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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 %
ACM
676
Azimuth Capital Management
Michigan
$2.98M -$347K -7,660 -10%
PCM
677
Palouse Capital Management
Washington
$2.97M -$39.9K -880 -1%
CAG
678
Crestwood Advisors Group
Massachusetts
$2.97M -$76.4K -1,688 -3%
CIM
679
Cambria Investment Management
California
$2.96M +$411K +9,072 +16%
ACP
680
Ashfield Capital Partners
California
$2.96M – – –
BRWA
681
B. Riley Wealth Advisors
Florida
$2.95M -$434K -10,060 -13%
MFS
682
Mirabella Financial Services
United Kingdom
$2.94M -$1.02M -22,466 -26%
CAC
683
Core Alternative Capital
Georgia
$2.94M -$49.3K -1,088 -2%
LBC
684
Lowe Brockenbrough & Co
Virginia
$2.93M -$11.2K -248 -0.4%
IC
685
IEQ Capital
California
$2.93M +$821K +18,129 +39%
MLIC
686
Mandatum Life Insurance Company
Finland
$2.92M – – –
AWM
687
Avior Wealth Management
Nebraska
$2.92M +$255K +5,631 +10%
V
688
Veritable
Delaware
$2.89M +$47.9K +1,057 +2%
SCM
689
SOL Capital Management
Maryland
$2.87M -$210K -4,628 -7%
SJL
690
Shayne & Jacobs LLC
Tennessee
$2.87M +$32K +707 +1%
HAG
691
HighPoint Advisor Group
Illinois
$2.87M +$1.36M +29,968 +90%
AAM
692
Advisors Asset Management
Colorado
$2.85M +$169K +3,739 +6%
CA
693
Cetera Advisors
Colorado
$2.84M +$398K +8,789 +16%
MYAM
694
Meiji Yasuda Asset Management
Japan
$2.83M +$136K +3,011 +5%
MIAN
695
Mariner Independent Advisor Network
Kansas
$2.83M +$1.34M +29,661 +91%
CIA
696
Capital Investment Advisors
Georgia
$2.78M -$3.4K -75 -0.1%
ACM
697
Argyle Capital Management
Pennsylvania
$2.77M -$1.13K -25 -0%
HNB
698
Huntington National Bank
Ohio
$2.75M -$70K -1,546 -2%
EIM
699
Essex Investment Management
Massachusetts
$2.75M – – –
HPC
700
HM Payson & Co
Maine
$2.74M -$191K -4,217 -7%
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