Company
Pennsylvania
$14K – – –
SWM
1752
Selective Wealth Management
Virginia
$14K +$5.59K +198 +66%
WFMPM
1753
Woodley Farra Manion Portfolio Management
Indiana
$14K +$5.67K +204 +68%
AA
1754
AlphaMark Advisors
Kentucky
$14K +$14K +500 New
CP
1755
Corbenic Partners
Pennsylvania
$13K – – –
CMA
1756
Cedar Mountain Advisors
Oregon
$13K +$1.68K +60 +15%
FWM
1757
FSA Wealth Management
Massachusetts
$12K -$9.01K -319 -43%
TCM
1758
TD Capital Management
Tennessee
$12K – – –
RTC
1759
Riverview Trust Company
Washington
$11K – – –
EAM
1760
Eukles Asset Management
Ohio
$11K +$936 +33 +9%
IRAG
1761
Investment Research & Advisory Group
Georgia
$11K +$11K +400 New
HWM
1762
HighMark Wealth Management
Minnesota
$10K -$79 -3 -0.8%
JSC
1763
Jackson Square Capital
California
$10K – – –
CBT
1764
Central Bank & Trust
Kentucky
$10K +$4.67K +165 +88%
AGA
1765
Accuvest Global Advisors
Utah
$10K +$10K +352 New
CAN
1766
Claraphi Advisory Network
United States
$9K +$9K +300 New
AC
1767
AlphaCore Capital
California
$9K +$9K +312 New
EWM
1768
Elmwood Wealth Management
California
$8.96K +$8.96K +171 New
MCM
1769
MV Capital Management
Maryland
$8K -$13.5K -451 -63%
EWA
1770
Evolution Wealth Advisors
Florida
$7K -$8.37K -306 -54%
JWBC
1771
John W. Brooker & Co
California
$7K -$2.38K -85 -25%
RAM
1772
Riggs Asset Management
Pennsylvania
$7K -$2.03K -77 -22%
HFS
1773
HBC Financial Services
Washington
$7K – – –
MFT
1774
Moisand Fitzgerald Tamayo
Florida
$7K +$4.1K +150 +142%
DI
1775
Disciplined Investments
Oklahoma
$7K +$5.76K +205 +466%
69 70
71
72 73