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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
BPC
251
Banque Pictet & Cie
Switzerland
$42.3M +$2.63M +53,542 +7%
ACM
252
Alta Capital Management
Utah
$41.7M -$1.4M -28,522 -3%
ZIG
253
Zurich Insurance Group
Switzerland
$41.5M +$2.3M +46,785 +6%
MCIM
254
Meadow Creek Investment Management
Georgia
$41.1M +$1.97M +40,084 +5%
CB
255
Commerce Bank
Missouri
$41.1M -$18.1M -368,764 -30%
RCM
256
RNC Capital Management
California
$41M +$2.09M +42,419 +5%
Federated Hermes
257
Federated Hermes
Pennsylvania
$40.7M -$3.32M -67,553 -7%
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$40.6M +$1.16M +23,573 +3%
Rafferty Asset Management
259
Rafferty Asset Management
New York
$40.4M +$4.82M +97,955 +13%
WM
260
WS Management
Florida
$40.3M -$7.31M -148,564 -15%
CG
261
Cynosure Group
Utah
$39.6M -$12M -244,000 -23%
SG Americas Securities
262
SG Americas Securities
New York
$39.4M -$29.9M -607,874 -43%
Janney Montgomery Scott
263
Janney Montgomery Scott
Pennsylvania
$39.3M +$2.11M +42,902 +6%
PI
264
PEAK6 Investments
Illinois
$39.2M -$8.33M -169,338 -17%
CSIC
265
Clifford Swan Investment Counsel
California
$39.2M +$1.17M +23,782 +3%
Macquarie Group
266
Macquarie Group
Australia
$39.1M -$3.85M -78,316 -9%
QI
267
QV Investors
Alberta, Canada
$39.1M -$3.36M -68,278 -8%
PC
268
PM Capital
Australia
$39M +$8.84M +179,700 +29%
PP
269
Paloma Partners
Connecticut
$38.9M +$7.87M +159,949 +25%
HTI
270
Hikari Tsushin Inc
Japan
$38.7M
VCM
271
Voleon Capital Management
California
$38.7M +$39.3M +800,000 New
TPSF
272
Texas Permanent School Fund
Texas
$38.5M -$2.73M -55,570 -7%
DRZID
273
DePrince Race & Zollo Inc (DRZ)
Florida
$38.1M -$745K -15,140 -2%
PAM
274
Panagora Asset Management
Massachusetts
$38M -$15.1M -307,305 -28%
ASRS
275
Arizona State Retirement System
Arizona
$38M -$4.14M -84,243 -10%

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.