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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
$2.98B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$437M
3
Charles Schwab
Charles Schwab
California
$842M
4
Dodge & Cox
Dodge & Cox
California
$2.6B
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$748M

Top Sellers

1
DAM
Davis Asset Management
California
$10.2M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$357M
3
CSIA
Charles Schwab Investment Advisory
California
$0
4
Capital International Investors
Capital International Investors
California
$495M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$9.28B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.1B +$150M +5,224,396 +2%
BlackRock
3
BlackRock
New York
$7.88B -$84.2M -2,933,017 -1%
State Street
4
State Street
Massachusetts
$4.7B -$170M -5,917,687 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.98B +$446M +15,529,186 +18%
Dodge & Cox
6
Dodge & Cox
California
$2.6B +$175M +6,096,934 +7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.32B -$128M -4,472,765 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.63B +$38.8M +1,353,615 +2%
State Farm Mutual Automobile Insurance
9
State Farm Mutual Automobile Insurance
Illinois
$1.48B – – –
Franklin Resources
10
Franklin Resources
California
$1.43B -$132M -4,602,025 -8%
Primecap Management
11
Primecap Management
California
$1.36B -$109M -3,806,265 -7%
Northern Trust
12
Northern Trust
Illinois
$1.34B -$58.3M -2,030,604 -4%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.12B -$106M -3,697,163 -9%
Norges Bank
14
Norges Bank
Norway
$1.03B -$124M -4,328,376 -11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.02B -$23.4M -814,252 -2%
Bank of America
16
Bank of America
North Carolina
$981M -$46.3M -1,614,387 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$882M -$25.1M -874,123 -3%
Charles Schwab
18
Charles Schwab
California
$842M +$272M +9,485,775 +48%
Eagle Capital Management (New York)
19
Eagle Capital Management (New York)
New York
$831M +$41.6M +1,449,744 +5%
DSA
20
Davis Selected Advisers
Arizona
$793M +$33M +1,150,097 +4%
Invesco
21
Invesco
Georgia
$784M +$61.1M +2,130,637 +8%
LP
22
Longview Partners
Guernsey
$758M +$13.9M +484,080 +2%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$748M +$168M +5,857,316 +29%
AllianceBernstein
24
AllianceBernstein
Tennessee
$725M -$7.97M -277,631 -1%
Legal & General Group
25
Legal & General Group
United Kingdom
$692M -$3.45M -120,087 -0.5%
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