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Wells Fargo

1,617 hedge funds and large institutions have $66.4B invested in Wells Fargo in 2020 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 541 increasing their positions, 819 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more funds holding in top 10

Funds holding in top 10: 4857 (+9)

0.19% less ownership

Funds ownership: 68.85%68.65% (-0.19%)

4% less call options, than puts

Call options by funds: $2.13B | Put options by funds: $2.21B

8% less funds holding

Funds holding: 1,7501,617 (-133)

8% less capital invested

Capital invested by funds: $72.2B → $66.4B (-$5.77B)

34% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 819

54% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 223

Holders
1,617
Holders Change
-133
Holders Change %
-7.6%
% of All Funds
32.62%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.15%
New
103
Increased
541
Reduced
819
Closed
223
Calls
$2.13B
Puts
$2.21B
Net Calls
-$78.9M
Net Calls Change
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
301
Oppenheimer Asset Management
New York
$9.93M +$4.47M +181,240 +75%
ACM
302
Advisors Capital Management
New Jersey
$9.91M -$554K -22,490 -5%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$9.89M -$1.54M -62,376 -13%
QI
304
QV Investors
Alberta, Canada
$9.83M -$542K -22,010 -5%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$9.77M +$69.4K +2,818 +0.7%
RGI
306
River Global Investors
United Kingdom
$9.72M +$1.12M +45,514 +12%
Lord, Abbett & Co
307
Lord, Abbett & Co
New Jersey
$9.58M -$3.13M -127,060 -24%
DekaBank Deutsche Girozentrale
308
DekaBank Deutsche Girozentrale
Germany
$9.54M -$13.1M -532,257 -56%
RT
309
Rockland Trust
Massachusetts
$9.43M -$378K -15,323 -4%
Qube Research & Technologies (QRT)
310
Qube Research & Technologies (QRT)
United Kingdom
$9.41M -$939K -38,093 -9%
Connor, Clark & Lunn Investment Management (CC&L)
311
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.4M -$34.6M -1,405,106 -78%
MA
312
MUFG Americas
New York
$9.38M -$1.94M -78,525 -16%
PL
313
Perpetual Ltd
Australia
$9.35M +$5.75M +233,425 +142%
PMG
314
Private Management Group
California
$9.32M +$1.5M +60,801 +18%
ESBC
315
E.S. Barr & Co
Kentucky
$9.25M -$674K -27,357 -7%
EBSAM
316
Eubel Brady & Suttman Asset Management
Ohio
$9.11M +$2.69M +109,166 +39%
WorldQuant Millennium Advisors
317
WorldQuant Millennium Advisors
New York
$8.98M +$106K +4,282 +1%
COPPSERS
318
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.97M +$4.15M +168,398 +79%
SAM
319
Securian Asset Management
Minnesota
$8.82M +$788K +31,987 +9%
NAM
320
Nissay Asset Management
Japan
$8.8M -$1.37M -55,462 -13%
SBWIC
321
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.8M +$453K +18,381 +5%
SAM
322
Shell Asset Management
Netherlands
$8.62M +$685K +27,804 +8%
DAM
323
Davis Asset Management
California
$8.35M
DnB Asset Management
324
DnB Asset Management
Norway
$8.29M -$2.75M -111,523 -24%
CCM
325
Callodine Capital Management
Massachusetts
$8.23M +$1.6M +65,000 +23%

WFC Hedge Fund Activity: Q3 2020 in Review

1,617 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2020, worth a combined $66.4B — down 8% from $72.2B a quarter earlier.

Sellers outnumbered buyers: 223 funds closed out of WFC and 103 opened new positions — a net loss of 120 holders — while 819 trimmed existing stakes and 541 added.

The largest buyer was Dodge & Cox, adding an estimated $681M. The largest seller was Berkshire Hathaway, cutting an estimated $2.72B.

  • 1,617 institutional investors held Wells Fargo (WFC) as of Q3 2020, down from 1,750 in Q2 2020.
  • Funds reported $66.4B of Wells Fargo stock for Q3 2020, down 8% quarter-over-quarter.
  • 103 funds opened new Wells Fargo positions in Q3 2020 and 223 closed out, a net change of -120 holders.
  • The largest Wells Fargo buyer in Q3 2020 was Dodge & Cox, an estimated $681M added.
  • The largest Wells Fargo seller in Q3 2020 was Berkshire Hathaway, an estimated $2.72B sold.

Based on aggregated 13F filings for Q3 2020.