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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
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$7.15M -$1.1M -44,772 -13%
SCP
352
Stamos Capital Partners
California
$7.05M +$4.26M +173,000 +136%
GIA
353
Guyasuta Investment Advisors
Pennsylvania
$6.95M -$328K -13,313 -4%
CCM
354
Channing Capital Management
Illinois
$6.74M +$2.31M +93,631 +49%
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$6.69M -$693K -28,111 -9%
LAM
356
Lountzis Asset Management
Pennsylvania
$6.68M +$271K +11,000 +4%
BC
357
Brookfield Corp
Ontario, Canada
$6.62M +$6.94M +281,471 New
PAM
358
Panagora Asset Management
Massachusetts
$6.45M +$133K +5,406 +2%
TSW
359
Thompson Siegel & Walmsley
Virginia
$6.42M +$26.5K +1,075 +0.4%
AFG
360
American Financial Group
Ohio
$6.39M
KeyBank National Association
361
KeyBank National Association
Ohio
$6.36M -$1.94M -78,740 -23%
GA
362
GFS Advisors
Texas
$6.34M -$560K -22,725 -8%
FBP
363
Flippin Bruce & Porter
Virginia
$6.31M +$707K +28,691 +12%
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$6.2M +$118K +4,800 +2%
CS
365
Candriam SCA
Luxembourg
$6.04M -$283K -11,497 -4%
BG
366
Bahl & Gaynor
Ohio
$6.03M -$13.5M -548,807 -68%
BAM
367
Berkshire Asset Management
Pennsylvania
$6M -$9.33M -378,683 -60%
CG
368
Cynosure Group
Utah
$5.93M
Simplex Trading
369
Simplex Trading
Illinois
$5.92M +$1M +40,657 +19%
BPCE
370
Bank Pictet & Cie (Europe)
Germany
$5.91M +$3.16M +128,042 +104%
NIPH
371
NN Investment Partners Holdings
Netherlands
$5.9M +$75.7K +3,072 +1%
BT
372
Brandywine Trust
Delaware
$5.89M -$1.26M -50,980 -17%
GH
373
GAM Holding
Switzerland
$5.88M +$12.9K +523 +0.2%
SAM
374
Storebrand Asset Management
Norway
$5.87M +$639K +25,948 +12%
CB
375
Commerce Bank
Missouri
$5.79M +$901K +36,577 +17%

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.