We are live on ! Find out more
WFC icon

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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$32.9M +$21.5M +460,754 +196%
JMPWA
277
JP Morgan Private Wealth Advisors
California
$32.6M -$1.33M -28,413 -4%
RRAM
278
River Road Asset Management
Kentucky
$32.3M -$17.1M -365,620 -35%
CIBC World Market
279
CIBC World Market
Ontario, Canada
$32.2M -$1.6M -34,262 -5%
SL
280
Summitry LLC
California
$31.9M +$13M +278,064 +70%
Bessemer Group
281
Bessemer Group
New Jersey
$31.7M +$24.4M +521,818 +350%
PC
282
Packer & Co
Australia
$31.2M
PI
283
PineBridge Investments
New York
$31.1M +$10M +214,142 +48%
ERSOT
284
Employees Retirement System of Texas
Texas
$30.9M -$1.45M -31,000 -5%
SAM
285
Shell Asset Management
Netherlands
$30.5M +$465K +9,942 +2%
VDBMI
286
Van Den Berg Management I
Texas
$30.4M +$8.96M +191,588 +43%
WBC
287
Westpac Banking Corp
Australia
$30.1M -$16.8M -360,262 -36%
HIMCH
288
Hartford Investment Management Co (HIMCO)
Connecticut
$29.9M +$1.77M +37,904 +6%
YL
289
YCG LLC
Texas
$29.6M +$5.47M +117,058 +23%
FCM
290
Flinton Capital Management
Pennsylvania
$29.3M +$69.6K +1,488 +0.2%
MLICM
291
Metropolitan Life Insurance Company (MetLife)
New York
$29M +$1.53M +32,656 +6%
Commonwealth Equity Services
292
Commonwealth Equity Services
Massachusetts
$28.9M -$998K -21,348 -3%
DG
293
Delek Group
Israel
$28.8M +$14M +300,000 +93%
LPL Financial
294
LPL Financial
California
$28.5M -$1.88M -40,174 -6%
KeyBank National Association
295
KeyBank National Association
Ohio
$28.4M -$1.83M -39,067 -6%
IG
296
ING Group
Netherlands
$28.4M +$6.04M +129,177 +27%
RJFSA
297
Raymond James Financial Services Advisors
Florida
$28.4M +$629K +13,446 +2%
FIM
298
Frontier Investment Management
Texas
$28M +$1.05M +22,528 +4%
AB
299
Amalgamated Bank
New York
$27.6M +$2.6M +55,524 +11%
MSA
300
Mason Street Advisors
Wisconsin
$27.3M -$339K -7,257 -1%

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.