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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 %
ST
701
Spinnaker Trust
Maine
$2.46M -$1.5M -32,274 -38%
LDB
702
Lee, Danner & Bass
Tennessee
$2.45M -$66.1K -1,425 -3%
CICI
703
Capital Investment Counsel Inc
North Carolina
$2.45M +$69.6K +1,500 +3%
XWM
704
Xcel Wealth Management
Florida
$2.44M +$1.06M +22,900 +77%
TNA
705
True North Advisors
Texas
$2.43M -$3.06K -66 -0.1%
EF
706
Empirical Finance
Pennsylvania
$2.41M +$133K +2,863 +6%
AFS
707
Aft Forsyth & Sober
Florida
$2.39M +$23.2K +500 +1%
CAM
708
Cresset Asset Management
Illinois
$2.37M +$567K +12,221 +31%
IA
709
IFP Advisors
Florida
$2.35M +$449K +9,660 +24%
JC
710
JB Capital
Connecticut
$2.33M +$2.33M +50,125 New
Connor, Clark & Lunn Investment Management (CC&L)
711
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.32M -$28.8M -621,388 -93%
IR
712
IAT Reinsurance
New York
$2.32M – – –
CANC
713
Culbertson A N & Co
Virginia
$2.3M +$4.6K +99 +0.2%
SC
714
Savant Capital
Illinois
$2.3M +$82K +1,767 +4%
FG
715
Foster Group
Iowa
$2.3M -$163K -3,519 -7%
HI
716
Horizon Investments
North Carolina
$2.29M -$847K -18,318 -27%
SG
717
Somerset Group
Minnesota
$2.28M – – –
DA
718
DCM Advisors
New York
$2.27M +$2.27M +48,956 New
SCM
719
Schnieders Capital Management
California
$2.27M +$167K +3,600 +8%
ICM
720
IMS Capital Management
Oregon
$2.27M +$30.7K +662 +1%
KLCM
721
KG&L Capital Management
Louisiana
$2.25M -$93.4K -2,013 -4%
MYLI
722
Meiji Yasuda Life Insurance
Japan
$2.24M +$349K +7,518 +18%
KA
723
Kintegral Advisory
New York
$2.24M – – –
DDC
724
DF Dent & Co
Maryland
$2.23M – – –
EML
725
Eos Management LP
New York
$2.23M – – –
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