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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
OPPTF
576
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.22M +$81.2K +3,293 +4%
SBH
577
Segall Bryant & Hamill
Illinois
$2.21M -$188K -7,639 -8%
CWM
578
Concentric Wealth Management
California
$2.2M +$39.8K +1,615 +2%
SCI
579
Stableford Capital II
Arizona
$2.2M +$2.3M +93,386 New
PC
580
Polar Capital
United Kingdom
$2.19M -$380K -15,438 -14%
PA
581
PFG Advisors
Arizona
$2.18M
AG
582
Algert Global
California
$2.18M +$986K +39,994 +76%
RMC
583
Resources Management Corp
Connecticut
$2.15M -$1.64M -66,746 -42%
EARNEST Partners
584
EARNEST Partners
Georgia
$2.14M -$94.9K -3,849 -4%
DC
585
Davenport & Co
Virginia
$2.14M -$1.84M -74,578 -45%
GRP
586
Global Retirement Partners
California
$2.14M +$29.4K +1,194 +1%
CK
587
Cohen Klingenstein
New York
$2.14M
PA
588
Profund Advisors
Maryland
$2.13M +$251K +10,184 +13%
MCM
589
Maltese Capital Management
New York
$2.12M +$2.22M +90,000 New
Mercer Global Advisors
590
Mercer Global Advisors
Colorado
$2.11M -$1.54M -62,494 -41%
CG
591
Colony Group
Massachusetts
$2.1M +$316K +12,832 +17%
SIM
592
Sentry Investment Management
Wisconsin
$2.08M -$3.34M -135,508 -60%
CCMT
593
CMT Capital Markets Trading
Germany
$2.08M
GFA
594
Gifford Fong Associates
California
$2.07M
WMSA
595
Weiss Multi-Strategy Advisers
New York
$2.04M +$2.14M +86,966 New
QT
596
Quantamental Technologies
New York
$2.03M +$2.13M +86,366 New
SCI
597
S&CO Inc
Massachusetts
$2.03M -$530K -21,495 -20%
DDC
598
DF Dent & Co
Maryland
$2.02M +$207K +8,396 +11%
VI
599
Vestcor Inc
New Brunswick, Canada
$2.01M +$137K +5,568 +7%
SS
600
Sunbelt Securities
Texas
$2.01M +$208K +8,448 +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.