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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
DnB Asset Management
276
DnB Asset Management
Norway
$33.7M +$8.15M +159,055 +28%
Skandinaviska Enskilda Banken (SEB)
277
Skandinaviska Enskilda Banken (SEB)
Sweden
$33.4M -$2.51M -48,930 -6%
FI
278
Focused Investors
California
$32.7M -$1.73M -33,800 -5%
JMPWA
279
JP Morgan Private Wealth Advisors
California
$32.3M -$3.63M -70,846 -9%
ERSOT
280
Employees Retirement System of Texas
Texas
$32.1M -$1.57M -30,600 -4%
KeyBank National Association
281
KeyBank National Association
Ohio
$31.7M -$3.51M -68,557 -9%
VRS
282
Virginia Retirement Systems
Virginia
$31.6M -$108K -2,100 -0.3%
MSV
283
MN Services Vermogensbeheer
Netherlands
$31.4M +$1.91M +37,300 +5%
Mitsubishi UFJ Asset Management
284
Mitsubishi UFJ Asset Management
Japan
$31.4M -$3.39M -66,282 -9%
ASC
285
Atalanta Sosnoff Capital
New York
$31.2M -$140K -2,743 -0.4%
MIM
286
Manitou Investment Management
Ontario, Canada
$31.1M +$7.8M +152,202 +47%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$31.1M -$89.8M -1,753,130 -72%
BGC
288
Beutel, Goodman & Co
Ontario, Canada
$30.6M +$130K +2,531 +0.3%
PC
289
Packer & Co
Australia
$30.4M
Commonwealth Equity Services
290
Commonwealth Equity Services
Massachusetts
$29.9M -$1.71M -33,456 -5%
PP
291
Paloma Partners
Connecticut
$29.8M +$8.48M +165,494 +34%
NMIMC
292
Northwestern Mutual Investment Management Company
Wisconsin
$29.6M -$5.95M -116,214 -15%
SAM
293
Shell Asset Management
Netherlands
$29.2M -$3.94M -76,946 -11%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$29M -$302K -5,889 -0.9%
PC
295
PM Capital
Australia
$28.9M
SM
296
Soapstone Management
Maryland
$28.8M +$2.56M +50,000 +9%
MLICM
297
Metropolitan Life Insurance Company (MetLife)
New York
$28.4M -$854K -16,683 -3%
LPL Financial
298
LPL Financial
California
$28.3M -$3.75M -73,153 -11%
MSA
299
Mason Street Advisors
Wisconsin
$27.5M -$617K -12,055 -2%
SP
300
Sarasin & Partners
United Kingdom
$27.4M -$742K -14,496 -2%

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.