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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
1901
Wallace Capital Management
Texas
– -$214K -7,449 Closed
CWM
1902
Cahaba Wealth Management
Georgia
– -$211K -7,361 Closed
FDCC
1903
Foster Dykema Cabot & Co
Massachusetts
– -$211K -7,343 Closed
BWM
1904
Buckley Wealth Management
Nevada
– -$210K -7,306 Closed
ET
1905
Equitable Trust
Tennessee
– -$209K -7,303 Closed
BSB
1906
Bangor Savings Bank
Maine
– -$208K -7,266 Closed
HL
1907
HeadInvest LLC
Maine
– -$208K -7,249 Closed
BWP
1908
Bernardo Wealth Planning
Pennsylvania
– -$206K -7,199 Closed
PGIM
1909
Pacific Global Investment Management
California
– -$207K -7,198 Closed
CVM
1910
Cheviot Value Management
California
– -$206K -7,173 Closed
BG
1911
Berry Group
Massachusetts
– -$205K -7,156 Closed
IHL
1912
Investment House LLC
California
– -$202K -7,030 Closed
OWA
1913
One Wealth Advisors
California
– -$202K -7,026 Closed
FAB
1914
First American Bank
Illinois
– -$201K -7,004 Closed
ACM
1915
Adalta Capital Management
New York
– -$201K -7,000 Closed
UAS
1916
United Asset Strategies
New York
– -$200K -6,970 Closed
LRPA
1917
L. Roy Papp & Associates
Arizona
– -$200K -6,968 Closed
JWCA
1918
J.W. Coons Advisors
Ohio
– -$200K -6,948 Closed
USGIU
1919
U.S. Global Investors (USGI)
Texas
– -$154K -5,358 Closed
KC
1920
Knuff & Co
California
– -$146K -5,100 Closed
SM
1921
SG3 Management
Puerto Rico
– -$144K -5,000 Closed
GS
1922
Gagnon Securities
New York
– -$136K -4,725 Closed
SM
1923
Salzhauer Michael
– -$135K -4,710 Closed
KFI
1924
Key Financial Inc
Pennsylvania
– -$96K -3,210 Closed
CII
1925
Capital International Inc
California
– -$90K -3,131 Closed
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