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

Top Sellers

1
WA
1
WestEnd Advisors
North Carolina
$21.8B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$356M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$0
4
American Century Companies
4
American Century Companies
Missouri
$386M
5
BlackRock
5
BlackRock
New York
$13.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$1.01B +$86.9M +1,873,101 +9%
Barclays
27
Barclays
United Kingdom
$1.01B +$45.7M +985,336 +5%
UBS AM
28
UBS AM
Illinois
$940M -$27M -581,192 -3%
TP
29
Theleme Partners
United Kingdom
$934M – – –
Pzena Investment Management
30
Pzena Investment Management
New York
$876M -$23M -494,973 -3%
Morgan Stanley
31
Morgan Stanley
New York
$867M -$66.4M -1,431,311 -7%
Franklin Resources
32
Franklin Resources
California
$858M -$16M -344,396 -2%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$809M +$2.97M +63,959 +0.4%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$809M -$81M -1,745,143 -9%
Boston Partners
35
Boston Partners
Massachusetts
$728M +$207M +4,462,674 +40%
DZ Bank
36
DZ Bank
Germany
$709M -$74.2M -1,597,686 -9%
Ameriprise
37
Ameriprise
Minnesota
$678M +$8.81M +189,579 +1%
Harris Associates
38
Harris Associates
Illinois
$626M +$11.6M +250,585 +2%
Allianz Asset Management
39
Allianz Asset Management
Germany
$582M +$303M +6,531,884 +109%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$559M -$50.3M -1,084,622 -8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$544M +$24.4M +526,550 +5%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$534M -$4.23M -91,097 -0.8%
RCWMU
43
Rothschild & Co Wealth Management (UK)
United Kingdom
$512M +$11.9M +255,376 +2%
Fidelity International
44
Fidelity International
Bermuda
$507M -$3M -64,544 -0.6%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$502M +$180M +3,861,585 +56%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$500M +$49.5M +1,066,555 +11%
Goldman Sachs
47
Goldman Sachs
New York
$500M +$77.4M +1,666,850 +18%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$479M +$64.4M +1,296,777 +16%
First Eagle Investment Management
49
First Eagle Investment Management
New York
$468M -$8.45M -182,031 -2%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$468M -$4.29M -92,521 -0.9%
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