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Wells Fargo
WFC

Overview Fund Activity

2,061 hedge funds and large institutions have $135B invested in Wells Fargo in 2021 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 677 increasing their positions, 803 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,061
Holders Change
+163
Holders Change %
+8.59%
% of All Funds
31.83%
Holding in Top 10
92
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.17%
% of All Funds
1.42%
New
302
Increased
677
Reduced
803
Closed
107
Calls
$3.15B
Puts
$4.35B
Net Calls
-$1.2B
Net Calls Change
-$907M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.49B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.24B
3
Millennium Management
3
Millennium Management
New York
$362M
4
Citadel Advisors
4
Citadel Advisors
Florida
$346M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$648M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.12B
2
BlackRock
2
BlackRock
New York
$13.5B
3
Eagle Capital Management (New York)
3
Eagle Capital Management (New York)
New York
$961M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$15.6B
5
Dodge & Cox
5
Dodge & Cox
California
$6.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$967M -$5.54M -115,453 -0.6%
Eagle Capital Management (New York)
27
Eagle Capital Management (New York)
New York
$961M -$658M -13,711,865 -41%
Bank of America
28
Bank of America
North Carolina
$923M -$159M -3,321,550 -15%
Pzena Investment Management
29
Pzena Investment Management
New York
$905M -$456K -9,507 -0.1%
Franklin Resources
30
Franklin Resources
California
$896M +$9.52M +198,442 +1%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$852M +$15.4M +321,934 +2%
TP
32
Theleme Partners
United Kingdom
$794M -$171M -3,571,237 -18%
Ameriprise
33
Ameriprise
Minnesota
$740M +$45.8M +962,385 +7%
Boston Partners
34
Boston Partners
Massachusetts
$724M -$29.4M -611,398 -4%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$674M -$162M -3,381,113 -19%
Allianz Asset Management
36
Allianz Asset Management
Germany
$666M +$64.4M +1,341,545 +11%
Harris Associates
37
Harris Associates
Illinois
$655M +$7.59M +158,232 +1%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$648M +$165M +3,298,682 +34%
DZ Bank
39
DZ Bank
Germany
$634M -$101M -2,089,928 -14%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$561M -$1.39M -28,918 -0.2%
RCWMU
41
Rothschild & Co Wealth Management (UK)
United Kingdom
$529M -$1.15M -23,946 -0.2%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$527M -$50.9M -1,060,406 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$526M +$8.93M +186,092 +2%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$514M -$37.8M -787,838 -7%
PPA
45
Parametric Portfolio Associates
Washington
$472M +$37.4M +780,425 +9%
EVM
46
Eaton Vance Management
Massachusetts
$468M -$884K -18,417 -0.2%
Fidelity International
47
Fidelity International
Bermuda
$466M -$57.8M -1,205,076 -11%
Goldman Sachs
48
Goldman Sachs
New York
$463M -$53M -1,105,052 -10%
First Eagle Investment Management
49
First Eagle Investment Management
New York
$446M -$37.6M -784,218 -8%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$441M +$73.7M +1,535,147 +20%
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