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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
HIM
1476
HawsGoodwin Investment Management
Tennessee
$216K +$186K +7,170 New
CCA
1477
Childress Capital Advisors
Texas
$215K +$180K +6,959 New
LKIM
1478
Lawson Kroeker Investment Management
Nebraska
$215K +$184K +7,110 New
SAS
1479
Sanford Advisory Services
Michigan
$214K +$184K +7,090 New
HWMG
1480
Hurlow Wealth Management Group
Indiana
$212K +$182K +7,022 New
TA
1481
Tectonic Advisors
Texas
$212K +$182K +7,046 New
PNC
1482
Park National Corp
Ohio
$211K -$81.3K -3,141 -31%
RDWM
1483
Red Door Wealth Management
Tennessee
$211K +$181K +6,980 New
ACM
1484
Adalta Capital Management
New York
$211K +$181K +7,000 New
BWM
1485
BigSur Wealth Management
Florida
$211K +$181K +7,000 New
HKIM
1486
Hayek Kallen Investment Management
Alabama
$210K -$178K -6,876 -50%
WC
1487
Weil Company
California
$209K +$179K +6,909 New
PIA
1488
Perennial Investment Advisors
California
$208K +$178K +6,889 New
MWM
1489
MorganRosel Wealth Management
Colorado
$207K +$177K +6,846 New
EWA
1490
Exencial Wealth Advisors
Oklahoma
$206K -$1.79M -69,139 -91%
P
1491
Pitcairn
Pennsylvania
$206K -$168K -6,483 -49%
GC
1492
Gratus Capital
Georgia
$206K +$177K +6,842 New
WDL
1493
Well Done LLC
Michigan
$205K -$59.5K -2,299 -25%
LCS
1494
Levin Capital Strategies
New York
$205K +$175K +6,777 New
CAGAS
1495
Capital Advisory Group Advisory Services
Minnesota
$204K +$60.9K +2,352 +53%
SAG
1496
Spotlight Asset Group
Illinois
$204K +$175K +6,763 New
AWM
1497
Altavista Wealth Management
North Carolina
$203K +$174K +6,718 New
WSTAM
1498
Wilbanks Smith & Thomas Asset Management
Virginia
$203K +$174K +6,731 New
OWA
1499
Octavia Wealth Advisors
Ohio
$202K +$173K +6,682 New
HR
1500
Hardy Reed
Mississippi
$202K +$173K +6,686 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.