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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 %
TCOV
1151
Trust Company of Vermont
Vermont
$686K +$96K +2,120 +16%
AWM
1152
Apollon Wealth Management
South Carolina
$679K -$12.9K -286 -2%
EFS
1153
Essex Financial Services
Connecticut
$679K – – –
NSIM
1154
North Star Investment Management
Illinois
$678K – – –
JGGDR
1155
JGP Global Gestao de Recursos
Brazil
$676K -$263K -5,815 -28%
CG
1156
Colony Group
Massachusetts
$674K -$3.58M -79,085 -84%
OWP
1157
Obermeyer Wealth Partners
Colorado
$674K +$58.3K +1,288 +9%
ECG
1158
Edge Capital Group
Georgia
$673K -$17.7K -391 -3%
SWM
1159
Shakespeare Wealth Management
Wisconsin
$669K – – –
SG
1160
Stonnington Group
California
$669K +$40.2K +950 +6%
FPCG
1161
Fort Pitt Capital Group
Pennsylvania
$668K +$225K +4,968 +51%
AIA
1162
AIMZ Investment Advisors
California
$665K -$3.4K -75 -0.5%
LF
1163
Lantz Financial
Illinois
$661K +$54.3K +1,200 +9%
WB
1164
Webster Bank
Connecticut
$660K -$13.6K -300 -2%
CRC
1165
Curi RMB Capital
Illinois
$660K – – –
SIP
1166
Stoneridge Investment Partners
Pennsylvania
$658K -$4.15M -91,501 -86%
FNBT
1167
FineMark National Bank & Trust
Florida
$658K +$35.2K +776 +6%
MAA
1168
Mraz Amerine & Associates
California
$657K – – –
RCM
1169
RB Capital Management
Nevada
$657K +$21.8K +482 +3%
BCM
1170
Brookstone Capital Management
Illinois
$657K +$259K +5,984 +65%
CPO
1171
Cerity Partners OCIO
New York
$654K +$30.1K +664 +5%
FMBTD
1172
First Midwest Bank Trust Division
Illinois
$651K -$35.9K -794 -5%
SM
1173
Sciencast Management
New Jersey
$650K +$650K +14,877 New
DIM
1174
Delta Investment Management
California
$646K -$15.6K -345 -2%
T
1175
TOBAM
France
$641K – – –
45 46
47
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