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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
$8.5B
2
BlackRock
BlackRock
New York
$13.5B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.36B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.16B
5
Boston Partners
Boston Partners
Massachusetts
$508M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
$1.34B
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.58B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$60.4M
4
Deutsche Bank
Deutsche Bank
Germany
$458M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
1826
Hillsdale Investment Management
Ontario, Canada
$47K -$40.2K -890 -46%
HWA
1827
HHM Wealth Advisors
Tennessee
$46K – – –
FGAM
1828
Financial Gravity Asset Management
Texas
$45K -$6.61K -16 -13%
WAM
1829
Westport Asset Management
Connecticut
$45K – – –
CCMW
1830
Cypress Capital Management (Wyoming)
Wyoming
$44K – – –
MCA
1831
Mercer Capital Advisers
New Jersey
$43K – – –
TH
1832
TCTC Holdings
Texas
$42K – – –
CIA
1833
Cascade Investment Advisors
Oregon
$40.8K -$109K -2,400 -73%
HFA
1834
Hoover Financial Advisors
Pennsylvania
$38K – – –
MUMSS
1835
Mitsubishi UFJ Morgan Stanley Securities
Japan
$38K +$38K +830 New
PWP
1836
Personal Wealth Partners
Minnesota
$38K +$38K +847 New
HS
1837
Horan Securities
United States
$37K +$14.9K +333 +67%
OSNBOA
1838
Old Second National Bank of Aurora
Illinois
$36K – – –
CAM
1839
Costello Asset Management
Pennsylvania
$36K – – –
TC
1840
Truvestments Capital
Florida
$35K -$78.2K -1,727 -69%
AS
1841
Altshuler Shaham
Israel
$34K +$34K +752 New
PCH
1842
Polar Capital Holdings
United Kingdom
$33.4K -$611 -13,501 -2%
GAM
1843
Gemmer Asset Management
California
$33K – – –
BA
1844
Bellwether Advisors
Nebraska
$32K – – –
AA
1845
AlphaMark Advisors
Kentucky
$32K – – –
CHA
1846
Carmichael Hill & Associates
Maryland
$32K +$91 +2 +0.3%
NOI
1847
Newton One Investments
Delaware
$32K +$32K +700 New
TCCM
1848
Timber Creek Capital Management
Massachusetts
$31K – – –
CMA
1849
Cedar Mountain Advisors
Oregon
$31K – – –
BBL
1850
Beck Bode LLC
Massachusetts
$31K +$31K +681 New
72 73
74
75 76