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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
CCA
326
Cobblestone Capital Advisors
New York
$8.05M +$274K +11,109 +3%
AF
327
Ally Financial
Michigan
$7.99M
Brown Advisory
328
Brown Advisory
Maryland
$7.95M -$2.51M -101,911 -23%
CMTU
329
Capital Markets Trading (UK)
United Kingdom
$7.94M +$1.64M +66,720 +23%
JMPWA
330
JP Morgan Private Wealth Advisors
California
$7.91M -$4.96M -201,103 -37%
MI
331
Markston International
New York
$7.89M +$1.25M +50,728 +18%
MI
332
M3F Inc
Utah
$7.88M +$8.26M +335,000 New
OPERF
333
Oregon Public Employees Retirement Fund
Oregon
$7.84M -$165K -6,708 -2%
SCP
334
Seizert Capital Partners
Michigan
$7.82M -$1.36M -55,042 -14%
VRS
335
Virginia Retirement Systems
Virginia
$7.8M -$2.19M -88,700 -21%
Daiwa Securities Group
336
Daiwa Securities Group
Japan
$7.78M -$461K -18,709 -8%
KIA
337
KCM Investment Advisors
California
$7.77M -$5.07M -205,774 -38%
SAM
338
SP Asset Management
California
$7.65M +$1M +40,651 +13%
II
339
IFM Investors
Australia
$7.64M +$867K +35,166 +12%
ACL
340
Azora Capital LP
Florida
$7.61M +$7.97M +323,540 New
MNBTD
341
Moody National Bank Trust Division
Texas
$7.58M -$80K -3,246 -1%
GIP
342
Greatmark Investment Partners
Georgia
$7.49M +$2.01M +81,393 +34%
B
343
BP
United Kingdom
$7.42M -$1.11M -45,231 -13%
OCM
344
Olstein Capital Management
New York
$7.38M +$542K +22,000 +8%
ANI
345
American National Insurance
Texas
$7.38M
BCM
346
Bluefin Capital Management
New York
$7.35M -$7.48M -303,335 Closed
MAA
347
Matrix Asset Advisors
New York
$7.28M +$929K +37,690 +14%
SPC
348
Stewart & Patten Company
California
$7.23M -$21.8K -885 -0.3%
Wolverine Trading
349
Wolverine Trading
Illinois
$7.2M +$266K +10,797 +4%
Neuberger Berman Group
350
Neuberger Berman Group
New York
$7.19M -$622K -25,236 -8%

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.