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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 %
AFM
1901
Anson Funds Management
Texas
– -$753K -14,000 Closed
AWM
1902
Aries Wealth Management
Maine
– -$725K -13,660 Closed
WA
1903
Wheatland Advisors
Pennsylvania
– -$726K -13,487 Closed
PNAA
1904
Pictet North America Advisors
Switzerland
– -$724K -13,465 Closed
FCA
1905
FLC Capital Advisors
California
– -$715K -13,298 Closed
MFG
1906
Menard Financial Group
Texas
– -$694K -12,900 Closed
QI
1907
Qtron Investments
Massachusetts
– -$689K -12,808 Closed
BCP
1908
Berkeley Capital Partners
Georgia
– -$675K -12,543 Closed
TTWM
1909
TCV Trust & Wealth Management
Virginia
– -$671K -12,472 Closed
GC
1910
GFG Capital
Florida
– -$648K -12,052 Closed
PRC
1911
Pearl River Capital
Michigan
– -$643K -11,947 Closed
MC
1912
Machina Capital
France
– -$635K -11,809 Closed
WBC
1913
West Branch Capital
Massachusetts
– -$634K -11,793 Closed
JIP
1914
Jaffetilchin Investment Partners
Florida
– -$615K -11,438 Closed
GLI
1915
Guardian Life Insurance
New York
– -$610K -11,336 Closed
BAM
1916
Blueshift Asset Management
New Jersey
– -$588K -10,927 Closed
CPC
1917
Congress Park Capital
New York
– -$587K -10,910 Closed
AWA
1918
ARS Wealth Advisors
Florida
– -$583K -10,828 Closed
ACM
1919
Allred Capital Management
Texas
– -$567K -10,539 Closed
AOWM
1920
Alpha Omega Wealth Management
Virginia
– -$556K -10,343 Closed
TSS
1921
Two Sigma Securities
New York
– -$553K -10,273 Closed
TFF
1922
The Family Firm
Maryland
– -$552K -10,261 Closed
AC
1923
Avestar Capital
New York
– -$545K -10,141 Closed
EPA
1924
Element Pointe Advisors
Florida
– -$540K -10,030 Closed
BFPW
1925
BOK Financial Private Wealth
Colorado
– -$538K -10,007 Closed
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77
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