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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 %
SWM
1951
Segment Wealth Management
Texas
– -$412K -7,658 Closed
MSAM
1952
Moloney Securities Asset Management
Missouri
– -$409K -7,612 Closed
PFS
1953
Physicians Financial Services
North Carolina
– -$409K -7,603 Closed
EGA
1954
E&G Advisors
Texas
– -$409K -7,598 Closed
WA
1955
WBH Advisory
Maryland
– -$408K -7,595 Closed
MWM
1956
Minot Wealth Management
Massachusetts
– -$367K -7,558 Closed
BCP
1957
Blue Chip Partners
Michigan
– -$405K -7,534 Closed
GBBWRPM
1958
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$402K -7,466 Closed
GWCM
1959
Godshalk Welsh Capital Management
Pennsylvania
– -$401K -7,450 Closed
MPCG
1960
Matrix Private Capital Group
New York
– -$399K -7,420 Closed
OFW
1961
Omnia Family Wealth
Florida
– -$399K -7,417 Closed
AFM
1962
Andesa Financial Management
Pennsylvania
– -$394K -7,298 Closed
RPWA
1963
Regent Peak Wealth Advisors
Georgia
– -$392K -7,296 Closed
HCA
1964
Harbour Capital Advisors
Virginia
– -$392K -7,291 Closed
BAS
1965
Brown Advisory Securities
Maryland
– -$392K -7,271 Closed
BCWM
1966
Blue Chip Wealth Management
Florida
– -$389K -7,230 Closed
LNB
1967
Ledyard National Bank
– -$388K -7,209 Closed
QT
1968
Quantamental Technologies
New York
– -$387K -7,195 Closed
V
1969
VeraBank
Texas
– -$385K -7,151 Closed
PIM
1970
Penobscot Investment Management
Massachusetts
– -$384K -7,139 Closed
SAA
1971
Southeast Asset Advisors
Georgia
– -$383K -7,111 Closed
WC
1972
Weil Company
California
– -$381K -7,076 Closed
DIA
1973
Dean Investment Associates
Ohio
– -$380K -7,054 Closed
MCM
1974
Murphy Capital Management
New Jersey
– -$379K -7,053 Closed
ADBIC
1975
A.D. Beadell Investment Counsel
Wisconsin
– -$377K -7,025 Closed
77 78
79
80 81