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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 %
KWM
576
Kingsview Wealth Management
Oregon
$4.33M +$271K +5,975 +7%
IIM
577
Intact Investment Management
Quebec, Canada
$4.31M -$756K -16,700 -15%
WC
578
Winmill & Co
New York
$4.3M – – –
CWM
579
Concentric Wealth Management
California
$4.3M -$32.5K -717 -0.7%
NAM
580
NorthCoast Asset Management
Connecticut
$4.29M +$2.41M +53,205 +128%
MHIC
581
Marble Harbor Investment Counsel
Massachusetts
$4.28M +$194K +4,273 +5%
OPPTF
582
OPSEU Pension Plan Trust Fund
Ontario, Canada
$4.26M -$240K -5,331 -5%
TCA
583
Transcend Capital Advisors
New Jersey
$4.25M -$121K -2,676 -3%
OFA
584
Oak Family Advisors
Illinois
$4.24M +$1.32M +29,078 +45%
B
585
BP
United Kingdom
$4.22M -$1.49M -32,897 -26%
BS
586
Boenning & Scattergood
Pennsylvania
$4.18M -$410K -9,042 -9%
FP
587
Factorial Partners
New York
$4.17M – – –
WFC
588
Western Financial Corp
California
$4.16M – – –
CK
589
Cohen Klingenstein
New York
$4.12M – – –
SLI
590
Sumitomo Life Insurance
Japan
$4.11M -$640K -14,127 -13%
RC
591
RegentAtlantic Capital
New Jersey
$4.08M +$1.41M +31,181 +53%
AC
592
Asio Capital
Kentucky
$4.08M +$154K +3,403 +4%
Point72 Asset Management
593
Point72 Asset Management
Connecticut
$4.03M +$2.63M +58,100 +189%
CA
594
Clearstead Advisors
Ohio
$4M -$797K -17,604 -17%
WDC
595
Woodward Diversified Capital
California
$3.99M -$361K -7,974 -8%
GFA
596
Gifford Fong Associates
California
$3.99M – – –
PWM
597
Perigon Wealth Management
California
$3.97M +$83.5K +1,843 +2%
BMSSC
598
B. Metzler seel. Sohn & Co
Germany
$3.95M -$2.14M -47,326 -35%
WF
599
Welch & Forbes
Massachusetts
$3.95M -$575K -12,687 -13%
SCM
600
Snow Capital Management
Pennsylvania
$3.95M +$140K +3,102 +4%
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