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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 %
MWP
1851
MYCIO Wealth Partners
Pennsylvania
– -$4.63M -86,113 Closed
PAG
1852
Private Advisory Group
Washington
– -$4.57M -84,987 Closed
GCA
1853
Gideon Capital Advisors
New York
– -$4.48M -83,348 Closed
GCIA
1854
Gabelli & Co Investment Advisers
New York
– -$4.4M -81,693 Closed
Tudor Investment Corp
1855
Tudor Investment Corp
Connecticut
– -$4.38M -81,493 Closed
MME
1856
Meag Munich Ergo
Germany
– -$3.31M -61,803 Closed
MPM
1857
Meritage Portfolio Management
Kansas
– -$3.19M -59,376 Closed
DR
1858
Davis Rea
Ontario, Canada
– -$2.97M -55,251 Closed
LCM
1859
Landscape Capital Management
New Jersey
– -$2.96M -55,096 Closed
AWM
1860
Adams Wealth Management
Utah
– -$2.89M -53,743 Closed
DLHL
1861
Donald L. Hagan LLC
Florida
– -$2.53M -51,679 Closed
SCI
1862
Stableford Capital II
Arizona
– -$2.74M -50,937 Closed
Verition Fund Management
1863
Verition Fund Management
Connecticut
– -$2.72M -50,478 Closed
QT
1864
Quantbot Technologies
New York
– -$2.66M -49,518 Closed
WCM
1865
Wisconsin Capital Management
Wisconsin
– -$2.64M -49,140 Closed
CMO
1866
Covenant Multifamily Offices
Texas
– -$3.21M -45,731 Closed
AP
1867
Adero Partners
California
– -$2.41M -44,729 Closed
IMC Chicago
1868
IMC Chicago
Illinois
– -$2.4M -44,534 Closed
SCA
1869
Sage Capital Advisors
South Dakota
– -$2.38M -44,183 Closed
EIM
1870
Essex Investment Management
Massachusetts
– -$2.31M -43,000 Closed
RHDIC
1871
R.H. Dinel Investment Counsel
California
– -$2.16M -40,175 Closed
GKFF
1872
George Kaiser Family Foundation
Oklahoma
– -$1.89M -35,113 Closed
DRS
1873
Deane Retirement Strategies
Louisiana
– -$1.89M -35,040 Closed
LHC
1874
Little House Capital
Massachusetts
– -$1.79M -33,251 Closed
Wealth Enhancement Advisory Services
1875
Wealth Enhancement Advisory Services
Minnesota
– -$1.62M -30,107 Closed
73 74
75
76 77