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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 %
IAIM
1176
International Assets Investment Management
Florida
$639K -$372K -28,675 -37%
AC
1177
Abbrea Capital
California
$638K +$69.2K +1,527 +12%
HSA
1178
HBK Sorce Advisory
Pennsylvania
$636K -$67.6K -1,492 -10%
CNC
1179
Canandaigua National Corp
New York
$633K -$16.3K -360 -3%
CC
1180
Cannell & Co
New York
$633K – – –
PFM
1181
Parsec Financial Management
North Carolina
$631K -$169K -3,728 -21%
PP
1182
Paloma Partners
Connecticut
$630K -$1.14M -25,262 -64%
SHJ
1183
Sharkey, Howes & Javer
Colorado
$630K – – –
FB
1184
Fulton Bank
Pennsylvania
$629K +$629K +13,903 New
APA
1185
Allegiant Private Advisors
Florida
$628K +$33.8K +745 +6%
PVH
1186
Psagot Value Holdings
Israel
$625K +$42.2K +931 +7%
BMM
1187
Buffington Mohr McNeal
Idaho
$621K -$19.1K -422 -3%
WLPWM
1188
Walled Lake Planning & Wealth Management
Illinois
$619K – – –
FSA
1189
Fort Sheridan Advisors
Illinois
$619K +$53.2K +1,175 +9%
MWM
1190
Madison Wealth Management
Ohio
$619K +$84.1K +1,855 +16%
SSWM
1191
Sheets Smith Wealth Management
North Carolina
$618K +$136 +3 +0%
BCAM
1192
Boston Common Asset Management
Massachusetts
$618K +$618K +13,655 New
MWM
1193
Meridian Wealth Management
Kentucky
$617K +$32.8K +724 +6%
AC
1194
Avestar Capital
New York
$616K – – –
ACM
1195
Alta Capital Management
Utah
$614K -$101K -2,241 -14%
RWA
1196
RGT Wealth Advisors
Texas
$613K -$4.44K -98 -0.7%
SAM
1197
Sawgrass Asset Management
Florida
$613K – – –
ISB
1198
Iowa State Bank
Iowa
$612K -$33.5K -740 -5%
PWMG
1199
Pinnacle Wealth Management Group
Michigan
$611K +$611K +13,500 New
NIM
1200
Nexus Investment Management
Ontario, Canada
$610K -$113K -2,500 -16%
46 47
48
49 50