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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
226
Natixis Advisors
Massachusetts
$46.3M -$7.15M -152,973 -14%
Diamond Hill Capital Management
227
Diamond Hill Capital Management
Ohio
$45.9M
MSL
228
Mackay Shields LLC
New York
$45.3M -$6.82M -145,873 -13%
BCM
229
Becker Capital Management
Oregon
$44.7M -$9.19M -196,602 -17%
CG
230
Cynosure Group
Utah
$44.1M +$5.18M +110,800 +14%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$43.7M -$2.18M -46,613 -5%
Victory Capital Management
232
Victory Capital Management
Texas
$43.3M +$967K +20,675 +2%
AWCI
233
Alpine Woods Capital Investors
New York
$42.6M
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$42.3M -$15.8M -337,885 -27%
Robeco Institutional Asset Management
235
Robeco Institutional Asset Management
Netherlands
$42.2M -$4.09M -87,500 -9%
CBOA
236
Commonwealth Bank of Australia
Australia
$41.7M -$5.88M -125,724 -12%
ACM
237
Alta Capital Management
Utah
$40.7M -$152K -3,255 -0.4%
VAM
238
Vontobel Asset Management
New York
$40.4M -$91.1M -1,949,038 -70%
KBC Group
239
KBC Group
Belgium
$40.4M -$5.24M -112,029 -12%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$40.4M +$1.87M +40,009 +5%
BPC
241
Banque Pictet & Cie
Switzerland
$40.4M -$1.06M -22,703 -3%
MCIM
242
Meadow Creek Investment Management
Georgia
$40.3M +$95.7K +2,046 +0.2%
TRSOTSOK
243
Teachers Retirement System of the State of Kentucky
Kentucky
$40.3M -$1.93M -41,250 -5%
VCM
244
Voleon Capital Management
California
$40.2M +$2.34M +50,000 +6%
CI
245
Cambiar Investors
Colorado
$40.1M -$4.6M -98,369 -10%
ASRS
246
Arizona State Retirement System
Arizona
$40.1M +$2.83M +60,615 +8%
QI
247
QV Investors
Alberta, Canada
$39.8M +$1.5M +32,118 +4%
Lazard Asset Management
248
Lazard Asset Management
New York
$39.2M -$505M -10,800,965 -93%
RCM
249
RNC Capital Management
California
$39.1M -$1.05M -22,459 -3%
CB
250
Commerce Bank
Missouri
$38.8M -$1.41M -30,173 -4%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.