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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
1
Fidelity Investments
Massachusetts
$8.5B
2
BlackRock
2
BlackRock
New York
$13.5B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$1.36B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.16B
5
Boston Partners
5
Boston Partners
Massachusetts
$508M

Top Sellers

1
Sanders Capital
1
Sanders Capital
Florida
$1.34B
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$1.58B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$60.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$458M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
1901
Riggs Asset Management
Pennsylvania
$6K – – –
CWA
1902
Carolina Wealth Advisors
South Carolina
$5K -$6.02K -136 -55%
FMP
1903
Financial Management Professionals
Texas
$5K -$4.86K -104 -49%
FEG
1904
Financial Enhancement Group
Indiana
$5K – – –
PG
1905
Proffitt & Goodson
Tennessee
$5K – – –
HFS
1906
Horizon Financial Services
North Carolina
$4K – – –
BBHC
1907
Brown Brothers Harriman & Co
New York
$3.97K -$179 -3,944 -4%
Walleye Capital
1908
Walleye Capital
New York
$3.76K -$1.86K -40,947 -33%
BMD
1909
Better Money Decisions
New Mexico
$3K +$3K +75 New
SJIM
1910
St. Johns Investment Management
Florida
$2K – – –
AFG
1911
Albion Financial Group
Utah
$2K +$2K +47 New
CAM
1912
ClariVest Asset Management
California
$2K +$2K +47 New
ANBT
1913
American National Bank & Trust
Texas
$2K +$2K +50 New
AIA
1914
Arcadia Investment Advisors
Idaho
$1.59K +$1.59K +35 New
H
1915
HoyleCohen
California
$1.47K – +1 +0%
VRM
1916
Vectors Research Management
New York
$1K – – –
DI
1917
Disciplined Investments
Oklahoma
$1K – – –
RCA
1918
Ranch Capital Advisors
Florida
$1K – – –
TFA
1919
Toth Financial Advisory
Virginia
$1K – – –
LAS
1920
Lloyd Advisory Services
Georgia
$1K +$1K +17 New
AWMS
1921
Advocacy Wealth Management Services
Georgia
$1K +$1K +25 New
WA
1922
Waddell & Associates
Tennessee
$730 +$730 +16,117 New
WIM
1923
Westside Investment Management
California
$13 – – –
AP
1924
Antipodes Partners
Australia
– -$93M -2,381,559 Closed
N
1925
Natixis
France
– -$89M -2,277,721 Closed
75 76
77
78 79