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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
SCM
151
Shelton Capital Management
Colorado
$66.2M +$28.1M +794,679 +88%
PCM
152
Prana Capital Management
Connecticut
$66.1M +$15.7M +442,126 +35%
SSA
153
Schonfeld Strategic Advisors
New York
$65.6M +$18.9M +532,561 +46%
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$65.2M +$850K +24,000 +1%
PP
155
Prudential plc
United Kingdom
$64.6M -$468K -13,225 -0.8%
AAI
156
American Assets Inc
California
$62.5M
RJA
157
Raymond James & Associates
Florida
$62.4M +$15M +423,242 +36%
DJC
158
Daily Journal Corp
California
$62.2M
SL
159
Summitry LLC
California
$62M -$1.83M -51,803 -3%
Calamos Advisors
160
Calamos Advisors
Illinois
$61.4M -$3.23M -91,170 -5%
Nomura Asset Management
161
Nomura Asset Management
Japan
$60.5M -$1.39M -39,214 -2%
Bank Julius Baer & Co
162
Bank Julius Baer & Co
Switzerland
$59.6M +$70.5K +1,992 +0.1%
SEI Investments
163
SEI Investments
Pennsylvania
$59.3M -$1.07M -30,333 -2%
BPC
164
Banque Pictet & Cie
Switzerland
$58.8M +$17.1M +483,933 +47%
Natixis Advisors
165
Natixis Advisors
Massachusetts
$58.8M +$8.05M +227,359 +18%
Victory Capital Management
166
Victory Capital Management
Texas
$58.4M -$13.2M -373,849 -20%
GI
167
GAMCO Investors
Connecticut
$58.4M -$1.49M -42,215 -3%
SBCM
168
Schwerin Boyle Capital Management
Massachusetts
$58.1M -$9.57M -270,270 -15%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$57.8M +$8.41M +237,623 +19%
LPL Financial
170
LPL Financial
California
$57.2M -$4.29M -121,297 -8%
TD Asset Management
171
TD Asset Management
Ontario, Canada
$56.7M +$315K +8,903 +0.6%
ZIM
172
Zacks Investment Management
Illinois
$55.8M +$1.06M +29,890 +2%
AA
173
ALPS Advisors
Colorado
$55.7M
VPI
174
Value Partners Investments
Manitoba, Canada
$55.6M +$347K +9,793 +0.7%
SOMRS
175
State of Michigan Retirement System
Michigan
$55.4M -$74.3K -2,100 -0.1%

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.