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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
GHCM
226
Glen Harbor Capital Management
California
$52.3M +$2.51M +51,016 +5%
CCM
227
Cullen Capital Management
New York
$52.2M +$461K +9,365 +0.9%
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$52.1M +$7.99M +162,381 +18%
BTS
229
BB&T Securities
Virginia
$51.5M +$5.95M +121,064 +13%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$51.5M -$22.1M -449,302 -30%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$51.2M -$1.2M -24,375 -2%
JWBC
232
John W. Bristol & Co
New York
$51M -$529K -10,757 -1%
RRAM
233
River Road Asset Management
Kentucky
$50.7M +$132K +2,691 +0.3%
BG
234
Bahl & Gaynor
Ohio
$49.5M +$33.9M +688,985 +206%
AAIM
235
American Assets Investment Management
California
$49.3M +$1.23M +25,000 +3%
Calamos Advisors
236
Calamos Advisors
Illinois
$48.7M +$259K +5,267 +0.5%
CBOA
237
Commonwealth Bank of Australia
Australia
$48.6M +$6.56M +133,418 +15%
WBC
238
Westpac Banking Corp
Australia
$48.2M +$8.01M +162,773 +20%
Robeco Institutional Asset Management
239
Robeco Institutional Asset Management
Netherlands
$47.4M +$8.45M +171,759 +21%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$46.9M -$2.17M -44,027 -4%
Diamond Hill Capital Management
241
Diamond Hill Capital Management
Ohio
$46.9M +$7.08M +144,010 +17%
KBC Group
242
KBC Group
Belgium
$46.7M +$862K +17,527 +2%
SBCM
243
Schwerin Boyle Capital Management
Massachusetts
$45.9M +$1.45M +29,450 +3%
CI
244
Cambiar Investors
Colorado
$45.7M -$327K -6,646 -0.7%
MNG
245
Manning & Napier Group
New York
$45.6M +$8.97M +182,412 +24%
Artisan Partners
246
Artisan Partners
Wisconsin
$44.6M -$19.6M -398,310 -30%
Los Angeles Capital Management
247
Los Angeles Capital Management
California
$44.3M -$104M -2,115,703 -70%
AWCI
248
Alpine Woods Capital Investors
New York
$43.5M -$17.7K -359 -0%
Victory Capital Management
249
Victory Capital Management
Texas
$43.3M -$1.83M -37,189 -4%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$43.2M +$440K +8,950 +1%

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.