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Wells Fargo
WFC

Overview Fund Activity

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$877M
3
DZ Bank
DZ Bank
Germany
+$510M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
5
American Century Companies
American Century Companies
Missouri
+$370M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$743M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$370M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNC
1176
Canandaigua National Corp
New York
$560K -$41.5K -1,063 -7%
ISB
1177
Iowa State Bank
Iowa
$557K -$23.7K -606 -4%
BIC
1178
Beach Investment Counsel
Pennsylvania
$556K +$156K +4,000 +39%
MAM
1179
McCarthy Asset Management
California
$554K -$38K -972 -6%
T
1180
TOBAM
France
$553K – – –
BMM
1181
Buffington Mohr McNeal
Idaho
$552K +$552K +14,130 New
RCM
1182
RB Capital Management
Nevada
$548K -$7.15K -183 -1%
CC
1183
Cannell & Co
New York
$546K – – –
SHJ
1184
Sharkey, Howes & Javer
Colorado
$543K – – –
FLPIM
1185
F.L. Putnam Investment Management
Massachusetts
$539K -$19.5K -500 -3%
CPO
1186
Cerity Partners OCIO
New York
$538K -$16.6K -425 -3%
FNBT
1187
FineMark National Bank & Trust
Florida
$537K +$8.48K +217 +2%
EGM
1188
Engineers Gate Manager
New York
$536K -$10.5M -268,773 -95%
HCP
1189
Hexagon Capital Partners
Arkansas
$536K -$70.1K -1,795 -12%
SWM
1190
Shakespeare Wealth Management
Wisconsin
$536K – – –
WLPWM
1191
Walled Lake Planning & Wealth Management
Illinois
$534K – – –
RWA
1192
RGT Wealth Advisors
Texas
$533K -$30K -767 -5%
SSWM
1193
Sheets Smith Wealth Management
North Carolina
$533K +$19.7K +504 +4%
OWP
1194
Obermeyer Wealth Partners
Colorado
$531K – – –
SAM
1195
Sawgrass Asset Management
Florida
$529K -$11.3K -290 -2%
VI
1196
Versor Investments
New York
$527K +$527K +13,500 New
SAM
1197
Summit Asset Management
Tennessee
$526K +$39 +1 +0%
FMLI
1198
Fukoku Mutual Life Insurance
Japan
$524K – – –
LF
1199
Lantz Financial
Illinois
$524K +$704 +18 +0.1%
KFP
1200
KB Financial Partners
New Jersey
$524K +$524K +13,412 New
46 47
48
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