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Wells Fargo

1,872 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 680 increasing their positions, 716 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 115

30% more capital invested

Capital invested by funds: $87B → $113B (+$26.2B)

25% more funds holding in top 10

Funds holding in top 10: 84105 (+21)

19% more call options, than puts

Call options by funds: $4.21B | Put options by funds: $3.53B

7% more funds holding

Funds holding: 1,7561,872 (+116)

0.47% more ownership

Funds ownership: 69.76%70.23% (+0.47%)

5% less repeat investments, than reductions

Existing positions increased: 680 | Existing positions reduced: 716

Holders
1,872
Holders Change
+116
Holders Change %
+6.61%
% of All Funds
32.87%
Holding in Top 10
105
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25%
% of All Funds
1.84%
New
244
Increased
680
Reduced
716
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$259M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Shell Asset Management
Netherlands
$14.6M +$52.7K +1,489 +0.4%
NAM
327
Nissay Asset Management
Japan
$14.4M -$297K -8,401 -2%
SBWIC
328
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.2M +$129K +3,646 +1%
PMAM
329
Picton Mahoney Asset Management
Ontario, Canada
$14.2M +$12.9M +364,255 New
Swedbank
330
Swedbank
Sweden
$14.1M +$12.8M +360,169 New
BCM
331
Billings Capital Management
Virginia
$14M +$12.7M +358,365 New
EDRH
332
Edmond de Rothschild Holding
Switzerland
$14M +$3.43M +96,996 +37%
JMPWA
333
JP Morgan Private Wealth Advisors
California
$14M -$830K -23,452 -6%
DAM
334
Davis Asset Management
California
$13.9M
SAM
335
Securian Asset Management
Minnesota
$13.7M -$417K -11,765 -3%
NC
336
Nixon Capital
Texas
$13.6M +$2.66M +75,024 +28%
OC
337
Oppenheimer & Co
New York
$13.3M +$7.05M +199,244 +140%
MA
338
MUFG Americas
New York
$13.2M -$84.3K -2,382 -0.7%
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$13M +$742K +20,971 +7%
SG Americas Securities
340
SG Americas Securities
New York
$12.9M -$7.37M -208,314 -39%
MNBTD
341
Moody National Bank Trust Division
Texas
$12.9M -$5.38K -152 -0%
KIA
342
KCM Investment Advisors
California
$12.8M +$138K +3,887 +1%
PIM
343
Perpetual Investment Management
Australia
$12.7M +$158K +4,455 +1%
HIC
344
Harbor Island Capital
Massachusetts
$12.6M
AU
345
Algebris (UK)
United Kingdom
$12.5M -$16.1M -454,353 -59%
SCP
346
Seizert Capital Partners
Michigan
$12.3M -$3.75K -106 -0%
CCM
347
Channing Capital Management
Illinois
$12.3M +$385K +10,877 +4%
MI
348
Markston International
New York
$12.3M -$375K -10,606 -3%
ANI
349
American National Insurance
Texas
$12.2M -$9.73K -275 -0.1%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$12.1M

WFC Hedge Fund Activity: Q1 2021 in Review

1,872 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2021, worth a combined $113B — up 30% from $87B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WFC positions and 115 closed out — a net gain of 129 holders — while 680 added to existing stakes and 716 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was Berkshire Hathaway, cutting an estimated $1.83B.

  • 1,872 institutional investors held Wells Fargo (WFC) as of Q1 2021, up from 1,756 in Q4 2020.
  • Funds reported $113B of Wells Fargo stock for Q1 2021, up 30% quarter-over-quarter.
  • 244 funds opened new Wells Fargo positions in Q1 2021 and 115 closed out, a net change of +129 holders.
  • The largest Wells Fargo buyer in Q1 2021 was Fidelity Investments, an estimated $1.13B added.
  • The largest Wells Fargo seller in Q1 2021 was Berkshire Hathaway, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2021.