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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
251
Utah Retirement Systems
Utah
$38.1M -$716K -15,200 -2%
ZIG
252
Zurich Insurance Group
Switzerland
$38M +$1.17M +24,929 +3%
CC
253
CQS Cayman
Cayman Islands
$37.8M
TPSF
254
Texas Permanent School Fund
Texas
$37.7M -$1.56M -33,187 -4%
JMPWA
255
JP Morgan Private Wealth Advisors
California
$37.6M +$2.68M +56,948 +8%
Mitsubishi UFJ Asset Management
256
Mitsubishi UFJ Asset Management
Japan
$37.3M +$157K +3,325 +0.5%
Two Sigma Advisers
257
Two Sigma Advisers
New York
$37.3M +$24.6M +521,337 +239%
Millennium Management
258
Millennium Management
New York
$37.1M -$85.5M -1,814,410 -71%
CG
259
Cynosure Group
Utah
$36.8M -$9.53M -202,349 -22%
CIBC World Market
260
CIBC World Market
Ontario, Canada
$36.5M +$2.07M +43,974 +6%
Calamos Advisors
261
Calamos Advisors
Illinois
$35.8M -$15.4M -326,749 -32%
CBT
262
Capital Bank & Trust
California
$34.8M +$15.6M +330,519 +92%
Skandinaviska Enskilda Banken (SEB)
263
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.6M -$421K -8,945 -1%
MCIM
264
Meadow Creek Investment Management
Georgia
$34.5M -$7.96M -168,894 -20%
YL
265
YCG LLC
Texas
$34.4M +$2.69M +57,131 +9%
ERSOT
266
Employees Retirement System of Texas
Texas
$34.3M +$1.3M +27,600 +4%
WBC
267
Westpac Banking Corp
Australia
$34.2M +$2M +42,388 +7%
FIM
268
Frontier Investment Management
Texas
$34.2M +$4.02M +85,392 +14%
BGC
269
Beutel, Goodman & Co
Ontario, Canada
$33.9M -$1.69M -35,769 -4%
PC
270
Packer & Co
Australia
$33.3M
WF
271
Welch & Forbes
Massachusetts
$33.2M -$2.38M -50,607 -7%
Jennison Associates
272
Jennison Associates
New York
$33M -$3.24M -68,694 -10%
ACM
273
Alta Capital Management
Utah
$32.9M -$9.75M -206,859 -24%
Macquarie Group
274
Macquarie Group
Australia
$32.5M -$7.69M -163,258 -20%
KBC Group
275
KBC Group
Belgium
$32.4M -$9.98M -211,875 -25%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.