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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
HT
1751
Heritage Trust
Oklahoma
-$239K -9,340 Closed
IIC
1752
Integrated Investment Consultants
Michigan
-$239K -9,326 Closed
TWM
1753
Titus Wealth Management
California
-$233K -9,095 Closed
DAM
1754
Deltec Asset Management
New York
-$232K -9,060 Closed
CWM
1755
Chesapeake Wealth Management
Virginia
-$232K -9,052 Closed
WHRC
1756
W.H. Reaves & Co
New Jersey
-$231K -9,030 Closed
FA
1757
Faithward Advisors
Pennsylvania
-$229K -8,951 Closed
CAG
1758
Csenge Advisory Group
Florida
-$228K -8,907 Closed
WC
1759
Westhampton Capital
North Carolina
-$227K -8,880 Closed
EM
1760
ELCO Management
New York
-$227K -8,864 Closed
MF
1761
Magnetar Financial
Illinois
-$223K -8,730 Closed
PWC
1762
PYA Waltman Capital
Tennessee
-$223K -8,693 Closed
WCM
1763
Windsor Capital Management
Arizona
-$220K -8,632 Closed
MC
1764
Middleton & Co
Massachusetts
-$220K -8,588 Closed
WOSD
1765
WFA of San Diego
California
-$420K -8,561 Closed
CCM
1766
Canal Capital Management
Virginia
-$217K -8,457 Closed
NWM
1767
Northwest Wealth Management
Iowa
-$215K -8,402 Closed
PPSG
1768
Princeton Portfolio Strategies Group
New Jersey
-$214K -8,370 Closed
CFA
1769
Cahill Financial Advisors
Minnesota
-$213K -8,294 Closed
JHP
1770
James Hambro & Partners
United Kingdom
-$212K -8,284 Closed
HPCM
1771
High Pointe Capital Management
Illinois
-$212K -8,280 Closed
CCM
1772
Cohen Capital Management
California
-$212K -8,274 Closed
TCB
1773
Texas Capital Bancshares
Texas
-$211K -8,261 Closed
BFO
1774
Boston Family Office
Massachusetts
-$211K -8,256 Closed
RIA
1775
Regal Investment Advisors
Michigan
-$211K -8,249 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.