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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 %
WCM
1876
Whitener Capital Management
North Carolina
– -$249K -8,685 Closed
HFG
1877
Heron Financial Group
New York
– -$253K -8,372 Closed
GC
1878
Gratus Capital
Georgia
– -$237K -8,243 Closed
WIA
1879
Westbourne Investment Advisors
Maryland
– -$235K -8,177 Closed
AF
1880
AMG Funds
Connecticut
– -$234K -8,170 Closed
MAM
1881
Madison Asset Management
Wisconsin
– -$233K -8,115 Closed
PCMC
1882
Private Capital Management (Colorado)
Colorado
– -$232K -8,093 Closed
I
1883
IberiaBank
Louisiana
– -$231K -8,050 Closed
RGC
1884
Roberts, Glore & Co
Illinois
– -$229K -8,011 Closed
CC
1885
Colrain Capital
Massachusetts
– -$230K -8,000 Closed
APG
1886
Abacus Planning Group
South Carolina
– -$230K -7,998 Closed
BCM
1887
Breiter Capital Management
Florida
– -$230K -7,997 Closed
PD
1888
Planning Directions
Pennsylvania
– -$228K -7,928 Closed
CC
1889
Cedar Capital
Illinois
– -$227K -7,923 Closed
B
1890
Bridgeworth
Alabama
– -$227K -7,905 Closed
VCAM
1891
Van Cleef Asset Management
Ohio
– -$227K -7,895 Closed
SAG
1892
Spotlight Asset Group
Illinois
– -$225K -7,854 Closed
ATFA
1893
All Terrain Financial Advisors
Minnesota
– -$223K -7,781 Closed
JFA
1894
Johanson Financial Advisors
California
– -$222K -7,768 Closed
OCM
1895
One Capital Management
California
– -$222K -7,739 Closed
WG
1896
Welch Group
Alabama
– -$220K -7,675 Closed
FHC
1897
First Heartland Consultants
Missouri
– -$218K -7,587 Closed
OAM
1898
Occidental Asset Management
California
– -$218K -7,587 Closed
LKIM
1899
Lawson Kroeker Investment Management
Nebraska
– -$218K -7,585 Closed
BWM
1900
BigSur Wealth Management
Florida
– -$214K -7,450 Closed
74 75
76
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