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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 %
SC
1776
Stralem & Co
New York
$7K +$7K +246 New
AWM
1777
AllSquare Wealth Management
New York
$6K -$11.1K -371 -65%
RCA
1778
Ranch Capital Advisors
Florida
$6K -$5.12K -180 -46%
FNBOSM
1779
First National Bank of South Miami
Florida
$6K – – –
AIM
1780
AIA Investment Management
Singapore
$6K – – –
NICM
1781
Neo Ivy Capital Management
New York
$6K +$6K +218 New
FA
1782
Fortis Advisors
Pennsylvania
$5K -$62.5K -2,100 -93%
FCH
1783
Freestone Capital Holdings
Washington
$4.88K +$1.7K +59,133 +53%
PGAM
1784
Princeton Global Asset Management
New Jersey
$4K -$31.6K -1,128 -89%
BHWM
1785
Bay Harbor Wealth Management
Maryland
$4K – – –
TFGT
1786
TS Financial Group (TSFG)
Illinois
$4K – – –
SFPG
1787
Stonebridge Financial Planning Group
Florida
$4K +$4K +132 New
WCM
1788
Wealthcare Capital Management
Virginia
$3K -$6.21K -207 -67%
SIA
1789
SeaBridge Investment Advisors
New Jersey
$3K – – –
JPLA
1790
Joseph P. Lucia & Associates
New York
$3K – – –
ETC
1791
Exchange Traded Concepts
Oklahoma
$3K +$1.05K +34 +54%
CWA
1792
Core Wealth Advisors
Florida
$3K +$3K +107 New
LAS
1793
Lloyd Advisory Services
Georgia
$2K -$4.38K -138 -69%
BCM
1794
Bourgeon Capital Management
Connecticut
$2K +$2K +72 New
TFA
1795
Toth Financial Advisory
Virginia
$1K – – –
SL
1796
Salomon & Ludwin
Virginia
$1K – – –
BCMIO
1797
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +24 New
OFG
1798
OmniStar Financial Group
North Carolina
$1K +$1K +26 New
NL
1799
NWAM LLC
Washington
$704 +$442 +15,387 +169%
TI
1800
tru Independence
Oregon
$573 – – –
70 71
72
73 74