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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
QI
251
QV Investors
Alberta, Canada
$40.4M -$27.7M -539,970 -38%
CBOA
252
Commonwealth Bank of Australia
Australia
$40.2M +$5.08M +99,250 +13%
IIP
253
Intermede Investment Partners
United Kingdom
$40.2M -$13.8M -269,195 -24%
ASRS
254
Arizona State Retirement System
Arizona
$40.1M -$10.4M -203,876 -19%
NM
255
Nokota Management
New York
$39.6M +$23.5M +459,539 +115%
TPSF
256
Texas Permanent School Fund
Texas
$39.3M -$6.19M -120,928 -12%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$39.1M +$33.1M +645,500 +317%
WBC
258
Westpac Banking Corp
Australia
$38.4M +$18.2M +354,544 +74%
Diamond Hill Capital Management
259
Diamond Hill Capital Management
Ohio
$38.1M +$20.2M +393,884 +91%
BPC
260
Banque Pictet & Cie
Switzerland
$37.9M -$7.65M -149,364 -15%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$37.6M -$277K -5,417 -0.7%
WF
262
Welch & Forbes
Massachusetts
$37.5M -$1.57M -30,665 -4%
ZIG
263
Zurich Insurance Group
Switzerland
$37.4M +$1.36M +26,503 +3%
MCIM
264
Meadow Creek Investment Management
Georgia
$37.3M +$2.1M +41,030 +5%
Robeco Institutional Asset Management
265
Robeco Institutional Asset Management
Netherlands
$37.2M +$1.86M +36,252 +5%
RCM
266
RNC Capital Management
California
$37.1M -$3.35M -65,465 -8%
URS
267
Utah Retirement Systems
Utah
$37.1M -$118K -2,300 -0.3%
B
268
BloombergSen
Ontario, Canada
$37.1M -$75.9M -1,481,954 -65%
DRZID
269
DePrince Race & Zollo Inc (DRZ)
Florida
$37.1M -$56.4K -1,101 -0.1%
HTI
270
Hikari Tsushin Inc
Japan
$36.9M
CSIC
271
Clifford Swan Investment Counsel
California
$36.3M -$996K -19,451 -2%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$35.5M -$232K -4,528 -0.6%
MNG
273
Manning & Napier Group
New York
$35.1M +$2.62M +51,102 +7%
AU
274
Algebris (UK)
United Kingdom
$34.3M +$12.6M +246,851 +50%
Rafferty Asset Management
275
Rafferty Asset Management
New York
$34M -$14.6M -285,453 -28%

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.