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Wells Fargo
WFC

Overview Fund Activity

1,922 hedge funds and large institutions have $154B invested in Wells Fargo in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 674 increasing their positions, 776 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,922
Holders Change
+58
Holders Change %
+3.11%
% of All Funds
33.55%
Holding in Top 10
96
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.69%
% of All Funds
1.68%
New
184
Increased
674
Reduced
776
Closed
114
Calls
$4.09B
Puts
$4.16B
Net Calls
-$72.5M
Net Calls Change
-$747M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1B
2
BlackRock
BlackRock
New York
+$697M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$520M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$418M
5
Boston Partners
Boston Partners
Massachusetts
+$381M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
-$823M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$366M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$362M
4
Deutsche Bank
Deutsche Bank
Germany
-$234M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
401
Candriam SCA
Luxembourg
$10.6M +$301K +6,657 +3%
GAM
402
Griffin Asset Management
New York
$10.6M +$1.5M +33,206 +17%
Mariner
403
Mariner
Kansas
$10.6M +$877K +19,360 +9%
SAM
404
Sabadell Asset Management
Spain
$10.5M +$10.5M +230,768 New
HCM
405
Hillman Capital Management
Maryland
$10.4M -$15.3K -337 -0.1%
SAM
406
Shell Asset Management
Netherlands
$10.4M -$6.55M -144,674 -39%
X
407
Xponance
Pennsylvania
$10.4M +$2.33M +51,546 +29%
CCM
408
Callodine Capital Management
Massachusetts
$10.2M – – –
IM
409
Islet Management
New York
$10.2M +$10.2M +225,000 New
MP
410
MSD Partners
New York
$10.2M -$40.7M -898,580 -80%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$404K +8,929 +4%
PMAM
412
Picton Mahoney Asset Management
Ontario, Canada
$10.1M -$6.35M -140,155 -38%
WP
413
WealthSource Partners
California
$9.99M +$272K +6,015 +3%
Jacobs Levy Equity Management
414
Jacobs Levy Equity Management
New Jersey
$9.8M +$4.63M +102,218 +90%
GWM
415
Geneos Wealth Management
Colorado
$9.75M -$1.59M -35,273 -14%
GA
416
GFS Advisors
Texas
$9.74M -$1.29M -28,420 -12%
AAA
417
Adams Asset Advisors
Texas
$9.72M -$1.1M -24,336 -10%
Mercer Global Advisors
418
Mercer Global Advisors
Colorado
$9.71M +$307K +6,775 +3%
CHAM
419
Clear Harbor Asset Management
Connecticut
$9.64M -$94.5K -2,086 -1%
FNF
420
Fidelity National Financial
Florida
$9.51M – – –
SFI
421
Sonic Fund II
Hawaii
$9.45M – – –
BG
422
Bahl & Gaynor
Ohio
$9.36M -$807K -17,808 -8%
AWM
423
AE Wealth Management
Kansas
$9.28M -$405K -8,953 -4%
EGA
424
Eagle Global Advisors
Texas
$9.24M +$299K +6,606 +3%
Vontobel Holding
425
Vontobel Holding
Switzerland
$9.22M +$746K +16,647 +9%
15 16
17
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