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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 %
RP
176
Regal Partners
Australia
$48.1M +$48.1M +977,695 New
KP
177
Kiltearn Partners
United Kingdom
$48M -$6.22M -126,400 -11%
CGPCS
178
Capital Group Private Client Services
California
$47.4M -$15.3M -310,304 -24%
GIA
179
Gateway Investment Advisers
Ohio
$46.7M +$6.61M +134,384 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
180
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46.7M +$37.9M +769,000 +427%
Comerica Bank
181
Comerica Bank
Texas
$46.4M +$2.65M +53,769 +6%
GI
182
GAMCO Investors
Connecticut
$46.1M -$1.96M -39,840 -4%
Squarepoint
183
Squarepoint
New York
$46M -$97.9M -1,988,176 -68%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$45.7M -$1.6M -32,551 -3%
AIG
185
American International Group
New York
$45.4M -$730K -14,828 -2%
Federated Hermes
186
Federated Hermes
Pennsylvania
$45.1M +$380K +7,729 +0.9%
TBC
187
Tweedy, Browne Co
Connecticut
$44.3M -$582K -11,823 -1%
SL
188
Summitry LLC
California
$44.3M +$629K +12,772 +1%
FMI
189
Factory Mutual Insurance
Massachusetts
$43.9M -$5.83M -118,500 -12%
AB
190
Amalgamated Bank
New York
$43.6M -$2.11M -42,934 -5%
SBCM
191
Schwerin Boyle Capital Management
Massachusetts
$43.5M -$2.75M -55,850 -6%
MIM
192
MetLife Investment Management
New Jersey
$43.4M -$1.12M -22,854 -3%
Truist Financial
193
Truist Financial
North Carolina
$43.4M -$4.77M -96,897 -10%
WCM
194
Wedge Capital Management
North Carolina
$42.2M -$1.03M -21,003 -2%
SOADOR
195
State of Alaska Department of Revenue
Alaska
$42M -$925K -18,800 -2%
Marshall Wace
196
Marshall Wace
United Kingdom
$41.3M +$28.1M +570,860 +213%
SDIC
197
South Dakota Investment Council
South Dakota
$40.9M -$5.6M -113,677 -12%
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$40.4M +$1.73M +35,089 +4%
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$40.3M -$1.63M -33,043 -4%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$39.8M +$2.71M +55,066 +7%
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