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Wells Fargo

1,757 hedge funds and large institutions have $87B invested in Wells Fargo in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 488 increasing their positions, 843 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 109

47% more funds holding in top 10

Funds holding in top 10: 5784 (+27)

31% more capital invested

Capital invested by funds: $66.4B → $87B (+$20.6B)

13% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.15B

9% more funds holding

Funds holding: 1,6171,757 (+140)

1.1% more ownership

Funds ownership: 68.65%69.76% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 488 | Existing positions reduced: 843

Holders
1,757
Holders Change
+140
Holders Change %
+8.66%
% of All Funds
31.09%
Holding in Top 10
84
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+47.37%
% of All Funds
1.49%
New
275
Increased
488
Reduced
843
Closed
109
Calls
$3.56B
Puts
$3.15B
Net Calls
+$415M
Net Calls Change
+$494M
Name Holding Trade Value Shares
Change
Change in
Stake
SBWIC
326
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.9M -$343K -13,242 -4%
DAM
327
Davis Asset Management
California
$10.7M
TSW
328
Thompson Siegel & Walmsley
Virginia
$10.6M +$2M +77,188 +28%
OCM
329
Olstein Capital Management
New York
$10.3M +$699K +27,000 +9%
MA
330
MUFG Americas
New York
$10.3M -$1.52M -58,700 -15%
JFL
331
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.2M -$2.41M -93,139 -22%
Brown Advisory
332
Brown Advisory
Maryland
$10.1M -$59.8K -2,311 -0.7%
BBVA
333
Banco Bilbao Vizcaya Argentaria
Spain
$10M +$4.89M +188,915 +132%
MNBTD
334
Moody National Bank Trust Division
Texas
$9.96M +$193K +7,468 +2%
QI
335
QV Investors
Alberta, Canada
$9.93M -$2.31M -89,200 -21%
MI
336
Markston International
New York
$9.84M -$253K -9,779 -3%
KIA
337
KCM Investment Advisors
California
$9.78M -$173K -6,665 -2%
HIC
338
Harbor Island Capital
Massachusetts
$9.74M +$3.5M +135,290 +72%
PIM
339
Perpetual Investment Management
Australia
$9.58M +$8.34M +322,038 New
SCP
340
Seizert Capital Partners
Michigan
$9.54M -$430K -16,593 -5%
MIFH
341
Migdal Insurance & Financial Holdings
Israel
$9.5M +$4.91M +189,696 +152%
ANI
342
American National Insurance
Texas
$9.47M
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$9.38M -$2.85M -109,917 -26%
ADEF
344
Adams Diversified Equity Fund
Maryland
$9.23M +$7.91M +305,700 New
CCM
345
Channing Capital Management
Illinois
$9.2M +$467K +18,042 +6%
GWM
346
Geneos Wealth Management
Colorado
$9.19M +$635K +24,526 +10%
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$9.14M -$28.8K -1,114 -0.4%
BAM
348
Berkshire Asset Management
Pennsylvania
$9.07M +$1.17M +45,165 +18%
KSCM
349
King Street Capital Management
New York
$9.05M -$7.77M -300,000 -50%
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$9.04M -$4.48M -173,082 -37%

WFC Hedge Fund Activity: Q4 2020 in Review

1,757 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2020, worth a combined $87B — up 31% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new WFC positions and 109 closed out — a net gain of 166 holders — while 488 added to existing stakes and 843 trimmed.

The largest buyer was Sanders Capital, adding an estimated $947M. The largest seller was Berkshire Hathaway, cutting an estimated $1.94B.

  • 1,757 institutional investors held Wells Fargo (WFC) as of Q4 2020, up from 1,617 in Q3 2020.
  • Funds reported $87B of Wells Fargo stock for Q4 2020, up 31% quarter-over-quarter.
  • 275 funds opened new Wells Fargo positions in Q4 2020 and 109 closed out, a net change of +166 holders.
  • The largest Wells Fargo buyer in Q4 2020 was Sanders Capital, an estimated $947M added.
  • The largest Wells Fargo seller in Q4 2020 was Berkshire Hathaway, an estimated $1.94B sold.

Based on aggregated 13F filings for Q4 2020.