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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
Voloridge Investment Management
76
Voloridge Investment Management
Florida
$111M +$65.9M +2,675,776 +131%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$109M +$3.34M +135,464 +3%
YAM
78
Yacktman Asset Management
Texas
$108M +$3.82M +154,821 +4%
MAMU
79
Marathon Asset Management (UK)
United Kingdom
$106M -$4.07M -164,986 -4%
SC
80
Sessa Capital
New York
$103M +$108M +4,383,210 New
HP
81
Hosking Partners
United Kingdom
$96.9M +$40.3M +1,637,189 +66%
MPI
82
Mairs & Power Inc
Minnesota
$95.9M +$3.33M +135,157 +3%
Bank of Nova Scotia
83
Bank of Nova Scotia
Ontario, Canada
$95.8M -$37.4M -1,516,070 -27%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$90.4M -$3.68M -149,446 -4%
American Century Companies
85
American Century Companies
Missouri
$89.2M -$15M -607,789 -14%
CC
86
Carlson Capital
Texas
$85.8M +$80M +3,248,260 +811%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$85.7M -$10.5M -424,140 -10%
VanEck Associates
88
VanEck Associates
New York
$84.7M +$12M +484,967 +16%
MWNA
89
Marshall Wace North America
New York
$83.1M -$15M -610,706 -15%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$78.9M +$1.43M +58,118 +2%
MGIM
91
M&G Investment Management
United Kingdom
$77.5M +$37.6M +1,525,492 +90%
SO
92
STRS Ohio
Ohio
$77.2M +$10.2M +415,140 +14%
AQR Capital Management
93
AQR Capital Management
Connecticut
$76.5M -$81.9M -3,321,445 -51%
CCM
94
Causeway Capital Management
California
$75.3M +$33.8M +1,371,274 +75%
RCM
95
Redwood Capital Management
New York
$73.5M +$77M +3,124,957 New
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$73.4M +$23.7M +962,443 +45%
KP
97
Kiltearn Partners
United Kingdom
$72.4M -$1.03M -41,800 -1%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$72.3M +$1.53M +62,036 +2%
UIM
99
USS Investment Management
United Kingdom
$70.1M +$120K +4,864 +0.2%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$70M -$1.93M -78,282 -1%

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.