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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
URS
276
Utah Retirement Systems
Utah
$37.7M -$1.24M -25,158 -3%
MSV
277
MN Services Vermogensbeheer
Netherlands
$37.2M -$546K -11,100 -1%
WF
278
Welch & Forbes
Massachusetts
$36M -$3.42M -69,487 -9%
Skandinaviska Enskilda Banken (SEB)
279
Skandinaviska Enskilda Banken (SEB)
Sweden
$35.2M +$192K +3,909 +0.5%
Voloridge Investment Management
280
Voloridge Investment Management
Florida
$35M +$35.7M +724,986 New
JMPWA
281
JP Morgan Private Wealth Advisors
California
$34.6M +$799K +16,246 +2%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$34.5M +$1.97M +39,964 +6%
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$33.5M +$947K +19,260 +3%
BGC
284
Beutel, Goodman & Co
Ontario, Canada
$33.4M +$748K +15,216 +2%
VRS
285
Virginia Retirement Systems
Virginia
$33.1M
ERSOT
286
Employees Retirement System of Texas
Texas
$33.1M -$654K -13,288 -2%
FI
287
Focused Investors
California
$32.9M -$1.38M -28,000 -4%
PC
288
Packer & Co
Australia
$31.9M
HighTower Advisors
289
HighTower Advisors
Illinois
$31.7M +$9.68M +196,812 +43%
LPL Financial
290
LPL Financial
California
$31M +$1.36M +27,694 +5%
KeyBank National Association
291
KeyBank National Association
Ohio
$30.9M -$2.31M -47,033 -7%
SAM
292
Shell Asset Management
Netherlands
$30.6M +$4.53K +92 +0%
CTB
293
Country Trust Bank
Illinois
$30.6M +$3.67M +74,686 +13%
Commonwealth Equity Services
294
Commonwealth Equity Services
Massachusetts
$30.5M -$821K -16,698 -3%
SM
295
Soapstone Management
Maryland
$30.2M
NMIMC
296
Northwestern Mutual Investment Management Company
Wisconsin
$30.1M -$989K -20,109 -3%
FCM
297
Flinton Capital Management
Pennsylvania
$29.9M +$1.43M +29,152 +5%
IM
298
Islet Management
New York
$29.2M +$29.8M +605,000 New
SP
299
Sarasin & Partners
United Kingdom
$28.8M -$26.2K -532 -0.1%
HIMCH
300
Hartford Investment Management Co (HIMCO)
Connecticut
$28.7M +$2.71M +55,152 +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.