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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
NNP
926
Nachman Norwood & Parrott
South Carolina
$653K +$71.4K +2,898 +12%
WTB
927
Washington Trust Bank
Washington
$652K -$277K -11,222 -29%
PVH
928
Psagot Value Holdings
Israel
$650K -$207K -8,387 -23%
GC
929
Grimes & Company
Massachusetts
$650K -$80.3K -3,260 -11%
CTC
930
Central Trust Company
Missouri
$647K -$25.7K -1,044 -4%
NCM
931
Northside Capital Management
Oregon
$647K -$19.7K -800 -3%
TCM
932
Teza Capital Management
Illinois
$643K -$1.48M -60,084 -69%
HB
933
Homrich & Berg
Georgia
$641K +$71K +2,880 +12%
PFSC
934
Peoples Financial Services Corp
Pennsylvania
$636K -$132K -5,364 -17%
NEWAS
935
N.E.W. Advisory Services
Wisconsin
$630K +$24.2K +982 +4%
S
936
Seeyond
France
$627K +$3.2K +130 +0.5%
BOTW
937
Bank of the West
California
$626K -$166K -6,741 -20%
AW
938
ACG Wealth
Georgia
$626K -$38K -1,544 -5%
FFS
939
Founders Financial Securities
Maryland
$625K +$287K +11,646 +78%
AC
940
Allstate Corporation
Illinois
$620K -$1.39M -56,601 -68%
ALAM
941
Asahi Life Asset Management
Japan
$620K +$44.6K +1,810 +7%
GC
942
GFG Capital
Florida
$615K +$90.8K +3,684 +16%
VAS
943
Vestmark Advisory Solutions
Massachusetts
$614K -$122K -4,949 -16%
FHA
944
First Horizon Advisors
Tennessee
$614K +$37.2K +1,510 +6%
SCA
945
Sippican Capital Advisors
Massachusetts
$610K +$92.7K +3,760 +17%
SVCP
946
Silicon Valley Capital Partners
California
$609K -$1.04M -42,204 -62%
NB
947
Nicolet Bankshares
Wisconsin
$609K -$14.9K -604 -2%
DC
948
Diametric Capital
Massachusetts
$609K +$638K +25,898 New
RWA
949
Redhawk Wealth Advisors
Minnesota
$604K +$271K +11,005 +75%
OSAM
950
O'Shaughnessy Asset Management
Connecticut
$602K -$47.7M -1,934,136 -99%

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.