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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
ACM
451
Azimuth Capital Management
Michigan
$3.66M -$135K -5,480 -3%
WT
452
Whittier Trust
California
$3.62M -$419K -17,000 -10%
TCM
453
Tufton Capital Management
Maryland
$3.6M -$90.2K -3,662 -2%
ACM
454
Aquamarine Capital Management
New York
$3.57M
CIP
455
Chartwell Investment Partners
Pennsylvania
$3.54M +$5.15K +209 +0.1%
IIM
456
Intact Investment Management
Quebec, Canada
$3.53M
MCA
457
Mendon Capital Advisors
Florida
$3.53M +$493K +20,000 +15%
LM
458
Lincluden Management
Ontario, Canada
$3.5M -$275K -11,139 -7%
SAM
459
Sompo Asset Management
Japan
$3.5M +$14.5K +590 +0.4%
WP
460
WealthPLAN Partners
Nebraska
$3.5M -$1.29M -52,411 -26%
PTB
461
Pioneer Trust Bank
Oregon
$3.48M -$36K -1,460 -1%
RCC
462
Red Cedar Capital
Nebraska
$3.45M -$253K -10,280 -7%
IFAM
463
Institutional & Family Asset Management
Colorado
$3.44M +$257K +10,436 +8%
BBHC
464
Brown Brothers Harriman & Co
New York
$3.44M -$645K -26,190 -15%
SS
465
Simplicity Solutions
Minnesota
$3.43M +$438K +17,778 +14%
BCM
466
Banyan Capital Management
Georgia
$3.41M -$90.8K -3,686 -2%
MHC
467
Meyer Handelman Company
New York
$3.4M +$461K +18,700 +15%
CC
468
Cipher Capital
New York
$3.39M -$3.16M -128,387 -47%
DWT
469
Dorsey & Whitney Trust
South Dakota
$3.38M +$791K +32,096 +29%
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$3.38M +$635K +25,772 +22%
ZCM
471
Ziegler Capital Management
Illinois
$3.36M -$91.4K -3,709 -3%
FT
472
Fiduciary Trust
Massachusetts
$3.34M -$1.13M -45,932 -24%
AIA
473
Allied Investment Advisors
Montana
$3.33M +$93.5K +3,795 +3%
RCM
474
RNC Capital Management
California
$3.33M -$17.5K -710 -0.5%
TF
475
TIAA FSB
Florida
$3.31M -$538K -21,821 -13%

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.