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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 %
PAS
1876
Park Avenue Securities
New York
– -$1.58M -29,348 Closed
VCM
1877
Violich Capital Management
California
– -$1.52M -28,275 Closed
Assenagon Asset Management
1878
Assenagon Asset Management
Luxembourg
– -$1.5M -27,806 Closed
SCC
1879
Steel Canyon Capital
Arizona
– -$1.43M -26,587 Closed
MCAI
1880
Members Capital Advisors Inc
Wisconsin
– -$1.4M -26,100 Closed
FC
1881
Ferris Capital
Massachusetts
– -$1.36M -25,266 Closed
HI
1882
HBK Investments
Texas
– -$1.31M -24,297 Closed
FC
1883
Forte Capital
New York
– -$1.26M -23,409 Closed
TCM
1884
Tuttle Capital Management
Connecticut
– -$1.24M -23,112 Closed
SC
1885
Salzman & Co
New York
– -$1.24M -23,100 Closed
ACM
1886
Ayrshire Capital Management
Connecticut
– -$1.21M -22,488 Closed
OAM
1887
Oxford Asset Management
United Kingdom
– -$1.19M -22,138 Closed
VCM
1888
Virtue Capital Management
Tennessee
– -$1.18M -22,013 Closed
EWF
1889
Epstein & White Financial
California
– -$1.14M -21,146 Closed
EGM
1890
Engineers Gate Manager
New York
– -$1.14M -21,129 Closed
EHWM
1891
Eads & Heald Wealth Management
Georgia
– -$1M -18,654 Closed
WA1
1892
Wimmer Associates 1
California
– -$995K -18,498 Closed
TCM
1893
Teza Capital Management
Illinois
– -$922K -17,140 Closed
EWA
1894
Exencial Wealth Advisors
Oklahoma
– -$919K -17,083 Closed
AC
1895
Athanor Capital
New York
– -$904K -16,800 Closed
XS
1896
XR Securities
Illinois
– -$882K -16,394 Closed
PHK
1897
Point72 Hong Kong
Hong Kong
– -$878K -16,312 Closed
S
1898
SimplyRich
California
– -$857K -15,983 Closed
RCM
1899
Requisite Capital Management
Texas
– -$856K -15,905 Closed
TFCP
1900
Twin Focus Capital Partners
Massachusetts
– -$793K -14,742 Closed
74 75
76
77 78