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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 %
TCM
1051
Triumph Capital Management
Colorado
$868K +$696 +15 +0.1%
PWLP
1052
Prio Wealth Limited Partnership
Massachusetts
$860K -$126K -2,715 -13%
PSUF
1053
People's United Financial
Connecticut
$859K -$29.7K -640 -3%
SLWA
1054
San Luis Wealth Advisors
California
$859K +$859K +18,511 New
ESCM
1055
Echo Street Capital Management
New York
$857K +$857K +18,476 New
CCM
1056
Chilton Capital Management
Texas
$856K +$12.7K +274 +2%
MGIA
1057
Moneta Group Investment Advisors
Missouri
$855K -$43.7K -941 -5%
RG
1058
Rathbones Group
United Kingdom
$853K – – –
LCM
1059
Logan Capital Management
Pennsylvania
$850K -$135K -2,911 -14%
PFGIA
1060
Patriot Financial Group Insurance Agency
Massachusetts
$849K +$105K +2,255 +14%
NFG
1061
Next Financial Group
Texas
$845K -$128K -2,762 -13%
GIA
1062
GHP Investment Advisors
Colorado
$842K -$2.51K -54 -0.3%
BO
1063
BRR OpCo
Ohio
$841K -$20.6K -443 -2%
ROTUOC
1064
Regents of the University of California
California
$840K – – –
Koshinski Asset Management
1065
Koshinski Asset Management
Illinois
$834K +$286K +6,171 +52%
Legacy Financial Group (Iowa)
1066
Legacy Financial Group (Iowa)
Iowa
$834K +$239K +5,154 +40%
P
1067
Pitcairn
Pennsylvania
$833K -$23.9K -515 -3%
MCM
1068
Manchester Capital Management
Vermont
$833K +$55.7K +1,200 +7%
CT
1069
Cambridge Trust
Massachusetts
$831K -$20K -431 -2%
DWA
1070
Douglass Winthrop Advisors
New York
$828K -$133K -2,855 -14%
CC
1071
Chicago Capital
Illinois
$828K – – –
SFG
1072
Summit Financial Group
West Virginia
$826K – – –
NIC
1073
Northwest Investment Counselors
Oregon
$815K -$382K -8,218 -32%
EFS
1074
Essex Financial Services
Connecticut
$815K +$7.98K +172 +1%
ESB
1075
Essex Savings Bank
Connecticut
$813K -$13.3K -292 -2%
41 42
43
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