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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 %
HFP
1976
Holistic Financial Partners
Indiana
– -$375K -6,967 Closed
NFG
1977
Nations Financial Group
Iowa
– -$374K -6,952 Closed
KA
1978
Kovack Advisors
Florida
– -$374K -6,943 Closed
SAM
1979
Secure Asset Management
Michigan
– -$370K -6,883 Closed
BFIC
1980
Bedell Frazier Investment Counselling
California
– -$344K -6,823 Closed
CFW
1981
CA Family Wealth
California
– -$367K -6,815 Closed
WI
1982
Wintrust Investments
Illinois
– -$364K -6,765 Closed
LC
1983
LCNB Corp
Ohio
– -$361K -6,719 Closed
RG
1984
Rikoon Group
New Mexico
– -$360K -6,688 Closed
OWIM
1985
Old West Investment Management
California
– -$357K -6,637 Closed
DA
1986
Detalus Advisors
Missouri
– -$355K -6,606 Closed
Aristotle Capital Management
1987
Aristotle Capital Management
California
– -$355K -6,600 Closed
EWM
1988
Evermay Wealth Management
Virginia
– -$355K -6,591 Closed
PWP
1989
Private Wealth Partners
California
– -$354K -6,586 Closed
BFG
1990
Bouchey Financial Group
New York
– -$352K -6,549 Closed
VA
1991
Valmark Advisers
Ohio
– -$352K -6,548 Closed
QCM
1992
Quantinno Capital Management
New York
– -$342K -6,360 Closed
AFC
1993
AFT Forsyth & Company
Florida
– -$342K -6,349 Closed
P
1994
&Partners
Tennessee
– -$340K -6,326 Closed
OFS
1995
OneAscent Financial Services
Alabama
– -$340K -6,314 Closed
MJP
1996
Michael J. Puzo
– -$339K -6,300 Closed
SXL
1997
Summit X LLC
Missouri
– -$335K -6,298 Closed
HTHT
1998
Hemenway Trust Hemenway Trust
New Hampshire
– -$339K -6,294 Closed
MCM
1999
McRae Capital Management
New Jersey
– -$337K -6,272 Closed
SWA
2000
Stratos Wealth Advisors
Ohio
– -$335K -6,224 Closed
78 79
80
81 82