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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 %
FC
2126
FCA Corp
Texas
– -$224K -4,161 Closed
SFA
2127
Stewardship Financial Advisors
Georgia
– -$223K -4,153 Closed
LFA
2128
Legacy Financial Advisors
Kentucky
– -$222K -4,121 Closed
SCP
2129
Sandhill Capital Partners
New York
– -$221K -4,107 Closed
HFAS
2130
Hummer Financial Advisory Services
Illinois
– -$221K -4,104 Closed
HAS
2131
HBW Advisory Services
California
– -$214K -4,060 Closed
PLFAM
2132
Pineno Levin & Ford Asset Management
Virginia
– -$217K -4,032 Closed
SNBOSD
2133
Security National Bank of So Dak
Iowa
– -$216K -4,012 Closed
OCM
2134
Orser Capital Management
Texas
– -$214K -4,000 Closed
IWP
2135
Icon Wealth Partners
Texas
– -$215K -3,988 Closed
TIA
2136
Tiemann Investment Advisors
California
– -$214K -3,981 Closed
SP
2137
Successful Portfolios
Florida
– -$213K -3,962 Closed
AM
2138
Atwater Malick
Pennsylvania
– -$213K -3,960 Closed
CSWG
2139
Cardinal Strategic Wealth Guidance
Kentucky
– -$212K -3,944 Closed
FC
2140
Fusion Capital
South Carolina
– -$212K -3,937 Closed
HKAM
2141
Horizon Kinetics Asset Management
New York
– -$212K -3,936 Closed
HFS
2142
Howard Financial Services
Texas
– -$212K -3,935 Closed
TAM
2143
Townsend Asset Management
North Carolina
– -$212K -3,932 Closed
GA
2144
Geller Advisors
New York
– -$211K -3,923 Closed
PCA
2145
Peddock Capital Advisors
Massachusetts
– -$210K -3,905 Closed
BIM
2146
Barton Investment Management
Pennsylvania
– -$210K -3,900 Closed
UBV
2147
United Bank (Virginia)
Virginia
– -$207K -3,849 Closed
CIP
2148
Capital Insight Partners
Arizona
– -$206K -3,834 Closed
MCWS
2149
McKinley Carter Wealth Services
West Virginia
– -$206K -3,833 Closed
NCM
2150
Novare Capital Management
North Carolina
– -$206K -3,826 Closed
84 85
86
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