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Wells Fargo

1,930 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, 677 increasing their positions, 781 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 114

36% more capital invested

Capital invested by funds: $113B → $154B (+$41.3B)

3% more funds holding

Funds holding: 1,8731,930 (+57)

1.09% more ownership

Funds ownership: 70.23%71.32% (+1.1%)

2% less call options, than puts

Call options by funds: $4.09B | Put options by funds: $4.16B

9% less funds holding in top 10

Funds holding in top 10: 10596 (-9)

13% less repeat investments, than reductions

Existing positions increased: 677 | Existing positions reduced: 781

Holders
1,930
Holders Change
+57
Holders Change %
+3.04%
% of All Funds
33.59%
Holding in Top 10
96
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.57%
% of All Funds
1.67%
New
184
Increased
677
Reduced
781
Closed
114
Calls
$4.09B
Puts
$4.16B
Net Calls
-$72.5M
Net Calls Change
-$747M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
251
Hikari Power
Japan
$34.6M -$18.3M -410,000 -35%
M&T Bank
252
M&T Bank
New York
$34.6M -$3.59M -80,354 -10%
CSIC
253
Clifford Swan Investment Counsel
California
$34.4M -$1.11M -24,799 -3%
KSCM
254
King Street Capital Management
New York
$34M +$11.2M +250,000 +50%
LFG
255
Lazard Frères Gestion
France
$33.2M +$4.42M +98,895 +13%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$32.4M +$1.12M +24,980 +4%
YL
257
YCG LLC
Texas
$32.2M -$2.48M -55,560 -7%
DJSG
258
D.J. St. Germain
Massachusetts
$32M -$786K -17,592 -2%
TPSF
259
Texas Permanent School Fund
Texas
$31.1M -$161K -3,613 -0.5%
SCM
260
Shelton Capital Management
Colorado
$31.1M -$45M -1,007,814 -59%
Berkshire Hathaway
261
Berkshire Hathaway
Nebraska
$30.6M
Connor, Clark & Lunn Investment Management (CC&L)
262
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30.4M +$20.5M +459,483 +217%
ADEF
263
Adams Diversified Equity Fund
Maryland
$30.1M
MSL
264
Mackay Shields LLC
New York
$29.4M -$4.14M -92,759 -12%
Alyeska Investment Group
265
Alyeska Investment Group
Illinois
$29.1M +$28.4M +635,016 +8,646%
RJFSA
266
Raymond James Financial Services Advisors
Florida
$28.8M -$6.23M -139,488 -18%
Creative Planning
267
Creative Planning
Kansas
$28.7M +$5.45M +121,966 +24%
TAF
268
Tredje AP-fonden
Sweden
$28.1M +$7.59M +170,000 +38%
GL
269
Governors Lane
New York
$27.2M +$13.1M +294,309 +96%
DnB Asset Management
270
DnB Asset Management
Norway
$26.9M +$1.39M +31,065 +6%
First Manhattan
271
First Manhattan
New York
$26.1M +$1.22M +27,422 +5%
Two Sigma Advisers
272
Two Sigma Advisers
New York
$25.8M +$25.5M +570,200 New
MOACM
273
Mutual of America Capital Management
New York
$25.7M +$156K +3,496 +0.6%
ACM
274
Advisors Capital Management
New Jersey
$25.5M -$245K -5,482 -1%
CCA
275
Cobblestone Capital Advisors
New York
$25.4M +$197K +4,416 +0.8%

WFC Hedge Fund Activity: Q2 2021 in Review

1,930 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2021, worth a combined $154B — up 36% from $113B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new WFC positions and 114 closed out — a net gain of 70 holders — while 677 added to existing stakes and 781 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $987M. The largest seller was Sanders Capital, cutting an estimated $811M.

  • 1,930 institutional investors held Wells Fargo (WFC) as of Q2 2021, up from 1,873 in Q1 2021.
  • Funds reported $154B of Wells Fargo stock for Q2 2021, up 36% quarter-over-quarter.
  • 184 funds opened new Wells Fargo positions in Q2 2021 and 114 closed out, a net change of +70 holders.
  • The largest Wells Fargo buyer in Q2 2021 was Fidelity Investments, an estimated $987M added.
  • The largest Wells Fargo seller in Q2 2021 was Sanders Capital, an estimated $811M sold.

Based on aggregated 13F filings for Q2 2021.