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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
PI
351
Putnam Investments
Massachusetts
$12.1M +$10.3M +292,162 +1,620%
WP
352
WealthPLAN Partners
Nebraska
$12.1M +$6.44M +181,874 +221%
PE
353
Point72 Europe
United Kingdom
$12M +$10.9M +307,300 New
GL
354
Governors Lane
New York
$12M +$10.8M +306,300 New
BAM
355
Berkshire Asset Management
Pennsylvania
$11.8M +$14.8K +418 +0.1%
PWAG
356
Polaris Wealth Advisory Group
California
$11.7M -$8.87M -250,572 -46%
Janney Montgomery Scott
357
Janney Montgomery Scott
Pennsylvania
$11.7M -$29K -820 -0.3%
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$11.5M -$289K -8,162 -3%
Brown Advisory
359
Brown Advisory
Maryland
$11.5M -$1.51M -42,666 -13%
IP
360
Interval Partners
New York
$11.4M -$2.79M -78,795 -21%
MSRPS
361
Maryland State Retirement & Pension System
Maryland
$11.4M +$8.17M +230,647 +379%
GWM
362
Geneos Wealth Management
Colorado
$11.3M -$334K -9,440 -4%
TSW
363
Thompson Siegel & Walmsley
Virginia
$11.3M -$2.14M -60,573 -17%
SPC
364
Stewart & Patten Company
California
$11.3M +$570K +16,114 +6%
GIP
365
Greatmark Investment Partners
Georgia
$11.2M +$14.2K +400 +0.1%
EMPI
366
Elo Mutual Pension Insurance
Finland
$11.1M +$180K +5,085 +2%
FAT
367
First American Trust
California
$11M +$3.72M +104,990 +60%
OCM
368
Olstein Capital Management
New York
$10.9M -$2.16M -61,000 -18%
CC
369
Centiva Capital
New York
$10.9M -$7.36M -207,988 -43%
VRS
370
Virginia Retirement Systems
Virginia
$10.8M
CSS
371
Cubist Systematic Strategies
Connecticut
$10.8M -$22.9M -647,545 -70%
ACI
372
Alpha Cubed Investments
California
$10.7M +$9.06M +255,885 +1,391%
CM
373
Churchill Management
California
$10.7M +$9.68M +273,456 New
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$10.7M +$1.85M +52,267 +24%
WIM
375
Wittenberg Investment Management
Massachusetts
$10.5M -$10.6K -300 -0.1%

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.