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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
DRZID
251
DePrince Race & Zollo Inc (DRZ)
Florida
$38.6M +$1.27M +27,106 +3%
PC
252
PM Capital
Australia
$38.2M
Macquarie Group
253
Macquarie Group
Australia
$38.2M -$122K -2,600 -0.3%
HTI
254
Hikari Tsushin Inc
Japan
$37.9M
CSIC
255
Clifford Swan Investment Counsel
California
$37.4M -$951K -20,331 -3%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$37.3M -$2.39M -51,213 -6%
XK
257
Xact Kapitalforvaltning
Sweden
$37.2M +$20.1M +429,715 +121%
TPSF
258
Texas Permanent School Fund
Texas
$36.9M -$771K -16,489 -2%
CWM
259
CIBC World Markets
New York
$36.9M +$11.1M +237,741 +44%
PAM
260
Panagora Asset Management
Massachusetts
$36.9M -$347K -7,412 -0.9%
URS
261
Utah Retirement Systems
Utah
$36.4M -$470K -10,060 -1%
CC
262
CQS Cayman
Cayman Islands
$35.5M +$35.1M +750,000 New
Los Angeles Capital Management
263
Los Angeles Capital Management
California
$35.2M -$8.05M -172,220 -19%
MSV
264
MN Services Vermogensbeheer
Netherlands
$35M -$1.32M -28,300 -4%
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$34.9M +$2M +42,714 +6%
ZIG
266
Zurich Insurance Group
Switzerland
$34.5M -$6.1M -130,440 -15%
1832 Asset Management
267
1832 Asset Management
Ontario, Canada
$34.3M -$19.9M -424,594 -36%
Jennison Associates
268
Jennison Associates
New York
$34.2M -$23.4M -501,119 -41%
HighTower Advisors
269
HighTower Advisors
Illinois
$34.1M +$2.98M +63,685 +10%
Rafferty Asset Management
270
Rafferty Asset Management
New York
$33.9M -$5.62M -120,219 -14%
WF
271
Welch & Forbes
Massachusetts
$33.5M -$1.69M -36,200 -5%
BGC
272
Beutel, Goodman & Co
Ontario, Canada
$33.4M +$148K +3,172 +0.3%
WM
273
WS Management
Florida
$33.1M -$6.23M -133,301 -16%
AIM
274
Artemis Investment Management
United Kingdom
$32.9M -$31.8M -679,137 -49%
Skandinaviska Enskilda Banken (SEB)
275
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.9M -$1.57M -33,620 -5%

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.