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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 %
MPIA
801
Mountain Pacific Investment Advisers
Idaho
$1.83M -$20.4K -450 -1%
CAM
802
Carret Asset Management
New York
$1.82M -$13K -287 -0.7%
CIA
803
Cohen Investment Advisors
New Hampshire
$1.82M +$2.45K +54 +0.1%
PAM
804
Palisade Asset Management
Minnesota
$1.81M -$115K -2,550 -6%
JSL
805
JT Stratford LLC
Georgia
$1.81M +$1.04M +22,988 +135%
TSWM
806
Triangle Securities Wealth Management
North Carolina
$1.81M +$29.5K +651 +2%
HBWM
807
Hollow Brook Wealth Management
New York
$1.81M +$9.83K +217 +0.5%
CA
808
Cullinan Associates
Kentucky
$1.8M +$127K +2,800 +8%
SM
809
Salzhauer Michael
$1.8M +$1.12M +33,350 +165%
NRS
810
Neville Rodie & Shaw
New York
$1.8M -$29.4K -650 -2%
ED
811
Exane Derivatives
France
$1.79M -$264K -6,106 -13%
CIC
812
Carnegie Investment Counsel
Ohio
$1.79M +$4.12K +91 +0.2%
TCOT
813
Trust Company of Toledo
Ohio
$1.78M -$32.2K -710 -2%
BPM
814
Bowling Portfolio Management
Ohio
$1.77M -$8.24K -182 -0.5%
TAM
815
Trust Asset Management
Texas
$1.77M +$205K +4,515 +13%
BMA
816
Brooks Moore & Associates
Tennessee
$1.76M -$181K -3,990 -9%
CAM
817
Cresset Asset Management
Illinois
$1.76M -$6.93K -153 -0.4%
LNC
818
Lincoln National Corp
Pennsylvania
$1.74M +$90.2K +1,991 +5%
CIP
819
Cornerstone Investment Partners
Georgia
$1.73M – – –
MIM
820
Miller Investment Management
Pennsylvania
$1.73M – – –
GIA
821
Gladstone Institutional Advisory
Florida
$1.73M +$639K +14,107 +59%
OFS
822
Oldfather Financial Services
Nebraska
$1.73M – – –
AA
823
AF Advisors
California
$1.72M +$1.72M +38,040 New
CIAS
824
Capital Investment Advisory Services
North Carolina
$1.72M +$551K +12,158 +47%
EM
825
Excalibur Management
Massachusetts
$1.7M -$18.9K -417 -1%
31 32
33
34 35