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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
Korea Investment Corp
101
Korea Investment Corp
South Korea
$67.5M -$3.24M -131,400 -4%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$67.2M +$4.52M +183,300 +7%
US Bancorp
103
US Bancorp
Minnesota
$67.2M -$6.01M -243,991 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66.5M +$34.9M +1,414,882 +100%
Parallax Volatility Advisers
105
Parallax Volatility Advisers
California
$65.8M +$31.4M +1,274,252 +84%
Marshall Wace
106
Marshall Wace
United Kingdom
$65.2M -$16.5M -670,231 -19%
SDIC
107
South Dakota Investment Council
South Dakota
$64.9M +$13.6M +552,560 +25%
Capital Research Global Investors
108
Capital Research Global Investors
California
$61.1M
LSV Asset Management
109
LSV Asset Management
Illinois
$60.7M -$36.1M -1,463,200 -36%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$60.5M -$13.8M -560,521 -18%
AA
111
Ancient Art
Texas
$60.3M +$44.7M +1,815,000 +242%
Boston Partners
112
Boston Partners
Massachusetts
$59.8M -$2.78M -112,930 -4%
APG Asset Management
113
APG Asset Management
Netherlands
$58.5M -$11.1M -451,770 -13%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$58.5M -$3.13M -127,032 -5%
HP
115
Holowesko Partners
Bahamas
$57.9M -$789K -32,000 -1%
SOMRS
116
State of Michigan Retirement System
Michigan
$57.2M +$2.42M +98,400 +4%
TBC
117
Tweedy, Browne Co
Connecticut
$56.5M -$1.4M -56,938 -2%
MP
118
MFN Partners
Massachusetts
$56.4M +$59.1M +2,400,000 New
IVA
119
International Value Advisers
$55.3M +$57.9M +2,350,260 New
Balyasny Asset Management
120
Balyasny Asset Management
Illinois
$54.7M +$41.8M +1,698,112 +271%
CB
121
Cooke & Bieler
Pennsylvania
$54.5M -$419K -16,996 -0.7%
EIC
122
Equity Investment Corp
Georgia
$54.5M +$4.32M +175,360 +8%
WHG
123
Westwood Holdings Group
Texas
$53.1M -$4.4M -178,348 -7%
ATO
124
Alecta Tjanstepension Omsesidigt
Sweden
$52.9M -$73.9M -3,000,000 -57%
BIP
125
Brandes Investment Partners
California
$51.3M -$5.02M -203,854 -9%

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.