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Wells Fargo

2,007 hedge funds and large institutions have $162B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 526 increasing their positions, 1,033 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 160

7% more funds holding in top 10

Funds holding in top 10: 133142 (+9)

2% more funds holding

Funds holding: 1,9742,007 (+33)

0.24% less ownership

Funds ownership: 75.38%75.14% (-0.24%)

15% less capital invested

Capital invested by funds: $191B → $162B (-$28.5B)

21% less call options, than puts

Call options by funds: $2.04B | Put options by funds: $2.59B

49% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 1,033

Holders
2,007
Holders Change
+33
Holders Change %
+1.67%
% of All Funds
44.71%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
3.16%
New
214
Increased
526
Reduced
1,033
Closed
160
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Carlson Capital
Texas
$49.1M +$54.5M +1,064,900 New
CG
227
Cynosure Group
Utah
$49M +$54.5M +1,064,449 New
RRAM
228
River Road Asset Management
Kentucky
$48.2M -$1.38M -26,902 -3%
SI
229
Scharf Investments
California
$48.2M +$53.5M +1,044,987 New
GHCM
230
Glen Harbor Capital Management
California
$47.5M +$2.67M +52,220 +5%
First Trust Advisors
231
First Trust Advisors
Illinois
$47.1M -$14.8M -288,503 -22%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$46.8M -$2.25M -44,009 -4%
Calamos Advisors
233
Calamos Advisors
Illinois
$46.2M +$4.61M +89,925 +10%
WM
234
WS Management
Florida
$45.3M -$10.4M -203,768 -17%
PI
235
PEAK6 Investments
Illinois
$45.2M +$46.9M +916,382 +1,413%
AAIM
236
American Assets Investment Management
California
$45.2M
1832 Asset Management
237
1832 Asset Management
Ontario, Canada
$45M +$5.66M +110,487 +13%
VanEck Associates
238
VanEck Associates
New York
$44.8M +$8.92M +174,151 +22%
CI
239
Cambiar Investors
Colorado
$43.9M -$983K -19,193 -2%
KBC Group
240
KBC Group
Belgium
$43.7M -$17M -331,569 -26%
BTS
241
BB&T Securities
Virginia
$43.6M -$3.71M -72,357 -7%
Victory Capital Management
242
Victory Capital Management
Texas
$43M +$31.8M +621,256 +200%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$42.9M -$8.03M -156,829 -14%
SBCM
244
Schwerin Boyle Capital Management
Massachusetts
$42.4M +$12.2M +237,451 +35%
Teacher Retirement System of Texas
245
Teacher Retirement System of Texas
Texas
$42.2M -$21.5M -418,858 -31%
Federated Hermes
246
Federated Hermes
Pennsylvania
$41.9M +$18.4M +358,932 +65%
AWCI
247
Alpine Woods Capital Investors
New York
$41.5M -$64.6K -1,262 -0.1%
ACM
248
Alta Capital Management
Utah
$41.1M -$542K -10,588 -1%
Macquarie Group
249
Macquarie Group
Australia
$40.9M -$2.23M -43,508 -5%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$40.8M +$2.04M +39,900 +5%

WFC Hedge Fund Activity: Q4 2018 in Review

2,007 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2018, worth a combined $162B — down 15% from $191B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new WFC positions and 160 closed out — a net gain of 54 holders — while 526 added to existing stakes and 1,033 trimmed.

The largest buyer was Primecap Management, adding an estimated $356M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 2,007 institutional investors held Wells Fargo (WFC) as of Q4 2018, up from 1,974 in Q3 2018.
  • Funds reported $162B of Wells Fargo stock for Q4 2018, down 15% quarter-over-quarter.
  • 214 funds opened new Wells Fargo positions in Q4 2018 and 160 closed out, a net change of +54 holders.
  • The largest Wells Fargo buyer in Q4 2018 was Primecap Management, an estimated $356M added.
  • The largest Wells Fargo seller in Q4 2018 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q4 2018.