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Wells Fargo

1,907 hedge funds and large institutions have $156B invested in Wells Fargo in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 678 increasing their positions, 818 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 114

1% more capital invested

Capital invested by funds: $154B → $156B (+$1.24B)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.89% less ownership

Funds ownership: 71.32%70.43% (-0.89%)

6% less call options, than puts

Call options by funds: $4.51B | Put options by funds: $4.8B

1% less funds holding

Funds holding: 1,9301,907 (-23)

17% less repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 818

Holders
1,907
Holders Change
-23
Holders Change %
-1.19%
% of All Funds
33.38%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.68%
New
116
Increased
678
Reduced
818
Closed
114
Calls
$4.51B
Puts
$4.8B
Net Calls
-$291M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
376
Matrix Asset Advisors
New York
$11.7M +$160K +3,454 +1%
CG
377
Cynosure Group
Utah
$11.6M
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.19M +25,606 +11%
CIS
379
Connors Investor Services
Pennsylvania
$11.4M +$188K +4,057 +2%
QOP
380
Quinn Opportunity Partners
Virginia
$11.4M -$2.1M -45,385 -16%
WIM
381
Wittenberg Investment Management
Massachusetts
$11.3M -$125K -2,709 -1%
CWM
382
Calamos Wealth Management
Illinois
$11.2M +$145K +3,123 +1%
DADC
383
D.A. Davidson & Co
Montana
$11.1M +$102K +2,213 +0.9%
KRS
384
Kentucky Retirement Systems
Kentucky
$11.1M -$89.8K -1,941 -0.8%
EGM
385
Engineers Gate Manager
New York
$11.1M +$10.5M +227,078 +2,035%
HCM
386
Hillman Capital Management
Maryland
$11M +$335K +7,246 +3%
ACM
387
AlphaCrest Capital Management
New York
$10.9M +$10.9M +235,071 New
SAM
388
Sabadell Asset Management
Spain
$10.9M +$185K +4,003 +2%
Wealthfront Advisers
389
Wealthfront Advisers
California
$10.7M +$2.87M +62,062 +37%
PMAM
390
Picton Mahoney Asset Management
Ontario, Canada
$10.6M +$236K +5,100 +2%
AF
391
Ally Financial
Michigan
$10.4M +$2.31M +50,000 +29%
PE
392
Point72 Europe
United Kingdom
$10.3M -$4.6M -99,300 -31%
JFL
393
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.3M -$654K -14,125 -6%
GWM
394
Geneos Wealth Management
Colorado
$10.1M -$55K -1,188 -0.5%
OCM
395
Olstein Capital Management
New York
$10.1M -$1.34M -29,000 -12%
WP
396
WealthSource Partners
California
$10.1M -$124K -2,680 -1%
AAA
397
Adams Asset Advisors
Texas
$10M +$49.3K +1,066 +0.5%
CHAM
398
Clear Harbor Asset Management
Connecticut
$9.97M +$91.2K +1,970 +0.9%
GA
399
GFS Advisors
Texas
$9.93M -$44K -950 -0.4%
SAM
400
Storebrand Asset Management
Norway
$9.92M +$599K +12,946 +6%

WFC Hedge Fund Activity: Q3 2021 in Review

1,907 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2021, worth a combined $156B — up 0.8% from $154B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new WFC positions and 114 closed out — a net gain of 2 holders — while 678 added to existing stakes and 818 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.04B. The largest seller was Susquehanna International Group, cutting an estimated $827M.

  • 1,907 institutional investors held Wells Fargo (WFC) as of Q3 2021, down from 1,930 in Q2 2021.
  • Funds reported $156B of Wells Fargo stock for Q3 2021, up 0.8% quarter-over-quarter.
  • 116 funds opened new Wells Fargo positions in Q3 2021 and 114 closed out, a net change of +2 holders.
  • The largest Wells Fargo buyer in Q3 2021 was Capital World Investors, an estimated $1.04B added.
  • The largest Wells Fargo seller in Q3 2021 was Susquehanna International Group, an estimated $827M sold.

Based on aggregated 13F filings for Q3 2021.