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Wells Fargo

2,074 hedge funds and large institutions have $135B invested in Wells Fargo in 2021 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 682 increasing their positions, 806 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 306 | Existing positions closed: 107

9% more funds holding

Funds holding: 1,9072,074 (+167)

0.18% more ownership

Funds ownership: 70.43%70.61% (+0.18%)

4% less funds holding in top 10

Funds holding in top 10: 9692 (-4)

14% less capital invested

Capital invested by funds: $156B → $135B (-$21.1B)

15% less repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 806

28% less call options, than puts

Call options by funds: $3.15B | Put options by funds: $4.35B

Holders
2,074
Holders Change
+167
Holders Change %
+8.76%
% of All Funds
31.91%
Holding in Top 10
92
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.17%
% of All Funds
1.42%
New
306
Increased
682
Reduced
806
Closed
107
Calls
$3.15B
Puts
$4.35B
Net Calls
-$1.2B
Net Calls Change
-$907M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2076
CIBC World Markets
New York
-$235M -5,060,939 Closed
ACI
2077
AMP Capital Investors
Australia
-$71.3M -1,535,272 Closed
VPI
2078
Value Partners Investments
Manitoba, Canada
-$48.1M -1,041,886 Closed
RCM
2079
Redwood Capital Management
New York
-$15.1M -325,520 Closed
Voloridge Investment Management
2080
Voloridge Investment Management
Florida
-$9.77M -210,459 Closed
Group One Trading
2081
Group One Trading
Illinois
-$9.94M -201,848 Closed
AIM
2082
Achmea Investment Management
Netherlands
-$8.87M -191,014 Closed
SFI
2083
Sonic Fund II
Hawaii
-$7.36M -158,574 Closed
Tudor Investment Corp
2084
Tudor Investment Corp
Connecticut
-$7.38M -149,920 Closed
TIAM
2085
TT International Asset Management
United Kingdom
-$6.39M -137,666 Closed
CCM
2086
Cinctive Capital Management
New York
-$5.19M -111,751 Closed
CCM
2087
Callodine Capital Management
Massachusetts
-$4.41M -95,000 Closed
OIM
2088
Opus Investment Management
Massachusetts
-$3.46M -74,500 Closed
ZDA
2089
Zweig-DiMenna Associates
New York
-$3.39M -73,000 Closed
CM
2090
Capula Management
Cayman Islands
-$3.23M -69,672 Closed
MLIC
2091
Mandatum Life Insurance Company
Finland
-$2.99M -64,500 Closed
KA
2092
Kintegral Advisory
New York
-$2.37M -48,237 Closed
BC
2093
Brio Consultants
California
-$2.19M -47,079 Closed
ED
2094
Exane Derivatives
France
-$2.13M -45,804 Closed
ERM
2095
Elm Ridge Management
New York
-$1.93M -41,608 Closed
SCM
2096
Springhouse Capital Management
Connecticut
-$1.9M -41,000 Closed
CMTU
2097
Capital Markets Trading (UK)
United Kingdom
-$1.96M -39,852 Closed
GRP
2098
Global Retirement Partners
California
-$1.78M -38,339 Closed
VF
2099
Virtu Financial
New York
-$1.73M -37,201 Closed
MCAI
2100
Members Capital Advisors Inc
Wisconsin
-$1.68M -36,100 Closed

WFC Hedge Fund Activity: Q4 2021 in Review

2,074 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2021, worth a combined $135B — down 14% from $156B a quarter earlier.

Buyers outnumbered sellers: 306 funds opened new WFC positions and 107 closed out — a net gain of 199 holders — while 682 added to existing stakes and 806 trimmed.

The largest buyer was Capital World Investors, adding an estimated $415M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.43B.

  • 2,074 institutional investors held Wells Fargo (WFC) as of Q4 2021, up from 1,907 in Q3 2021.
  • Funds reported $135B of Wells Fargo stock for Q4 2021, down 14% quarter-over-quarter.
  • 306 funds opened new Wells Fargo positions in Q4 2021 and 107 closed out, a net change of +199 holders.
  • The largest Wells Fargo buyer in Q4 2021 was Capital World Investors, an estimated $415M added.
  • The largest Wells Fargo seller in Q4 2021 was T. Rowe Price Associates, an estimated $1.43B sold.

Based on aggregated 13F filings for Q4 2021.