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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 %
AWM
1801
Argent Wealth Management
Massachusetts
– -$1.36M -47,324 Closed
CA
1802
Commerzbank Aktiengesellschaft
Germany
– -$1.33M -46,339 Closed
BDF
1803
Balasa Dinverno & Foltz
– -$1.33M -46,312 Closed
CIM
1804
CenturyLink Investment Management
Colorado
– -$1.33M -46,186 Closed
MYIA
1805
Mount Yale Investment Advisors
Colorado
– -$1.21M -42,044 Closed
SWMG
1806
Signature Wealth Management Group
Georgia
– -$1.16M -40,528 Closed
CIC
1807
Canal Insurance Company
South Carolina
– -$1.15M -40,000 Closed
GC
1808
Guardian Capital
Ontario, Canada
– -$1.01M -35,230 Closed
KSCM
1809
Kamunting Street Capital Management
Florida
– -$982K -34,200 Closed
WCM
1810
Wunderlich Capital Managemnt
Tennessee
– -$946K -32,952 Closed
SIG
1811
Sky Investment Group
Connecticut
– -$931K -32,436 Closed
CFMC
1812
Curbstone Financial Management Corp
New Hampshire
– -$907K -31,606 Closed
PI
1813
PFS Investments
Georgia
– -$899K -31,320 Closed
ICOM
1814
Investment Counselors of Maryland
Maryland
– -$892K -31,095 Closed
TFS
1815
Thoroughbred Financial Services
Tennessee
– -$857K -29,866 Closed
NL
1816
NWAM LLC
Washington
– -$704 -24,517 Closed
SFM
1817
Signet Financial Management
New Jersey
– -$589K -24,490 Closed
HC
1818
HNP Capital
New York
– -$640K -23,847 Closed
LFM
1819
Lumina Fund Management
New York
– -$680K -23,700 Closed
AFG
1820
Albion Financial Group
Utah
– -$680K -23,700 Closed
MIA
1821
MainStreet Investment Advisors
Illinois
– -$657K -22,887 Closed
CP
1822
Covenant Partners
Tennessee
– -$647K -22,543 Closed
BEC
1823
Blue Edge Capital
Virginia
– -$638K -22,221 Closed
OIS
1824
Okabena Investment Services
Minnesota
– -$618K -21,517 Closed
MS
1825
Maven Securities
Jersey
– -$607K -21,160 Closed
71 72
73
74 75