Wells Fargo
WFC
1,807 hedge funds and large institutions have $87.2B invested in Wells Fargo in 2020 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 703 increasing their positions, 833 reducing their positions, and 389 closing their positions.
0.07% more ownership
Funds ownership: 74.23% → 74.3% (+0.07%)
14% less funds holding
Funds holding: 2,094 → 1,807 (-287)
16% less repeat investments, than reductions
Existing positions increased: 703 | Existing positions reduced: 833
23% less call options, than puts
Call options by funds: $1.27B | Put options by funds: $1.64B
43% less funds holding in top 10
Funds holding in top 10: 131 → 75 (-56)
48% less capital invested
Capital invested by funds: $169B → $87.2B (-$81.8B)
67% less first-time investments, than exits
New positions opened: 128 | Existing positions closed: 389
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$660M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$647M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$403M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$259M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$249M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$942M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$525M |
| 3 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
-$474M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$444M |
| 5 |
Goldman Sachs
New York
|
-$311M |
WFC Hedge Fund Activity: Q1 2020 in Review
1,807 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2020, worth a combined $87.2B — down 48% from $169B a quarter earlier.
Sellers outnumbered buyers: 389 funds closed out of WFC and 128 opened new positions — a net loss of 261 holders — while 833 trimmed existing stakes and 703 added.
The largest buyer was Fidelity Investments, adding an estimated $660M. The largest seller was Massachusetts Financial Services, cutting an estimated $942M.
- 1,807 institutional investors held Wells Fargo (WFC) as of Q1 2020, down from 2,094 in Q4 2019.
- Funds reported $87.2B of Wells Fargo stock for Q1 2020, down 48% quarter-over-quarter.
- 128 funds opened new Wells Fargo positions in Q1 2020 and 389 closed out, a net change of -261 holders.
- The largest Wells Fargo buyer in Q1 2020 was Fidelity Investments, an estimated $660M added.
- The largest Wells Fargo seller in Q1 2020 was Massachusetts Financial Services, an estimated $942M sold.
Based on aggregated 13F filings for Q1 2020.