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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 %
UWPG
2076
Ullmann Wealth Partners Group
Florida
– -$269K -5,002 Closed
NME
2077
Notis-McConarty Edward
– -$269K -5,000 Closed
CWM
2078
Calamos Wealth Management
Illinois
– -$266K -4,941 Closed
HPWM
2079
Highland Private Wealth Management
Washington
– -$263K -4,879 Closed
WI
2080
Wedgewood Investors
Pennsylvania
– -$262K -4,878 Closed
TCM
2081
Traynor Capital Management
Pennsylvania
– -$261K -4,867 Closed
AA
2082
Apriem Advisors
California
– -$261K -4,850 Closed
DHFB
2083
Dixon Hubard Feinour & Brown
Virginia
– -$261K -4,850 Closed
DW
2084
Domani Wealth
Pennsylvania
– -$261K -4,849 Closed
WPC
2085
Waters Parkerson & Co
Louisiana
– -$260K -4,833 Closed
DS
2086
DRW Securities
Illinois
– -$254K -4,785 Closed
BST
2087
Bath Savings Trust
Maine
– -$258K -4,783 Closed
CAM
2088
Cozad Asset Management
Illinois
– -$253K -4,706 Closed
PWM
2089
PBMares Wealth Management
Virginia
– -$252K -4,683 Closed
RP
2090
Riverbridge Partners
Minnesota
– -$249K -4,628 Closed
NAM
2091
NTV Asset Management
West Virginia
– -$248K -4,604 Closed
BCM
2092
BTC Capital Management
Iowa
– -$249K -4,600 Closed
VCP
2093
Vista Capital Partners
Oregon
– -$246K -4,575 Closed
DAM
2094
Deltec Asset Management
New York
– -$245K -4,560 Closed
MC
2095
Miramar Capital
Illinois
– -$215K -4,555 Closed
CBTWT
2096
Community Bank & Trust (Waco, Texas)
Texas
– -$245K -4,550 Closed
HIC
2097
Harvey Investment Company
Kentucky
– -$244K -4,534 Closed
SSWM
2098
Smith Salley Wealth Management
North Carolina
– -$244K -4,532 Closed
KFGK
2099
Keystone Financial Group (Kentucky)
Kentucky
– -$242K -4,506 Closed
RW
2100
REDW Wealth
New Mexico
– -$242K -4,500 Closed
82 83
84
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