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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
MC
776
Moors & Cabot
Massachusetts
$1.27M +$6.32K +244 +0.6%
RL
777
Ruffer LLP
United Kingdom
$1.27M
NA
778
NewEdge Advisors
Louisiana
$1.27M -$441K -17,029 -29%
PBC
779
Pavion Blue Capital
California
$1.26M -$43.5K -1,680 -4%
CL
780
CPWM LLC
Washington
$1.26M -$3.34K -129 -0.3%
BPM
781
Bowling Portfolio Management
Ohio
$1.25M -$94.5K -3,649 -8%
MIH
782
Meitav Investment House
Israel
$1.25M +$349K +13,485 +47%
EF
783
Empirical Finance
Pennsylvania
$1.25M +$199K +7,699 +23%
CAM
784
Carret Asset Management
New York
$1.25M -$155K -5,973 -13%
AT
785
Arden Trust
Delaware
$1.24M -$226K -8,729 -18%
MPIA
786
Mountain Pacific Investment Advisers
Idaho
$1.24M -$23.3K -900 -2%
VNIM
787
Vaughan Nelson Investment Management
Texas
$1.23M +$477K +18,425 +82%
DT
788
Diversified Trust
Tennessee
$1.23M -$35.6K -1,377 -3%
PMG
789
ProVise Management Group
Florida
$1.23M -$1.6M -61,726 -60%
VCM
790
Virtue Capital Management
Tennessee
$1.23M -$435K -16,788 -29%
MWP
791
Meridian Wealth Partners
Pennsylvania
$1.23M +$1.6K +62 +0.2%
DI
792
Diligent Investors
California
$1.23M -$50.9K -1,965 -5%
APC
793
Aristotle Pacific Capital
California
$1.23M +$1.05M +40,688 New
CS
794
Cannell & Spears
New York
$1.22M +$725 +28 +0.1%
GIP
795
Granite Investment Partners
California
$1.22M -$760K -29,376 -42%
MYAM
796
Meiji Yasuda Asset Management
Japan
$1.22M -$109K -4,209 -9%
GC
797
Gilbert & Cook
Iowa
$1.21M -$3.47K -134 -0.3%
GC
798
Gruss & Co
Florida
$1.21M +$1.04M +40,000 New
CIC
799
Carnegie Investment Counsel
Ohio
$1.2M -$245K -9,462 -19%
CIA
800
Cohen Investment Advisors
New Hampshire
$1.2M +$1.02M +39,587 New

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.