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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
TBC
126
Tweedy, Browne Co
Connecticut
$102M -$4.95M -110,769 -5%
Canada Life
127
Canada Life
Manitoba, Canada
$101M +$3.56M +79,657 +4%
EIC
128
Equity Investment Corp
Georgia
$101M -$5.83M -130,527 -6%
Aberdeen Group
129
Aberdeen Group
United Kingdom
$99.1M -$3.22M -72,052 -3%
Balyasny Asset Management
130
Balyasny Asset Management
Illinois
$97.6M -$121M -2,698,708 -56%
ECU
131
Egerton Capital (UK)
United Kingdom
$97.5M -$93.6M -2,096,774 -49%
SSM
132
Sound Shore Management
Connecticut
$97.5M +$96.1M +2,152,119 New
LSV Asset Management
133
LSV Asset Management
Illinois
$96.6M -$2.68M -60,100 -3%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$96.2M -$557K -12,479 -0.6%
Lord, Abbett & Co
135
Lord, Abbett & Co
New Jersey
$91.7M +$90.5M +2,025,759 New
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$88.5M +$2.65M +59,350 +3%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$87M +$30.6M +685,602 +56%
OAC
138
OMERS Administration Corp
Ontario, Canada
$86.5M +$1.25M +28,104 +1%
Asset Management One
139
Asset Management One
Japan
$86.5M +$3.04M +68,135 +4%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$86.1M +$48.9M +1,095,043 +136%
Stifel Financial
141
Stifel Financial
Missouri
$86M +$5.5M +123,190 +7%
RJA
142
Raymond James & Associates
Florida
$84.9M +$12.4M +276,757 +17%
FMI
143
Factory Mutual Insurance
Massachusetts
$83.6M -$2.72M -61,001 -3%
Nordea Investment Management
144
Nordea Investment Management
Sweden
$83.3M -$5.37M -120,312 -6%
ACI
145
AMP Capital Investors
Australia
$82.8M -$613K -13,720 -0.7%
TCM
146
Tran Capital Management
California
$82.6M -$1.64M -36,661 -2%
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$81.7M +$5.98M +133,880 +8%
MAMU
148
Marathon Asset Management (UK)
United Kingdom
$80.9M -$123M -2,764,398 -61%
CB
149
Cooke & Bieler
Pennsylvania
$80.8M -$5.2M -116,369 -6%
MIS
150
Morningstar Investment Services
Illinois
$79.9M -$5.92M -132,607 -7%

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.