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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 %
WIM
1801
Westside Investment Management
California
$10 +$10 +360 New
CSIA
1802
Charles Schwab Investment Advisory
California
– -$444M -8,244,517 Closed
OAC
1803
OMERS Administration Corp
Ontario, Canada
– -$217M -4,026,840 Closed
FPP
1804
Findlay Park Partners
United Kingdom
– -$159M -2,963,784 Closed
BCF
1805
BLS Capital Fondsmaeglerselskab
Denmark
– -$96.5M -1,794,350 Closed
RP
1806
Regal Partners
Australia
– -$89.1M -1,656,479 Closed
ZIG
1807
Zurich Insurance Group
Switzerland
– -$70.2M -1,304,342 Closed
HF
1808
HRT Financial
New York
– -$60.2M -1,119,876 Closed
JWBC
1809
John W. Bristol & Co
New York
– -$54.3M -1,008,804 Closed
BA
1810
Bridgewater Associates
Connecticut
– -$47.5M -883,420 Closed
DFO
1811
Duquesne Family Office
New York
– -$46.7M -867,900 Closed
FVP
1812
Firefly Value Partners
Pennsylvania
– -$43.3M -805,172 Closed
PC
1813
Packer & Co
Australia
– -$41.3M -767,300 Closed
CI
1814
Cambiar Investors
Colorado
– -$40.3M -749,894 Closed
ACL
1815
Azora Capital LP
Florida
– -$34.4M -639,927 Closed
Pacer Advisors
1816
Pacer Advisors
Pennsylvania
– -$23.7M -440,445 Closed
PWAG
1817
Polaris Wealth Advisory Group
California
– -$19.8M -401,403 Closed
CLG
1818
Cooperman Leon G
– -$21.2M -393,600 Closed
ACM
1819
Argent Capital Management
Missouri
– -$19.7M -366,548 Closed
VCM
1820
Voleon Capital Management
California
– -$18.9M -352,000 Closed
Diamond Hill Capital Management
1821
Diamond Hill Capital Management
Ohio
– -$17.7M -328,982 Closed
PR
1822
Payden & Rygel
California
– -$17M -316,700 Closed
SP
1823
Sarasin & Partners
United Kingdom
– -$16.9M -313,708 Closed
DWM
1824
Doyle Wealth Management
Florida
– -$16.8M -313,068 Closed
VWM
1825
Valley Wealth Managers
New Jersey
– -$16.5M -307,006 Closed
71 72
73
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