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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
LCM
1051
Logan Capital Management
Pennsylvania
$449K -$490K -19,898 -51%
BFEC
1052
Benjamin F. Edwards & Company
Missouri
$449K -$181K -7,333 -28%
BWAM
1053
Boyd Watterson Asset Management
Ohio
$449K -$1.6K -65 -0.3%
CPIG
1054
Chicago Partners Investment Group
Illinois
$449K +$5.74K +233 +1%
CNC
1055
Canandaigua National Corp
New York
$447K -$127K -5,139 -21%
RG
1056
Rathbones Group
United Kingdom
$447K
CFG
1057
Citizens Financial Group
Rhode Island
$444K -$129K -5,227 -22%
PCFFS
1058
Pacific Center for Financial Services
California
$441K -$320 -13 -0.1%
NCM
1059
Narwhal Capital Management
Georgia
$440K -$709K -28,762 -61%
PWPS
1060
Pinnacle Wealth Planning Services
Ohio
$440K +$114K +4,612 +33%
CC
1061
Chicago Capital
Illinois
$439K +$986 +40 +0.2%
COF
1062
Capital One Financial
Virginia
$436K -$104K -4,227 -19%
QPWM
1063
Quadrant Private Wealth Management
Pennsylvania
$428K -$3.2K -130 -0.7%
JSL
1064
JT Stratford LLC
Georgia
$427K -$95.6K -3,880 -18%
BHBT
1065
Burke & Herbert Bank & Trust
Virginia
$427K -$6.88K -279 -2%
ROTUOC
1066
Regents of the University of California
California
$426K
CC
1067
Courier Capital
New York
$425K -$87.4K -3,546 -15%
DIM
1068
Delta Investment Management
California
$423K -$76K -3,084 -15%
CPA
1069
Court Place Advisors
Maryland
$423K -$3.7K -150 -0.8%
EAM
1070
Evanson Asset Management
California
$420K +$29.7K +1,204 +7%
FI
1071
Fosun International
China
$419K +$246K +10,000 +125%
SA
1072
Strategic Advisors
New York
$416K -$259K -10,518 -38%
XF
1073
XML Financial
Maryland
$415K -$172K -6,968 -28%
HIA
1074
Harbor Investment Advisory
Maryland
$414K +$45.9K +1,861 +12%
TNBTD
1075
Trustmark National Bank Trust Department
Mississippi
$413K -$610K -24,770 -58%

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.