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Wells Fargo
WFC

Overview Fund Activity

1,898 hedge funds and large institutions have $156B invested in Wells Fargo in 2021 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 673 increasing their positions, 816 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,898
Holders Change
-24
Holders Change %
-1.25%
% of All Funds
33.33%
Holding in Top 10
96
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.69%
New
115
Increased
673
Reduced
816
Closed
114
Calls
$4.51B
Puts
$4.8B
Net Calls
-$291M
Net Calls Change
-$218M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.05B
2
AS
Altshuler Shaham
Israel
$309M
3
Allianz Asset Management
Allianz Asset Management
Germany
$582M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.62B
5
Boston Partners
Boston Partners
Massachusetts
$728M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$21.8B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$356M
3
Capital Research Global Investors
Capital Research Global Investors
California
$0
4
American Century Companies
American Century Companies
Missouri
$386M
5
BlackRock
BlackRock
New York
$13.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
376
Cynosure Group
Utah
$11.6M – – –
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.19M +25,606 +11%
CIS
378
Connors Investor Services
Pennsylvania
$11.4M +$188K +4,057 +2%
QOP
379
Quinn Opportunity Partners
Virginia
$11.4M -$2.11M -45,385 -16%
WIM
380
Wittenberg Investment Management
Massachusetts
$11.3M -$126K -2,709 -1%
CWM
381
Calamos Wealth Management
Illinois
$11.2M +$145K +3,123 +1%
DADC
382
D.A. Davidson & Co
Montana
$11.1M +$103K +2,213 +0.9%
KRS
383
Kentucky Retirement Systems
Kentucky
$11.1M -$90.1K -1,941 -0.8%
EGM
384
Engineers Gate Manager
New York
$11.1M +$10.5M +227,078 +2,035%
HCM
385
Hillman Capital Management
Maryland
$11M +$336K +7,246 +3%
ACM
386
AlphaCrest Capital Management
New York
$10.9M +$10.9M +235,071 New
SAM
387
Sabadell Asset Management
Spain
$10.9M +$186K +4,003 +2%
Wealthfront Advisers
388
Wealthfront Advisers
California
$10.7M +$2.88M +62,062 +37%
PMAM
389
Picton Mahoney Asset Management
Ontario, Canada
$10.6M +$237K +5,100 +2%
AF
390
Ally Financial
Michigan
$10.4M +$2.32M +50,000 +29%
PE
391
Point72 Europe
United Kingdom
$10.3M -$4.61M -99,300 -31%
JFL
392
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.3M -$655K -14,125 -6%
GWM
393
Geneos Wealth Management
Colorado
$10.1M -$55.9K -1,188 -0.5%
OCM
394
Olstein Capital Management
New York
$10.1M -$1.35M -29,000 -12%
WP
395
WealthSource Partners
California
$10.1M -$124K -2,680 -1%
AAA
396
Adams Asset Advisors
Texas
$10M +$49.5K +1,066 +0.5%
CHAM
397
Clear Harbor Asset Management
Connecticut
$9.97M +$91.4K +1,970 +0.9%
GA
398
GFS Advisors
Texas
$9.93M -$44.1K -950 -0.4%
AWM
399
AE Wealth Management
Kansas
$9.84M +$334K +7,200 +4%
CP
400
Clayton Partners
California
$9.77M +$466K +10,033 +5%
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16
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