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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 %
PWM
2101
Paulson Wealth Management
Illinois
– -$221K -4,495 Closed
JWBC
2102
J.W. Burns & Co
New York
– -$242K -4,494 Closed
VCM
2103
Vigilant Capital Management
Maine
– -$241K -4,484 Closed
VAG
2104
VisionPoint Advisory Group
Texas
– -$241K -4,474 Closed
TAM
2105
Trust Asset Management
Texas
– -$239K -4,446 Closed
CTA
2106
Colonial Trust Advisors
South Carolina
– -$238K -4,432 Closed
CCG
2107
Chatham Capital Group
Georgia
– -$237K -4,402 Closed
CNC
2108
Citizens & Northern Corp
Pennsylvania
– -$235K -4,362 Closed
KCPG
2109
Kavar Capital Partners Group
Kansas
– -$235K -4,360 Closed
CFS
2110
CRA Financial Services
New Jersey
– -$234K -4,356 Closed
PFA
2111
Professional Financial Advisors
Nebraska
– -$234K -4,352 Closed
BA
2112
Ballast Advisors
Minnesota
– -$234K -4,343 Closed
AP
2113
Americana Partners
Texas
– -$233K -4,339 Closed
FI
2114
FormulaFolio Investments
Michigan
– -$233K -4,332 Closed
SWK
2115
Stephen W. Kidder
– -$231K -4,300 Closed
SFI
2116
SPC Financial Inc
Maryland
– -$230K -4,280 Closed
RMDI
2117
R.M. Davis Inc
Maine
– -$228K -4,237 Closed
BC
2118
Barnett & Company
Tennessee
– -$227K -4,222 Closed
IC
2119
Inscription Capital
Texas
– -$227K -4,212 Closed
WCWM
2120
Willow Creek Wealth Management
California
– -$227K -4,212 Closed
HI
2121
Harrington Investments
California
– -$227K -4,212 Closed
EB
2122
Eastern Bank
Massachusetts
– -$226K -4,206 Closed
SIC
2123
Sigma Investment Counselors
Michigan
– -$225K -4,190 Closed
LRIA
2124
Leonard Rickey Investment Advisors
Washington
– -$225K -4,186 Closed
RCG
2125
Ruane, Cunniff & Goldfarb
New York
– -$225K -4,181 Closed
83 84
85
86 87