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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 %
EMG
1851
Ellington Management Group
Connecticut
– -$347K -12,100 Closed
AHC
1852
Adell Harriman & Carpenter
Texas
– -$333K -11,600 Closed
PCM
1853
Pointe Capital Management
Michigan
– -$326K -11,376 Closed
CC
1854
Cognios Capital
Kansas
– -$326K -11,369 Closed
TH
1855
Timber Hill
Connecticut
– -$597K -11,100 Closed
GDP
1856
Great Diamond Partners
Maine
– -$312K -10,892 Closed
VAM
1857
Verity Asset Management
North Carolina
– -$303K -10,563 Closed
RSWM
1858
Robertson Stephens Wealth Management
California
– -$301K -10,490 Closed
BO
1859
Bank OZK
Arkansas
– -$301K -10,489 Closed
AIS
1860
Accurate Investment Solutions
Pennsylvania
– -$301K -10,475 Closed
FBB
1861
Fulton Breakefield Broenniman
Maryland
– -$290K -10,094 Closed
DAM
1862
Doheny Asset Management
California
– -$542K -10,080 Closed
CCMD
1863
Cypress Capital Management (Delaware)
Delaware
– -$287K -9,997 Closed
CFA
1864
CWS Financial Advisors
Michigan
– -$528K -9,819 Closed
LG
1865
LaFleur & Godfrey
Michigan
– -$281K -9,795 Closed
CPSAC
1866
Chas P. Smith & Associates (CPS)
Florida
– -$279K -9,734 Closed
LPIC
1867
LeJeune Puetz Investment Counsel
Michigan
– -$272K -9,475 Closed
XM
1868
XTX Markets
New York
– -$268K -9,327 Closed
FBC
1869
Fairfield, Bush & Co
Connecticut
– -$267K -9,311 Closed
WA
1870
Wambolt & Associates
Colorado
– -$263K -9,167 Closed
FPS
1871
Fieldpoint Private Securities
Connecticut
– -$259K -9,030 Closed
PT
1872
Plimoth Trust
Massachusetts
– -$259K -9,020 Closed
PP
1873
PagnatoKarp Partners
Virginia
– -$259K -9,011 Closed
GTCM
1874
Gyon Technologies Capital Management
New Jersey
– -$253K -8,799 Closed
WA
1875
Wealth Architects
California
– -$252K -8,782 Closed
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