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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
HCM
1626
Horan Capital Management
Maryland
-$9.53M -372,400 Closed
Jennison Associates
1627
Jennison Associates
New York
-$8.17M -318,977 Closed
BCM
1628
Bowie Capital Management
Texas
-$6.73M -263,000 Closed
OFCM
1629
One Fin Capital Management
California
-$6.53M -255,000 Closed
EP
1630
Edgestream Partners
New Jersey
-$5.96M -232,607 Closed
KFP
1631
Keystone Financial Planning
Ohio
-$5.38M -210,022 Closed
TAF
1632
Tredje AP-fonden
Sweden
-$5.24M -204,704 Closed
NM
1633
Newtyn Management
New York
-$5.12M -200,000 Closed
FFIC
1634
First Fiduciary Investment Counsel
Ohio
-$4.94M -192,940 Closed
BHTS
1635
Bar Harbor Trust Services
Maine
-$4.42M -172,775 Closed
PAG
1636
Private Advisory Group
Washington
-$4.19M -163,799 Closed
HF
1637
HRT Financial
New York
-$4.15M -162,247 Closed
NIT
1638
NumerixS Investment Technologies
British Columbia, Canada
-$3.88M -151,543 Closed
ABTD
1639
Arvest Bank Trust Division
Oklahoma
-$3.77M -147,047 Closed
MCM
1640
Makena Capital Management
California
-$3.68M -143,847 Closed
KCM
1641
Kornitzer Capital Management
Kansas
-$3.55M -138,530 Closed
6M
1642
6 Meridian
Kansas
-$3.51M -137,228 Closed
Flossbach Von Storch
1643
Flossbach Von Storch
Germany
-$2.88M -112,589 Closed
CB
1644
Cadence Bank
Mississippi
-$2.76M -107,945 Closed
PC
1645
Pecaut & Co
Iowa
-$2.62M -102,487 Closed
AAF
1646
Andra AP-fonden
Sweden
-$2.6M -101,700 Closed
KC
1647
Kepos Capital
New York
-$2.56M -100,000 Closed
CIC
1648
Cornercap Investment Counsel
Georgia
-$2.52M -98,520 Closed
FL
1649
Fourthstone LLC
Missouri
-$2.28M -89,100 Closed
WCA
1650
Waratah Capital Advisors
Ontario, Canada
-$2.21M -86,321 Closed

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.