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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
PP
951
Palladium Partners
Virginia
$1.08M -$108K -3,064 -10%
MCM
952
Mengis Capital Management
Oregon
$1.07M
MSR
953
Main Street Research
Connecticut
$1.07M
WA
954
WP Advisors
California
$1.06M -$328K -9,278 -25%
HB
955
Homrich & Berg
Georgia
$1.06M +$116K +3,282 +14%
DTC
956
Davidson Trust Company
Washington
$1.06M -$28.4K -803 -3%
EAM
957
Erste Asset Management
Austria
$1.05M +$248K +7,000 +36%
PA
958
PFG Advisors
Arizona
$1.05M -$2.24M -63,162 -70%
BOM
959
Bank of Marin
California
$1.05M +$2.09K +59 +0.2%
GFP
960
Gryphon Financial Partners
Ohio
$1.04M +$8.71K +246 +0.9%
BBNA
961
Bremer Bank National Association
Minnesota
$1.04M -$29.1K -823 -3%
IMA
962
Investment Management Associates
Colorado
$1.04M -$15.4K -434 -2%
RWA
963
Redhawk Wealth Advisors
Minnesota
$1.03M -$26.9K -761 -3%
NIC
964
Northwest Investment Counselors
Oregon
$1.03M -$103K -2,903 -10%
TPWA
965
TRUE Private Wealth Advisors
Oregon
$1.03M +$146K +4,116 +18%
WANY
966
Wealthspire Advisors (New York)
New York
$1.03M +$265K +7,474 +39%
RPC
967
Rossmore Private Capital
Connecticut
$1.03M
IWC
968
Integrated Wealth Concepts
Massachusetts
$1.03M -$410K -11,585 -31%
NL
969
NVWM LLC
Pennsylvania
$1.02M +$923K +26,063 +124,110%
IAIM
970
International Assets Investment Management
Florida
$1.02M +$1.38M +38,975 +100%
CAC
971
Cowen and Company
New York
$1.02M +$921K +26,022 New
CCM
972
Compton Capital Management
Rhode Island
$1.01M -$31.9K -900 -3%
DSC
973
Duncker Streett & Co
Missouri
$1.01M -$75.9K -2,144 -8%
IFWM
974
Institute for Wealth Management
Colorado
$1.01M -$8.14K -230 -0.9%
HIC
975
Holderness Investments Company
North Carolina
$1.01M +$51.2K +1,447 +6%

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.