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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
PMG
326
Private Management Group
California
$16.2M -$3.62M -81,045 -19%
DAM
327
Davis Asset Management
California
$16.1M
OC
328
Oppenheimer & Co
New York
$15.8M +$382K +8,551 +3%
PI
329
PineBridge Investments
New York
$15.8M -$13.4M -299,250 -46%
SAM
330
Securian Asset Management
Minnesota
$15.8M -$94K -2,104 -0.6%
Twin Tree Management
331
Twin Tree Management
Texas
$15.6M -$10.3M -230,852 -40%
BCM
332
Bridgeway Capital Management
Texas
$15.6M -$17M -381,600 -53%
LMIM
333
Lockheed Martin Investment Management
Maryland
$15.5M -$4.37M -97,810 -22%
SAM
334
SP Asset Management
California
$15.3M +$43.4K +973 +0.3%
MA
335
MUFG Americas
New York
$15.2M -$142K -3,176 -0.9%
QI
336
QV Investors
Alberta, Canada
$14.9M -$2.16M -48,280 -13%
MNBTD
337
Moody National Bank Trust Division
Texas
$14.9M -$51.9K -1,163 -0.4%
ACI
338
Alpha Cubed Investments
California
$14.9M +$2.41M +53,983 +20%
EBSAM
339
Eubel Brady & Suttman Asset Management
Ohio
$14.9M -$17M -380,182 -50%
SSG
340
Summit Securities Group
New York
$14.7M +$12.2M +274,165 +533%
SCP
341
Seizert Capital Partners
Michigan
$14.7M +$424K +9,489 +3%
HIC
342
Harbor Island Capital
Massachusetts
$14.6M +$26.3K +590 +0.2%
KIA
343
KCM Investment Advisors
California
$14.6M -$230K -5,144 -2%
PE
344
Point72 Europe
United Kingdom
$14.6M +$670K +15,000 +5%
HTI
345
Hikari Tsushin Inc
Japan
$14.4M -$22.9M -513,414 -62%
WP
346
WealthPLAN Partners
Nebraska
$14.3M +$846K +18,957 +7%
Janney Montgomery Scott
347
Janney Montgomery Scott
Pennsylvania
$14.3M +$792K +17,729 +6%
SI
348
Stephens Inc
Arkansas
$14.2M +$7.54M +168,941 +117%
ANI
349
American National Insurance
Texas
$14.2M -$16.1K -360 -0.1%
PIM
350
Perpetual Investment Management
Australia
$13.8M -$972K -21,768 -7%

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.