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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
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$351M -$34.6M -976,212 -10%
CWM
52
CIBC World Markets
New York
$345M -$3.29M -92,801 -1%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$341M -$24.3M -687,690 -7%
Citadel Advisors
54
Citadel Advisors
Florida
$337M +$92.2M +2,603,192 +43%
Fidelity International
55
Fidelity International
Bermuda
$312M +$110M +3,093,773 +63%
FPA
56
First Pacific Advisors
California
$300M -$51.5M -1,454,806 -16%
Bank of Nova Scotia
57
Bank of Nova Scotia
Ontario, Canada
$292M +$8.3M +234,528 +3%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$287M +$15.7M +444,184 +6%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$285M +$5.18M +146,427 +2%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$269M -$15.8M -445,556 -6%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$264M -$66.4M -1,876,612 -22%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$256M -$6.44M -181,888 -3%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$251M -$41.6M -1,176,013 -15%
Allianz Asset Management
64
Allianz Asset Management
Germany
$237M +$204M +5,775,280 +2,020%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$235M +$126M +3,547,747 +143%
ClearBridge Investments
66
ClearBridge Investments
New York
$223M +$21.3M +602,678 +12%
CS
67
Credit Suisse
Switzerland
$221M -$90.6M -2,559,402 -31%
SC
68
Sessa Capital
New York
$218M
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$206M +$84.4M +2,384,018 +82%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$205M -$28.5M -804,531 -13%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$204M -$4.11M -116,098 -2%
Millennium Management
72
Millennium Management
New York
$198M -$11.5M -325,074 -6%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$194M -$5.9M -166,647 -3%
National Pension Service
74
National Pension Service
South Korea
$193M +$1.59M +44,919 +0.9%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$193M +$14M +394,664 +9%

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.