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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
Citadel Advisors
26
Citadel Advisors
Florida
$446M +$363M +14,722,353 +346%
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$444M +$76M +3,085,713 +20%
Franklin Resources
28
Franklin Resources
California
$434M -$374M -15,190,648 -45%
Pzena Investment Management
29
Pzena Investment Management
New York
$434M +$117M +4,760,961 +35%
UBS AM
30
UBS AM
Illinois
$433M +$33.2M +1,347,890 +8%
Morgan Stanley
31
Morgan Stanley
New York
$425M -$64.6M -2,622,221 -13%
Ameriprise
32
Ameriprise
Minnesota
$393M +$118M +4,772,000 +40%
Goldman Sachs
33
Goldman Sachs
New York
$345M -$170M -6,903,831 -32%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$340M -$24.9M -1,008,719 -7%
N
35
Nuveen
North Carolina
$308M -$26.3M -1,066,972 -8%
AAMU
36
Amundi Asset Management US
Massachusetts
$305M +$37M +1,501,973 +13%
Fidelity International
37
Fidelity International
Bermuda
$300M +$74.2M +3,010,677 +31%
Barclays
38
Barclays
United Kingdom
$299M +$20.1M +817,581 +7%
TP
39
Theleme Partners
United Kingdom
$290M +$41.4M +1,678,000 +16%
Harris Associates
40
Harris Associates
Illinois
$274M +$27.5M +1,117,798 +11%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$264M +$15.3M +620,816 +6%
First Eagle Investment Management
42
First Eagle Investment Management
New York
$252M -$17.5M -708,424 -6%
CS
43
Credit Suisse
Switzerland
$248M -$8.63M -350,381 -3%
Sanders Capital
44
Sanders Capital
Florida
$244M +$1.37M +55,776 +0.5%
Deutsche Bank
45
Deutsche Bank
Germany
$243M -$286M -11,603,559 -53%
RCWMU
46
Rothschild & Co Wealth Management (UK)
United Kingdom
$242M -$1.22M -49,325 -0.5%
UBS Group
47
UBS Group
Switzerland
$241M +$63.1M +2,561,392 +33%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$239M +$232M +9,404,700 +1,229%
Prudential Financial
49
Prudential Financial
New Jersey
$235M +$58.5M +2,373,664 +31%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$228M +$23.4M +947,538 +11%

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.