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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
BT
376
Brandywine Trust
Delaware
$7.66M +$85.2K +3,290 +1%
MAA
377
Matrix Asset Advisors
New York
$7.62M -$1.47M -56,921 -18%
CG
378
Cynosure Group
Utah
$7.61M
TG
379
TCW Group
California
$7.61M +$1.2M +46,193 +22%
SAM
380
Scion Asset Management
California
$7.54M +$6.47M +250,000 New
GH
381
GAM Holding
Switzerland
$7.51M -$30.7K -1,184 -0.5%
HT
382
HAP Trading
New York
$7.49M +$6.43M +248,294 New
SMDAM
383
Sumitomo Mitsui DS Asset Management
Japan
$7.29M -$123K -4,765 -2%
BPCE
384
Bank Pictet & Cie (Europe)
Germany
$7.24M -$296K -11,422 -5%
AAA
385
Adams Asset Advisors
Texas
$7.21M +$11.7K +453 +0.2%
WM
386
WS Management
Florida
$7.01M
BG
387
Bahl & Gaynor
Ohio
$7M -$641K -24,769 -10%
SGK
388
Steigerwald Gordon & Koch
Virginia
$6.99M +$611K +23,582 +11%
AWM
389
AE Wealth Management
Kansas
$6.96M +$46.7K +1,803 +0.8%
KeyBank National Association
390
KeyBank National Association
Ohio
$6.96M -$1.03M -39,809 -15%
MCM
391
Maltese Capital Management
New York
$6.94M +$3.63M +140,080 +156%
CS
392
Candriam SCA
Luxembourg
$6.87M -$763K -29,488 -11%
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$6.85M +$568K +21,933 +11%
PAG
394
Private Advisor Group
New Jersey
$6.81M -$546K -21,109 -9%
Daiwa Securities Group
395
Daiwa Securities Group
Japan
$6.78M +$23.2K +896 +0.4%
LMIM
396
Lockheed Martin Investment Management
Maryland
$6.73M +$3.9M +150,500 +208%
KAS
397
Kestra Advisory Services
Texas
$6.72M +$2.97M +114,904 +104%
CAPTRUST Financial Advisors
398
CAPTRUST Financial Advisors
North Carolina
$6.66M +$1.27M +48,878 +28%
HCM
399
Hillman Capital Management
Maryland
$6.63M +$238K +9,194 +4%
Mirae Asset Global Investments
400
Mirae Asset Global Investments
South Korea
$6.58M +$453K +17,490 +9%

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.