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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
CCM
476
Covington Capital Management
California
$3.31M -$32K -1,300 -0.9%
CTA
477
Chesley Taft & Associates
Illinois
$3.28M +$39K +1,583 +1%
AIP
478
Ameritas Investment Partners
Nebraska
$3.27M +$65.8K +2,671 +2%
NEAM
479
New England Asset Management
Connecticut
$3.23M -$197M -7,988,400 -98%
BNP Paribas Asset Management
480
BNP Paribas Asset Management
France
$3.23M +$1.2M +48,649 +55%
OC
481
Oppenheimer & Co
New York
$3.22M -$1.04M -42,221 -24%
HHII
482
H&H International Investment
California
$3.2M
BOS
483
Bingham Osborn & Scarborough
California
$3.19M -$7.37K -299 -0.2%
ANTB
484
AMG National Trust Bank
Colorado
$3.16M +$849K +34,466 +35%
DY
485
Dowling & Yahnke
California
$3.15M -$346K -14,046 -9%
MFG
486
Monte Financial Group
Connecticut
$3.12M +$346K +14,031 +12%
LS
487
Livforsakringsbolaget Skandia
Sweden
$3.12M -$118K -4,800 -3%
PPCM
488
Pillar Pacific Capital Management
California
$3.1M -$5.17K -210 -0.2%
Fayez Sarofim & Co
489
Fayez Sarofim & Co
Texas
$3.07M -$78.2K -3,175 -2%
PAM
490
Palisade Asset Management
Minnesota
$3.06M -$2.07M -84,078 -39%
RE
491
RBC Europe
United Kingdom
$3.06M +$690 +28 +0%
WIC
492
Willis Investment Counsel
Georgia
$3.04M -$10.7M -434,100 -77%
UCI
493
Uncommon Cents Investing
Wisconsin
$3.04M +$70.6K +2,866 +2%
AI
494
Atria Investments
North Carolina
$3.02M +$213K +8,645 +7%
IRF
495
IBM Retirement Fund
New York
$3.02M +$846K +34,324 +37%
CI
496
Cigna Investments
Connecticut
$3.01M -$735K -29,826 -19%
PCM
497
Poehling Capital Management
Wisconsin
$3.01M +$715K +29,032 +29%
Twin Tree Management
498
Twin Tree Management
Texas
$3M -$507K -20,591 -14%
VF
499
Virtu Financial
New York
$2.99M +$701K +28,426 +29%
HI
500
Horizon Investments
North Carolina
$2.99M -$2.04M -82,724 -39%

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.