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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
PVWM
751
Point View Wealth Management
New Jersey
$1.39M +$107K +4,125 +10%
HCM
752
Hodges Capital Management
Texas
$1.39M -$235K -9,092 -17%
RHAM
753
Round Hill Asset Management
California
$1.38M +$276K +10,660 +30%
MAM
754
Magellan Asset Management
Australia
$1.38M +$1.18M +45,741 New
CCT
755
Country Club Trust
Missouri
$1.38M -$109K -4,216 -8%
SAMC
756
Spectrum Asset Management (California)
California
$1.37M -$198K -7,662 -14%
CICI
757
Capital Investment Counsel Inc
North Carolina
$1.37M -$197K -7,626 -14%
LNWWM
758
Laird Norton Wetherby Wealth Management
California
$1.37M +$152K +5,888 +15%
SPIA
759
Steward Partners Investment Advisory
New York
$1.35M -$53.4K -2,061 -4%
NEI
760
Northwest & Ethical Investments
Ontario, Canada
$1.35M -$58K -2,240 -5%
UB
761
UMB Bank
Missouri
$1.34M -$590K -22,803 -34%
LCOV
762
London Company of Virginia
Virginia
$1.34M -$53M -2,045,530 -98%
B
763
Barings
North Carolina
$1.34M -$812K -31,361 -41%
ZCA
764
Zeke Capital Advisors
Pennsylvania
$1.33M +$164K +6,322 +17%
IC
765
IEQ Capital
California
$1.32M +$385K +14,870 +51%
CLOS
766
Compagnie Lombard Odier SCmA
Switzerland
$1.32M +$121K +4,660 +12%
HTC
767
Haverford Trust Company
Pennsylvania
$1.31M -$272K -10,500 -19%
LWCFA
768
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.31M +$35.8K +1,381 +3%
NPF
769
Norris Perne & French
Michigan
$1.3M -$1.86K -72 -0.2%
DILIC
770
Dai-ichi Life Insurance Company
Japan
$1.3M -$5.26M -203,265 -82%
SW
771
SVB Wealth
Massachusetts
$1.3M -$109K -4,216 -9%
SA
772
SRH Advisors
Kansas
$1.29M
BUB
773
BBVA USA Bancshares
Texas
$1.29M -$24.3K -939 -2%
BPCA
774
Bank Pictet & Cie (Asia)
Singapore
$1.29M +$103K +3,976 +10%
NRS
775
Neville Rodie & Shaw
New York
$1.28M -$51.8K -2,000 -4%

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.