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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
RJFSA
301
Raymond James Financial Services Advisors
Florida
$28.3M +$1.72M +35,000 +6%
MSA
302
Mason Street Advisors
Wisconsin
$28.2M -$647K -13,156 -2%
Baird Financial Group
303
Baird Financial Group
Wisconsin
$28.1M +$877K +17,837 +3%
MLICM
304
Metropolitan Life Insurance Company (MetLife)
New York
$28M -$1.74M -35,446 -6%
ASC
305
Atalanta Sosnoff Capital
New York
$27.8M -$4.99M -101,558 -15%
Nomura Holdings
306
Nomura Holdings
Japan
$27.7M -$39.4M -800,326 -59%
Parallax Volatility Advisers
307
Parallax Volatility Advisers
California
$27.5M -$123M -2,497,195 -81%
FIM
308
Frontier Investment Management
Texas
$27.5M +$2.07M +42,143 +8%
DnB Asset Management
309
DnB Asset Management
Norway
$27.5M -$7.96M -161,804 -22%
LTFS
310
Ladenburg Thalmann Financial Services
Florida
$27.1M +$268K +5,456 +1%
CBT
311
Capital Bank & Trust
California
$27M -$34.7M -705,915 -56%
OAM
312
Oppenheimer Asset Management
New York
$26.8M +$2.55M +51,786 +10%
MOACM
313
Mutual of America Capital Management
New York
$26.4M -$468K -9,521 -2%
CS
314
Candriam SCA
Luxembourg
$26.3M +$178K +3,625 +0.8%
CWM
315
CIBC World Markets
New York
$26.2M -$2.42M -49,290 -8%
SIM
316
Sprucegrove Investment Management
Ontario, Canada
$26.1M -$566K -11,500 -2%
NIMC
317
NWQ Investment Management Company
California
$25.6M +$342K +6,944 +1%
SOADOR
318
State of Alaska Department of Revenue
Alaska
$25.5M -$1.48M -29,991 -5%
AB
319
Amalgamated Bank
New York
$25.5M +$141K +2,872 +0.5%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$25.3M -$5.16M -105,001 -17%
Creative Planning
321
Creative Planning
Kansas
$24.8M -$923K -18,757 -4%
Fayez Sarofim & Co
322
Fayez Sarofim & Co
Texas
$24.7M -$30M -609,248 -54%
YL
323
YCG LLC
Texas
$24.6M -$53.6K -1,089 -0.2%
ESBC
324
E.S. Barr & Co
Kentucky
$24.6M -$1.5M -30,523 -6%
RCAMU
325
Rothschild & Co Asset Management US
Connecticut
$24.4M -$40.1K -815 -0.2%

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.