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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
+$303M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$225M
5
Boston Partners
Boston Partners
Massachusetts
+$207M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$21.3B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$829M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$217M
4
American Century Companies
American Century Companies
Missouri
-$215M
5
BlackRock
BlackRock
New York
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
551
RegentAtlantic Capital
New Jersey
$4.49M +$311K +6,699 +7%
SPC
552
Sigma Planning Corp
Michigan
$4.47M +$1.27M +27,449 +40%
FP
553
Factorial Partners
New York
$4.45M +$181K +3,900 +4%
BMSSC
554
B. Metzler seel. Sohn & Co
Germany
$4.43M +$380K +8,183 +9%
OPPTF
555
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.43M -$11.1K -236 -0.2%
CCM
556
Callodine Capital Management
Massachusetts
$4.41M -$6.03M -130,000 -58%
WC
557
Winmill & Co
New York
$4.41M – – –
GIM
558
Goelzer Investment Management
Indiana
$4.4M -$496K -10,683 -10%
LS
559
Livforsakringsbolaget Skandia
Sweden
$4.37M -$4.13M -88,900 -49%
BPA
560
Beacon Pointe Advisors
California
$4.37M +$1.19M +25,675 +38%
Fuller & Thaler Asset Management
561
Fuller & Thaler Asset Management
California
$4.37M +$1.05M +22,600 +32%
NA
562
NewEdge Advisors
Louisiana
$4.32M +$678K +14,604 +19%
EP
563
Edgestream Partners
New Jersey
$4.32M +$3.2M +68,938 +286%
CWM
564
Concentric Wealth Management
California
$4.29M -$115K -2,472 -3%
AC
565
Asio Capital
Kentucky
$4.27M +$91.2K +1,965 +2%
WFC
566
Western Financial Corp
California
$4.25M -$3.48K -75 -0.1%
BNP Paribas Asset Management
567
BNP Paribas Asset Management
France
$4.24M -$246K -5,299 -5%
CK
568
Cohen Klingenstein
New York
$4.22M – – –
BS
569
Boenning & Scattergood
Pennsylvania
$4.21M -$73.2K -1,578 -2%
PWM
570
Perigon Wealth Management
California
$4.19M +$124K +2,674 +3%
OLA
571
Oliver Luxxe Assets
New Jersey
$4.16M +$279K +6,010 +7%
LMIM
572
Lockheed Martin Investment Management
Maryland
$4.15M -$11.7M -252,820 -74%
SBH
573
Segall Bryant & Hamill
Illinois
$4.09M +$245K +5,278 +6%
WDC
574
Woodward Diversified Capital
California
$4.09M -$510 -11 -0%
GFA
575
Gifford Fong Associates
California
$4.09M – – –
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