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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 %
GJCM
1826
Grand Jean Capital Management
California
– -$601K -20,950 Closed
QSS
1827
Quantitative Systematic Strategies
Florida
– -$595K -20,715 Closed
FB
1828
Fulton Bank
Pennsylvania
– -$576K -20,099 Closed
VWM
1829
Vigilare Wealth Management
Arizona
– -$545K -19,000 Closed
CIM
1830
Chiron Investment Management
New York
– -$544K -18,965 Closed
NFC
1831
Northeast Financial Consultants
Connecticut
– -$499K -17,376 Closed
ATPW
1832
Ashton Thomas Private Wealth
Arizona
– -$495K -17,259 Closed
MFG
1833
MidWestOne Financial Group
Iowa
– -$483K -16,859 Closed
BAC
1834
Boys Arnold & Co
North Carolina
– -$482K -16,803 Closed
KJHP
1835
K.J. Harrison & Partners
Ontario, Canada
– -$470K -16,393 Closed
AIM
1836
Axiom Investment Management
New York
– -$449K -15,662 Closed
CP
1837
Cumberland Partners
Ontario, Canada
– -$439K -15,288 Closed
SWM
1838
Strategic Wealth Management
Washington
– -$433K -15,071 Closed
EWA
1839
ERTS Wealth Advisors
Michigan
– -$415K -14,471 Closed
TW
1840
Transform Wealth
Colorado
– -$407K -14,184 Closed
AHB
1841
Abner Herrman & Brock
New Jersey
– -$401K -13,989 Closed
B
1842
Bailard
California
– -$396K -13,796 Closed
CA
1843
CapWealth Advisors
Tennessee
– -$387K -13,500 Closed
BIAS
1844
Beacon Investment Advisory Services
New Jersey
– -$386K -13,450 Closed
NDSI
1845
Newman Dignan & Sheerar Inc
Rhode Island
– -$377K -13,239 Closed
VCM
1846
Vision Capital Management
Oregon
– -$374K -13,038 Closed
BCM
1847
Bienville Capital Management
New York
– -$373K -12,982 Closed
MW
1848
Marcum Wealth
Ohio
– -$367K -12,789 Closed
AMCA
1849
Arthur M. Cohen & Associates
Illinois
– -$333K -12,517 Closed
TA
1850
Tiedemann Advisors
New York
– -$353K -12,314 Closed
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