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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 %
MAP
726
Moody Aldrich Partners
Massachusetts
$2.45M +$2.45M +54,182 New
HWM
727
HighMark Wealth Management
Minnesota
$2.45M +$1.04K +23 +0%
MC
728
Moors & Cabot
Massachusetts
$2.42M +$247K +5,456 +11%
VNIM
729
Vaughan Nelson Investment Management
Texas
$2.42M +$257K +5,675 +12%
FG
730
Foster Group
Iowa
$2.4M -$45.2K -998 -2%
CI
731
Conning Inc
Connecticut
$2.4M -$280K -6,176 -10%
WJWM
732
Williams Jones Wealth Management
New York
$2.38M +$199K +4,398 +9%
IUHSA
733
Itau Unibanco Holding S.A.
Brazil
$2.38M +$2.38M +52,600 New
TNA
734
True North Advisors
Texas
$2.38M -$13.8K -305 -0.6%
BU
735
BBVA USA
Alabama
$2.37M +$2.37M +52,378 New
SIM
736
Sterling Investment Management
Arizona
$2.35M -$367K -8,115 -14%
BC
737
Brio Consultants
California
$2.34M -$68.5K -1,512 -3%
CICI
738
Capital Investment Counsel Inc
North Carolina
$2.32M +$385K +8,502 +20%
AFS
739
Aft Forsyth & Sober
Florida
$2.31M – – –
LNWWM
740
Laird Norton Wetherby Wealth Management
California
$2.3M +$316K +6,969 +16%
KLCM
741
KG&L Capital Management
Louisiana
$2.29M -$28.4K -627 -1%
RA
742
RFG Advisory
Alabama
$2.27M -$186K -4,101 -8%
IR
743
IAT Reinsurance
New York
$2.27M – – –
QP
744
Quilter Plc
United Kingdom
$2.26M -$210K -4,638 -8%
CANC
745
Culbertson A N & Co
Virginia
$2.24M -$67.3K -1,485 -3%
VFA
746
Valeo Financial Advisors
Indiana
$2.23M -$87.5K -1,932 -4%
DBT
747
Dubuque Bank & Trust
Iowa
$2.22M +$960K +21,185 +76%
SG
748
Somerset Group
Minnesota
$2.22M – – –
EF
749
Empirical Finance
Pennsylvania
$2.22M +$346K +7,645 +18%
RT
750
Rockland Trust
Massachusetts
$2.21M -$16.3M -359,616 -88%
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