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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
CWM
301
CIBC World Markets
New York
$27.3M -$82.6M -1,612,598 -73%
FCM
302
Flinton Capital Management
Pennsylvania
$27.1M +$1.53M +29,840 +5%
MIFH
303
Migdal Insurance & Financial Holdings
Israel
$26.4M +$1.97M +38,366 +7%
Baird Financial Group
304
Baird Financial Group
Wisconsin
$26M -$3.2M -62,489 -10%
CTB
305
Country Trust Bank
Illinois
$25.8M -$619K -12,079 -2%
SOADOR
306
State of Alaska Department of Revenue
Alaska
$25.7M -$81.1K -1,584 -0.3%
MOACM
307
Mutual of America Capital Management
New York
$25.6M -$220K -4,292 -0.8%
LTFS
308
Ladenburg Thalmann Financial Services
Florida
$25.6M -$3.1M -60,622 -10%
RJFSA
309
Raymond James Financial Services Advisors
Florida
$25.4M +$1.34M +26,150 +5%
SIM
310
Sprucegrove Investment Management
Ontario, Canada
$25.4M -$594K -11,600 -2%
B
311
BP
United Kingdom
$24.8M
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$24.8M -$1.33M -26,015 -5%
ESBC
313
E.S. Barr & Co
Kentucky
$24.8M -$453K -8,840 -2%
Axa
314
Axa
France
$24.6M -$4.4M -85,945 -14%
Creative Planning
315
Creative Planning
Kansas
$24.5M -$212K -4,133 -0.8%
FIM
316
Frontier Investment Management
Texas
$24.3M -$440K -8,599 -2%
AB
317
Amalgamated Bank
New York
$24.1M -$1.17M -22,759 -4%
NIMC
318
NWQ Investment Management Company
California
$24.1M +$3.01M +58,839 +13%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$23.9M -$964K -18,812 -4%
PC
320
Polar Capital
United Kingdom
$23.8M -$20.4M -397,432 -43%
YL
321
YCG LLC
Texas
$23.4M -$5.18M -101,088 -17%
MSE
322
MUFG Securities EMEA
United Kingdom
$23.4M +$26M +507,704 New
GAM
323
Gotham Asset Management
New York
$23.4M +$12.5M +244,569 +93%
RCAMU
324
Rothschild & Co Asset Management US
Connecticut
$23.3M -$6.08M -118,615 -19%
OAM
325
Oppenheimer Asset Management
New York
$23.2M -$816K -15,924 -3%

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.