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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 %
CBFP
1926
Cedar Brook Financial Partners
Ohio
– -$519K -9,644 Closed
SIM
1927
SSI Investment Management
California
– -$508K -9,464 Closed
KLI
1928
Kelman-Lazarov Inc
Tennessee
– -$491K -9,126 Closed
DWM
1929
Dakota Wealth Management
Florida
– -$483K -8,970 Closed
I2I
1930
Insight 2811 Inc
Illinois
– -$477K -8,858 Closed
MWM
1931
MorganRosel Wealth Management
Colorado
– -$476K -8,846 Closed
WP
1932
WMS Partners
Maryland
– -$473K -8,791 Closed
FAM
1933
Formidable Asset Management
Ohio
– -$420K -8,561 Closed
Jacobs Levy Equity Management
1934
Jacobs Levy Equity Management
New Jersey
– -$460K -8,558 Closed
SAM
1935
Smithbridge Asset Management
Pennsylvania
– -$459K -8,539 Closed
BFA
1936
Beaumont Financial Advisors
Massachusetts
– -$457K -8,488 Closed
NFGCM
1937
Norman Fields Gottscho Capital Management
New York
– -$456K -8,480 Closed
BSPF
1938
British Steel Pension Fund
United Kingdom
– -$440K -8,184 Closed
CCM
1939
Crabel Capital Management
California
– -$440K -8,175 Closed
OC
1940
Oarsman Capital
Wisconsin
– -$439K -8,166 Closed
BB
1941
Bell Bank
North Dakota
– -$439K -8,158 Closed
WSC
1942
Wellington Shields & Co
New York
– -$430K -7,997 Closed
22CM
1943
20/20 Capital Management
California
– -$378K -7,877 Closed
IWC
1944
Integrated Wealth Concepts
Massachusetts
– -$423K -7,861 Closed
FAT
1945
First American Trust
California
– -$420K -7,813 Closed
WCM
1946
Wedge Capital Management
North Carolina
– -$420K -7,804 Closed
ACM
1947
AlphaStar Capital Management
North Carolina
– -$417K -7,750 Closed
JWCA
1948
J.W. Cole Advisors
Florida
– -$417K -7,742 Closed
SDAM
1949
Shulman DeMeo Asset Management
New York
– -$414K -7,702 Closed
BA
1950
Bristlecone Advisors
Washington
– -$414K -7,696 Closed
76 77
78
79 80