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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
AQR Capital Management
151
AQR Capital Management
Connecticut
$79.1M -$26.6M -595,993 -25%
UIM
152
USS Investment Management
United Kingdom
$78.2M -$1M -22,500 -1%
Calamos Advisors
153
Calamos Advisors
Illinois
$77.9M +$6.7M +150,032 +10%
SEI Investments
154
SEI Investments
Pennsylvania
$76.7M +$7.57M +169,504 +11%
VCM
155
Voleon Capital Management
California
$76.3M +$75.2M +1,685,000 New
Natixis Advisors
156
Natixis Advisors
Massachusetts
$76.3M +$8.03M +179,773 +12%
FAM
157
Fred Alger Management
New York
$75.6M +$20.1M +450,911 +37%
AAI
158
American Assets Inc
California
$72.5M
DJC
159
Daily Journal Corp
California
$72.1M
Victory Capital Management
160
Victory Capital Management
Texas
$71.3M +$3.49M +78,087 +5%
TD Asset Management
161
TD Asset Management
Ontario, Canada
$70.4M +$3.61M +80,858 +6%
AA
162
Ancient Art
Texas
$70.1M -$63.3M -1,417,623 -48%
Wells Fargo
163
Wells Fargo
California
$70M -$13.8M -309,394 -17%
Bank Julius Baer & Co
164
Bank Julius Baer & Co
Switzerland
$69.1M +$60.5K +1,354 +0.1%
Nomura Asset Management
165
Nomura Asset Management
Japan
$68.9M -$1.19M -26,556 -2%
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$68.6M +$1.65M +36,860 +2%
SL
167
Summitry LLC
California
$68.2M -$3.62M -81,008 -5%
BPC
168
Banque Pictet & Cie
Switzerland
$68M -$148K -3,324 -0.2%
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$67.8M +$10.3M +231,137 +18%
SBCM
170
Schwerin Boyle Capital Management
Massachusetts
$66.9M -$349K -7,815 -0.5%
PF
171
Phoenix Financial
Israel
$66.2M +$65.3M +1,461,636 New
LPL Financial
172
LPL Financial
California
$65.4M -$878K -19,661 -1%
SSA
173
Schonfeld Strategic Advisors
New York
$65.3M -$10.6M -236,932 -14%
SOMRS
174
State of Michigan Retirement System
Michigan
$64.7M +$496K +11,100 +0.8%
AA
175
ALPS Advisors
Colorado
$64.5M

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.