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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
BGIM
151
Brandywine Global Investment Management
Pennsylvania
$39.8M -$14.5M -588,592 -26%
SL
152
Summitry LLC
California
$39.5M +$15.3M +622,319 +59%
Retirement Systems of Alabama
153
Retirement Systems of Alabama
Alabama
$39M +$1.61M +65,310 +4%
CI Investments Inc
154
CI Investments Inc
Ontario, Canada
$38.8M -$508K -20,595 -1%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$38.5M +$450K +18,260 +1%
SEI Investments
156
SEI Investments
Pennsylvania
$38M -$3.4M -137,803 -8%
DJC
157
Daily Journal Corp
California
$37.4M
Public Sector Pension Investment Board (PSP Investments)
158
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$37.4M +$23.7M +961,712 +153%
GRQ
159
Gardner Russo & Quinn
Pennsylvania
$37.2M -$304K -12,346 -0.8%
GF
160
Gabelli Funds
New York
$36.8M -$1.38M -55,800 -3%
Stifel Financial
161
Stifel Financial
Missouri
$36.6M -$11.6M -469,678 -23%
LI
162
Latash Investments
Alaska
$36.5M
Victory Capital Management
163
Victory Capital Management
Texas
$36.4M -$35.4M -1,438,489 -48%
Bank Julius Baer & Co
164
Bank Julius Baer & Co
Switzerland
$36.4M -$2.78M -112,807 -7%
RJA
165
Raymond James & Associates
Florida
$36.3M +$3.88M +157,632 +11%
LPL Financial
166
LPL Financial
California
$36.2M -$1.2M -48,526 -3%
Group One Trading
167
Group One Trading
Illinois
$35.8M +$8.25M +334,779 +28%
N
168
Natixis
France
$35.8M +$2.92M +118,650 +8%
EC
169
EJF Capital
Virginia
$35.3M +$37M +1,500,000 New
ZIM
170
Zacks Investment Management
Illinois
$35.1M +$1.23M +49,808 +3%
FMI
171
Factory Mutual Insurance
Massachusetts
$34.8M
TD Asset Management
172
TD Asset Management
Ontario, Canada
$34.6M +$5.91M +239,857 +19%
Truist Financial
173
Truist Financial
North Carolina
$34.3M -$7.41M -300,864 -17%
Nomura Asset Management
174
Nomura Asset Management
Japan
$34.1M -$271K -10,977 -0.8%
CWM
175
CIBC World Markets
New York
$34M +$6.51M +264,316 +22%

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.