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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 %
CT
1626
Coastline Trust
Rhode Island
$236K – – –
GSBTD
1627
Glenview State Bank Trust Department
Illinois
$236K – – –
MAM
1628
Madison Asset Management
Wisconsin
$236K +$236K +5,218 New
1IA
1629
1834 Investment Advisors
Wisconsin
$235K -$48.1K -1,065 -17%
WSFS
1630
Wilmington Savings Fund Society
Delaware
$235K -$39.6K -875 -14%
GCIA
1631
Gabelli & Co Investment Advisers
New York
$235K -$31.7K -700 -12%
SICM
1632
Sustainable Insight Capital Management
New York
$234K -$47.3K -1,043 -17%
AMC
1633
Asset Management Corp
Illinois
$234K -$18.2K -402 -7%
NFG
1634
Nations Financial Group
Iowa
$234K +$234K +5,169 New
NDSI
1635
Newman Dignan & Sheerar Inc
Rhode Island
$233K – – –
TWA
1636
TPB Wealth Advisors
Texas
$232K +$232K +5,114 New
CFA
1637
Capstone Financial Advisors
Illinois
$232K +$232K +5,125 New
EWA
1638
Evolution Wealth Advisors
Florida
$231K +$217K +4,800 +1,558%
BCM
1639
Buckhead Capital Management
Georgia
$231K +$231K +5,099 New
BWA
1640
Burt Wealth Advisors
Maryland
$230K +$230K +5,070 New
AIM
1641
Acropolis Investment Management
Missouri
$229K -$38.8K -859 -15%
DFCM
1642
Dark Forest Capital Management
Puerto Rico
$229K +$229K +5,053 New
FCA
1643
FinTrust Capital Advisors
South Carolina
$228K +$40.8K +899 +22%
CCG
1644
Ceeto Capital Group
Florida
$226K – – –
MJP
1645
Michael J. Puzo
$226K +$226K +5,000 New
HC
1646
Hourglass Capital
Texas
$226K +$226K +5,000 New
Flossbach Von Storch
1647
Flossbach Von Storch
Germany
$225K +$225K +4,970 New
OA
1648
Oxbow Advisors
Texas
$225K +$225K +4,978 New
WWM
1649
Wolff Wiese Magana
California
$223K +$32.4K +714 +17%
CWM
1650
Chesapeake Wealth Management
Virginia
$223K +$223K +4,928 New
64 65
66
67 68