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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
Franklin Resources
26
Franklin Resources
California
$692M +$115M +4,454,505 +24%
Pzena Investment Management
27
Pzena Investment Management
New York
$618M +$52.8M +2,039,930 +11%
TP
28
Theleme Partners
United Kingdom
$604M +$199M +7,690,000 +62%
Barrow, Hanley, Mewhinney & Strauss
29
Barrow, Hanley, Mewhinney & Strauss
Texas
$593M +$19.8M +765,407 +4%
Morgan Stanley
30
Morgan Stanley
New York
$579M +$29M +1,118,687 +6%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$567M -$15.9M -614,516 -3%
Bank of America
32
Bank of America
North Carolina
$560M -$235M -9,086,264 -33%
Barclays
33
Barclays
United Kingdom
$552M +$145M +5,591,425 +44%
Ameriprise
34
Ameriprise
Minnesota
$459M -$41.4M -1,598,256 -10%
N
35
Nuveen
North Carolina
$437M +$36M +1,388,655 +11%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$415M -$17.9M -691,988 -5%
Harris Associates
37
Harris Associates
Illinois
$373M +$17.9M +691,439 +6%
WPL
38
WINDACRE PARTNERSHIP LLC
Texas
$370M +$148M +5,717,300 +88%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$356M +$68.8M +2,658,827 +29%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$333M -$5.89M -227,361 -2%
First Eagle Investment Management
41
First Eagle Investment Management
New York
$325M +$1.43M +55,332 +0.5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$325M +$86.1M +3,326,760 +45%
RCWMU
43
Rothschild & Co Wealth Management (UK)
United Kingdom
$310M -$230K -8,870 -0.1%
Prudential Financial
44
Prudential Financial
New Jersey
$310M +$6.49M +250,727 +3%
AAMU
45
Amundi Asset Management US
Massachusetts
$305M -$74.5M -2,876,204 -22%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301M +$21.9M +847,804 +9%
Goldman Sachs
47
Goldman Sachs
New York
$293M -$129M -4,998,817 -34%
Deutsche Bank
48
Deutsche Bank
Germany
$292M -$16.6M -640,871 -6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$284M +$10.2M +395,243 +4%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$281M -$24.7M -952,480 -10%

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.