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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
Citigroup
51
Citigroup
New York
$219M +$46.7M +1,893,215 +25%
PPA
52
Parametric Portfolio Associates
Washington
$216M -$16.3M -662,284 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$215M +$15M +607,887 +7%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$214M -$595K -24,159 -0.3%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$212M +$7.67M +311,124 +4%
FPA
56
First Pacific Advisors
California
$198M +$17.4M +707,631 +9%
Two Sigma Investments
57
Two Sigma Investments
New York
$197M +$205M +8,335,005 +19,535%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$175M +$844K +34,264 +0.5%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$171M +$5.8M +235,386 +3%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$169M +$1.46M +59,064 +0.8%
Capital International Investors
61
Capital International Investors
California
$167M -$274M -11,098,827 -61%
MG
62
Magnolia Group
Nebraska
$161M +$9.37M +380,125 +6%
WPL
63
WINDACRE PARTNERSHIP LLC
Texas
$153M +$161M +6,526,800 New
Principal Financial Group
64
Principal Financial Group
Iowa
$149M +$8.22M +333,641 +6%
Renaissance Technologies
65
Renaissance Technologies
New York
$146M +$31.5M +1,279,485 +26%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$143M
HSBC Holdings
67
HSBC Holdings
United Kingdom
$139M -$29.8M -1,208,458 -17%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$131M -$38.3M -1,553,318 -22%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$125M +$25.4M +1,029,859 +24%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$125M -$321K -13,014 -0.2%
EVM
71
Eaton Vance Management
Massachusetts
$122M -$7.86M -318,773 -6%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$122M +$34K +1,380 +0%
Arrowstreet Capital
73
Arrowstreet Capital
Massachusetts
$119M -$331M -13,423,363 -73%
ClearBridge Investments
74
ClearBridge Investments
New York
$115M +$2.52M +102,264 +2%
National Pension Service
75
National Pension Service
South Korea
$113M

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.