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Wells Fargo
WFC

Overview Fund Activity

2,132 hedge funds and large institutions have $135B invested in Wells Fargo in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 658 increasing their positions, 889 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,132
Holders Change
+177
Holders Change %
+9.05%
% of All Funds
31.26%
Holding in Top 10
67
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.67%
% of All Funds
0.98%
New
313
Increased
658
Reduced
889
Closed
107
Calls
$3.15B
Puts
$4.07B
Net Calls
-$917M
Net Calls Change
+$2.17B

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.93B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.55B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$5.6B
4
Deutsche Bank
4
Deutsche Bank
Germany
$639M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$926M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.51B
2
Millennium Management
2
Millennium Management
New York
$191M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.25B
4
Capital International Investors
4
Capital International Investors
California
$3.2B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
YAM
101
Yacktman Asset Management
Texas
$126M -$616K -12,510 -0.5%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$124M +$464K +9,431 +0.4%
Jane Street
103
Jane Street
New York
$123M -$36.6M -743,626 -23%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$122M +$7.55M +153,365 +7%
RI
105
RWWM Inc
California
$120M +$4.58M +93,131 +4%
Retirement Systems of Alabama
106
Retirement Systems of Alabama
Alabama
$118M -$1.32M -26,905 -1%
LI
107
Latash Investments
Alaska
$117M +$831K +16,879 +0.7%
GLA
108
Great Lakes Advisors
Illinois
$115M -$31.3M -636,823 -21%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$113M -$248K -5,036 -0.2%
SSM
110
Sound Shore Management
Connecticut
$111M -$2.21M -44,904 -2%
ZIG
111
Zurich Insurance Group
Switzerland
$110M +$24.4M +495,109 +28%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$109M +$62.2M +1,264,399 +133%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$106M -$8.69M -176,473 -8%
KeyBank National Association
114
KeyBank National Association
Ohio
$104M +$229K +4,643 +0.2%
TD Asset Management
115
TD Asset Management
Ontario, Canada
$103M +$42.9M +870,939 +71%
EIP
116
Epoch Investment Partners
New York
$103M +$33.9M +688,951 +49%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$102M – – –
Corient Private Wealth
118
Corient Private Wealth
Florida
$100M -$5.84M -118,572 -6%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$100M -$1.38M -28,029 -1%
LPL Financial
120
LPL Financial
California
$99.7M +$3.91M +79,523 +4%
SEI Investments
121
SEI Investments
Pennsylvania
$95.7M +$7.06M +143,357 +8%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$94.6M +$274K +5,574 +0.3%
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$94.5M -$22.3M -453,340 -19%
Calamos Advisors
124
Calamos Advisors
Illinois
$92.8M +$3.73M +75,730 +4%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$92.4M -$17.2M -350,210 -16%
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5
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