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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 %
CA
476
Continental Advisors
Utah
$6.89M +$906K +20,000 +15%
GIA
477
Granite Investment Advisors
New Hampshire
$6.84M +$127K +2,800 +2%
NC
478
Nixon Capital
Texas
$6.83M -$18.2M -252,341 -73%
Hudson Bay Capital Management
479
Hudson Bay Capital Management
Connecticut
$6.79M -$4.53M -100,000 -40%
CAN
480
Cetera Advisor Networks
California
$6.79M +$2.66M +58,707 +64%
MA
481
Montag & Associates
Georgia
$6.72M -$887K -19,590 -12%
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$6.67M +$2.87M +63,473 +76%
RCC
483
Red Cedar Capital
Nebraska
$6.57M -$50.3K -1,111 -0.8%
BFS
484
Bard Financial Services
Connecticut
$6.55M -$31.9K -705 -0.5%
JAM
485
Jupiter Asset Management
United Kingdom
$6.55M -$43.1M -952,559 -87%
RBA
486
Richard Bernstein Advisors
New York
$6.54M +$6.54M +144,439 New
MFG
487
Monte Financial Group
Connecticut
$6.54M +$546K +12,061 +9%
MML Investors Services
488
MML Investors Services
Massachusetts
$6.46M -$2.34M -51,607 -27%
ANTB
489
AMG National Trust Bank
Colorado
$6.46M +$4.89K +108 +0.1%
AIM
490
Achmea Investment Management
Netherlands
$6.46M +$5.32M +117,404 +467%
CIP
491
Chartwell Investment Partners
Pennsylvania
$6.45M -$483K -10,654 -7%
CCA
492
Checchi Capital Advisers
California
$6.42M +$35.2K +777 +0.6%
DY
493
Dowling & Yahnke
California
$6.39M +$157K +3,467 +3%
FFA
494
Fragasso Financial Advisors
Pennsylvania
$6.37M +$283K +6,239 +5%
FTC
495
Farmers Trust Company
Ohio
$6.35M -$447K -9,862 -7%
BCM
496
Blume Capital Management
California
$6.35M -$144K -3,186 -2%
ECM
497
Estabrook Capital Management
New York
$6.35M -$159K -3,518 -2%
Massachusetts Financial Services
498
Massachusetts Financial Services
Massachusetts
$6.23M +$1.2M +26,465 +24%
HHII
499
H&H International Investment
California
$6.16M – – –
AIP
500
Ameritas Investment Partners
Nebraska
$6.12M +$13.5K +298 +0.2%
18 19
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