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Wells Fargo

1,907 hedge funds and large institutions have $156B invested in Wells Fargo in 2021 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 678 increasing their positions, 818 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 114

1% more capital invested

Capital invested by funds: $154B → $156B (+$1.24B)

0% more funds holding in top 10

Funds holding in top 10: 9696 (0)

0.89% less ownership

Funds ownership: 71.32%70.43% (-0.89%)

6% less call options, than puts

Call options by funds: $4.51B | Put options by funds: $4.8B

1% less funds holding

Funds holding: 1,9301,907 (-23)

17% less repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 818

Holders
1,907
Holders Change
-23
Holders Change %
-1.19%
% of All Funds
33.38%
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.68%
New
116
Increased
678
Reduced
818
Closed
114
Calls
$4.51B
Puts
$4.8B
Net Calls
-$291M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1901
Lloyd Advisory Services
Georgia
$1K
RCA
1902
Ranch Capital Advisors
Florida
$1K
TFA
1903
Toth Financial Advisory
Virginia
$1K
CI
1904
Cordant Inc
Oregon
$1K +$833 +18 New
TLFA
1905
True Link Financial Advisors
California
$1K +$879 +19 New
WIM
1906
Westside Investment Management
California
$13
Capital Research Global Investors
1907
Capital Research Global Investors
California
-$217M -4,796,509 Closed
Two Sigma Investments
1908
Two Sigma Investments
New York
-$152M -3,284,538 Closed
CA
1909
Capitolis Advisors
New York
-$137M -3,034,283 Closed
Balyasny Asset Management
1910
Balyasny Asset Management
Illinois
-$99.7M -2,154,762 Closed
ECU
1911
Egerton Capital (UK)
United Kingdom
-$97.5M -2,152,827 Closed
VCM
1912
Voleon Capital Management
California
-$76.3M -1,685,000 Closed
Parallax Volatility Advisers
1913
Parallax Volatility Advisers
California
-$53.6M -1,157,568 Closed
VIP
1914
Vantage Investment Partners
Missouri
-$46.3M -1,023,108 Closed
CHCM
1915
Columbus Hill Capital Management
New Jersey
-$42.7M -942,418 Closed
Mawer Investment Management
1916
Mawer Investment Management
Alberta, Canada
-$38.4M -848,701 Closed
Two Sigma Advisers
1917
Two Sigma Advisers
New York
-$25.8M -570,200 Closed
SVC
1918
Strycker View Capital
New York
-$22.6M -500,000 Closed
PWAG
1919
Polaris Wealth Advisory Group
California
-$21.7M -477,609 Closed
CC
1920
Carlson Capital
Texas
-$16.4M -362,313 Closed
Twin Tree Management
1921
Twin Tree Management
Texas
-$16M -345,225 Closed
AIM
1922
Aigen Investment Management
New York
-$12.1M -266,462 Closed
IM
1923
Islet Management
New York
-$10.2M -225,000 Closed
MAM
1924
Myriad Asset Management
Hong Kong
-$8.68M -191,650 Closed
GCM
1925
Gladius Capital Management
Illinois
-$8.52M -188,077 Closed

WFC Hedge Fund Activity: Q3 2021 in Review

1,907 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2021, worth a combined $156B — up 0.8% from $154B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new WFC positions and 114 closed out — a net gain of 2 holders — while 678 added to existing stakes and 818 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $1.04B. The largest seller was Susquehanna International Group, cutting an estimated $827M.

  • 1,907 institutional investors held Wells Fargo (WFC) as of Q3 2021, down from 1,930 in Q2 2021.
  • Funds reported $156B of Wells Fargo stock for Q3 2021, up 0.8% quarter-over-quarter.
  • 116 funds opened new Wells Fargo positions in Q3 2021 and 114 closed out, a net change of +2 holders.
  • The largest Wells Fargo buyer in Q3 2021 was Capital World Investors, an estimated $1.04B added.
  • The largest Wells Fargo seller in Q3 2021 was Susquehanna International Group, an estimated $827M sold.

Based on aggregated 13F filings for Q3 2021.