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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$424M +$28.2M +630,983 +7%
EVM
52
Eaton Vance Management
Massachusetts
$418M +$4.57M +102,434 +1%
Prudential Financial
53
Prudential Financial
New Jersey
$418M +$8.9M +199,271 +2%
Goldman Sachs
54
Goldman Sachs
New York
$412M -$82M -1,835,607 -17%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$391M +$78.8M +1,764,725 +27%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
56
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$358M +$188M +4,218,759 +114%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$354M +$22.7M +509,194 +7%
FPA
58
First Pacific Advisors
California
$331M -$16.5M -369,797 -5%
APG Asset Management
59
APG Asset Management
Netherlands
$329M +$328M +7,351,361 +578%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$325M -$6.97M -156,128 -2%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$313M +$18.3M +409,843 +6%
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$311M -$27.6M -618,616 -8%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$310M -$2.41M -54,011 -0.8%
Allianz Asset Management
64
Allianz Asset Management
Germany
$272M -$2.72M -61,013 -1%
Citadel Advisors
65
Citadel Advisors
Florida
$272M -$118M -2,636,015 -31%
BGIM
66
Brandywine Global Investment Management
Pennsylvania
$261M -$11.2M -251,224 -4%
ClearBridge Investments
67
ClearBridge Investments
New York
$258M -$652K -14,595 -0.3%
UBS Group
68
UBS Group
Switzerland
$257M +$42.6M +954,289 +20%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$249M -$41.3M -925,100 -14%
Principal Financial Group
70
Principal Financial Group
Iowa
$248M +$27.6M +619,215 +13%
Diamond Hill Capital Management
71
Diamond Hill Capital Management
Ohio
$240M +$237M +5,298,654 New
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$238M +$18.5M +414,267 +9%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$227M +$2.61M +58,377 +1%
National Pension Service
74
National Pension Service
South Korea
$227M +$2.8M +62,729 +1%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$226M -$10.5M -235,171 -5%

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.