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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 %
OFG
1301
Oxford Financial Group
Indiana
$484K +$498 +11 +0.1%
BAM
1302
Barrett Asset Management
New York
$483K – – –
AIM
1303
Aspen Investment Management
Michigan
$481K -$4.71K -104 -1%
WA
1304
Wealth Alliance
New York
$481K +$38.1K +841 +9%
OWIM
1305
Old West Investment Management
California
$480K – – –
PCM
1306
Penserra Capital Management
California
$479K -$70.8K -1,564 -13%
HMS
1307
Hanseatic Management Services
New Mexico
$479K +$479K +10,566 New
SIM
1308
SSI Investment Management
California
$474K -$2.22K -49 -0.5%
GTAM
1309
Global Trust Asset Management
Florida
$473K – – –
CBA
1310
Coastal Bridge Advisors
Connecticut
$473K +$2.26K +50 +0.5%
GT
1311
Glenview Trust
Kentucky
$471K – – –
KFGK
1312
Keystone Financial Group (Kentucky)
Kentucky
$470K +$47.9K +1,058 +11%
PTP
1313
Platform Technology Partners
New York
$469K +$469K +10,355 New
MCCP
1314
Mission Creek Capital Partners
California
$467K -$4.3K -95 -0.9%
HWA
1315
HCR Wealth Advisors
California
$465K +$87.3K +1,928 +23%
SC
1316
Steph & Co
Wisconsin
$464K – – –
GIM
1317
Greylin Investment Management
Virginia
$463K -$499K -11,025 -52%
DCM
1318
Donaldson Capital Management
Indiana
$463K -$14.5K -320 -3%
WSTAM
1319
Wilbanks Smith & Thomas Asset Management
Virginia
$463K +$112K +2,486 +32%
AP
1320
Atwood & Palmer
Missouri
$462K -$38.5K -850 -8%
PAIM
1321
Punch & Associates Investment Management
Minnesota
$460K – – –
LA
1322
Lynch & Associates
Indiana
$459K -$27.7K -612 -6%
MYIA
1323
Mount Yale Investment Advisors
Colorado
$457K +$457K +10,084 New
9WM
1324
9258 Wealth Management
Ohio
$452K +$27.6K +610 +7%
ZIG
1325
Zuckerman Investment Group
Illinois
$451K – – –
51 52
53
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