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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
FNF
401
Fidelity National Financial
Florida
$4.94M
PTC
402
Philadelphia Trust Company
Pennsylvania
$4.92M +$150K +6,100 +3%
LSERS
403
Louisiana State Employees Retirement System
Louisiana
$4.92M +$1.2M +48,800 +30%
WP
404
WealthSource Partners
California
$4.91M -$401K -16,267 -7%
SFI
405
Sonic Fund II
Hawaii
$4.9M -$9.65M -391,426 -65%
SGK
406
Steigerwald Gordon & Koch
Virginia
$4.89M +$931K +37,787 +22%
EDRH
407
Edmond de Rothschild Holding
Switzerland
$4.88M +$678K +27,500 +15%
DADC
408
D.A. Davidson & Co
Montana
$4.85M -$1.79M -72,658 -26%
TG
409
TCW Group
California
$4.84M +$1.15M +46,558 +29%
UFG
410
United Fire Group
Iowa
$4.82M -$1.23M -50,000 -20%
GAM
411
Gotham Asset Management
New York
$4.81M -$1.43M -58,056 -22%
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$4.81M -$1.13M -45,904 -18%
FAT
413
First American Trust
California
$4.79M +$182K +7,379 +4%
WAM
414
World Asset Management
Michigan
$4.74M +$413K +16,776 +9%
FNBOO
415
First National Bank of Omaha
Nebraska
$4.73M +$131K +5,300 +3%
GG
416
Gofen & Glossberg
Illinois
$4.72M +$1.24M +50,467 +34%
William Blair & Company
417
William Blair & Company
Illinois
$4.72M +$1.5M +60,889 +43%
Mirae Asset Global Investments
418
Mirae Asset Global Investments
South Korea
$4.71M +$699K +28,358 +16%
Wealthfront Advisers
419
Wealthfront Advisers
California
$4.7M +$2.46M +99,708 +99%
CF
420
CNA Financial
Illinois
$4.7M
MFS
421
Mirabella Financial Services
United Kingdom
$4.69M +$2M +81,321 New
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$4.68M -$533K -21,641 -10%
KCM
423
Kanawha Capital Management
Virginia
$4.67M -$493K -19,988 -9%
CAM
424
Chou Associates Management
Ontario, Canada
$4.66M
QSS
425
Quantitative Systematic Strategies
Florida
$4.62M +$4.84M +196,539 New

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.