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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
PFPT
451
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.25M +$6.17M +133,201 +576%
NIPH
452
NN Investment Partners Holdings
Netherlands
$7.13M -$10.6M -228,525 -60%
PCM
453
Poehling Capital Management
Wisconsin
$7.08M -$400K -8,644 -5%
MA
454
Montag & Associates
Georgia
$7.04M +$155K +3,349 +2%
RBA
455
Richard Bernstein Advisors
New York
$7M +$293K +6,320 +4%
Tudor Investment Corp
456
Tudor Investment Corp
Connecticut
$6.96M +$6.94M +149,920 New
RGI
457
River Global Investors
United Kingdom
$6.95M -$1.9M -41,100 -22%
BTWM
458
Baker Tilly Wealth Management
Wisconsin
$6.94M +$105K +2,267 +2%
BG
459
Bahl & Gaynor
Ohio
$6.87M -$2.71M -58,613 -28%
IPAM
460
ICICI Prudential Asset Management
India
$6.85M +$962K +20,788 +16%
TPCW
461
TD Private Client Wealth
New York
$6.84M +$897K +19,378 +15%
GIA
462
Granite Investment Advisors
New Hampshire
$6.83M -$172K -3,710 -2%
GCM
463
Gibraltar Capital Management
Oklahoma
$6.82M +$212K +4,583 +3%
FFA
464
Fragasso Financial Advisors
Pennsylvania
$6.71M +$186K +4,016 +3%
BFS
465
Bard Financial Services
Connecticut
$6.66M -$57.6K -1,245 -0.9%
CCA
466
Checchi Capital Advisers
California
$6.63M +$55.8K +1,205 +0.9%
ECM
467
Estabrook Capital Management
New York
$6.57M +$70.8K +1,529 +1%
FTC
468
Farmers Trust Company
Ohio
$6.56M -$36K -777 -0.6%
BFG
469
Beacon Financial Group
Texas
$6.51M +$438K +9,455 +7%
BCM
470
Blume Capital Management
California
$6.51M
SCC
471
Steel Canyon Capital
Arizona
$6.45M -$7.46M -161,073 -54%
TIAM
472
TT International Asset Management
United Kingdom
$6.39M -$1.92M -41,495 -23%
MFG
473
Monte Financial Group
Connecticut
$6.34M -$356K -7,700 -5%
NB
474
Norinchukin Bank
Japan
$6.34M +$490K +10,589 +8%
WT
475
Whittier Trust
California
$6.32M +$135K +2,926 +2%

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.