Wells Fargo
WFC
1,750 hedge funds and large institutions have $72.2B invested in Wells Fargo in 2020 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 633 increasing their positions, 819 reducing their positions, and 211 closing their positions.
3% less funds holding
Funds holding: 1,808 → 1,750 (-58)
5.46% less ownership
Funds ownership: 74.3% → 68.85% (-5.5%)
12% less call options, than puts
Call options by funds: $1.82B | Put options by funds: $2.06B
17% less capital invested
Capital invested by funds: $87.2B → $72.2B (-$15.1B)
19% less first-time investments, than exits
New positions opened: 170 | Existing positions closed: 211
23% less repeat investments, than reductions
Existing positions increased: 633 | Existing positions reduced: 819
36% less funds holding in top 10
Funds holding in top 10: 75 → 48 (-27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$462M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$346M |
| 3 |
BlackRock
New York
|
+$325M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$168M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$2.34B |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$451M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$441M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$412M |
| 5 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
-$397M |
WFC Hedge Fund Activity: Q2 2020 in Review
1,750 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2020, worth a combined $72.2B — down 17% from $87.2B a quarter earlier.
Sellers outnumbered buyers: 211 funds closed out of WFC and 170 opened new positions — a net loss of 41 holders — while 819 trimmed existing stakes and 633 added.
The largest buyer was D.E. Shaw & Co, adding an estimated $462M. The largest seller was Berkshire Hathaway, cutting an estimated $2.34B.
- 1,750 institutional investors held Wells Fargo (WFC) as of Q2 2020, down from 1,808 in Q1 2020.
- Funds reported $72.2B of Wells Fargo stock for Q2 2020, down 17% quarter-over-quarter.
- 170 funds opened new Wells Fargo positions in Q2 2020 and 211 closed out, a net change of -41 holders.
- The largest Wells Fargo buyer in Q2 2020 was D.E. Shaw & Co, an estimated $462M added.
- The largest Wells Fargo seller in Q2 2020 was Berkshire Hathaway, an estimated $2.34B sold.
Based on aggregated 13F filings for Q2 2020.