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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
MCI
176
McDonald Capital Investors
California
$33.8M -$670K -27,190 -2%
AA
177
ALPS Advisors
Colorado
$33.5M
VPI
178
Value Partners Investments
Manitoba, Canada
$33.5M -$5.49M -222,736 -14%
Royal London Asset Management
179
Royal London Asset Management
United Kingdom
$33.3M -$360K -14,614 -1%
PFC
180
Poplar Forest Capital
California
$32.8M +$10.3M +418,083 +43%
ACH
181
ArrowMark Colorado Holdings
Colorado
$32.5M +$6.18M +250,750 +22%
AIA
182
Avalon Investment & Advisory
Texas
$31.6M -$3.5M -142,054 -10%
SIM
183
Sprucegrove Investment Management
Ontario, Canada
$31.5M +$12.5M +507,000 +61%
Rafferty Asset Management
184
Rafferty Asset Management
New York
$30.6M +$12.8M +518,916 +66%
AIG
185
American International Group
New York
$30.6M +$1.97M +79,980 +7%
SBCM
186
Schwerin Boyle Capital Management
Massachusetts
$30.5M -$423K -17,149 -1%
SCM
187
Smead Capital Management
Arizona
$29.6M -$14.1M -570,674 -31%
Schroder Investment Management Group
188
Schroder Investment Management Group
United Kingdom
$29.4M -$24.1M -979,646 -44%
ZP
189
Zimmer Partners
New York
$29.4M +$25.6M +1,037,500 +488%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$29.3M -$1.34M -54,294 -4%
HA
191
Homestead Advisers
Virginia
$29.3M -$15.9M -646,200 -34%
YL
192
YCG LLC
Texas
$29.1M +$6.8M +276,117 +29%
Envestnet Asset Management
193
Envestnet Asset Management
Illinois
$28.9M -$2.23M -90,653 -7%
MNG
194
Manning & Napier Group
New York
$28.5M -$161K -6,519 -0.5%
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.5M +$1.45M +58,855 +5%
AG
196
Aperio Group
California
$28.5M -$3.5M -142,017 -11%
VIP
197
Vantage Investment Partners
Missouri
$28M +$29.4M +1,191,162 New
Squarepoint
198
Squarepoint
New York
$28M +$11.2M +455,455 +62%
ASRS
199
Arizona State Retirement System
Arizona
$27.8M +$6.64M +269,617 +29%
GC
200
Gillson Capital
Illinois
$27.8M +$29.1M +1,182,146 New

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.