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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
SP
301
Sarasin & Partners
United Kingdom
$26.7M -$1.43M -30,588 -5%
Acadian Asset Management
302
Acadian Asset Management
Massachusetts
$26.7M +$12.1M +259,557 +85%
SIM
303
Sprucegrove Investment Management
Ontario, Canada
$26.5M +$931K +19,900 +4%
Creative Planning
304
Creative Planning
Kansas
$26.4M +$2.12M +45,232 +9%
LTFS
305
Ladenburg Thalmann Financial Services
Florida
$26.3M -$239K -5,120 -0.9%
SC
306
Scotia Capital
Ontario, Canada
$26.1M +$5.23M +111,801 +25%
MOACM
307
Mutual of America Capital Management
New York
$25.6M -$169K -3,618 -0.7%
SOADOR
308
State of Alaska Department of Revenue
Alaska
$25.6M +$632K +13,509 +3%
UCFA
309
United Capital Financial Advisors
Texas
$25.2M +$3.03M +64,767 +14%
Public Sector Pension Investment Board (PSP Investments)
310
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25M +$8.72M +186,400 +55%
OAM
311
Oppenheimer Asset Management
New York
$25M -$1.3M -27,825 -5%
Federated Hermes
312
Federated Hermes
Pennsylvania
$24.9M -$14.7M -314,327 -37%
Swedbank
313
Swedbank
Sweden
$24.7M -$47M -1,004,859 -66%
WIC
314
Willis Investment Counsel
Georgia
$24.6M +$24.3M +519,524 New
VRS
315
Virginia Retirement Systems
Virginia
$24.6M -$7.81M -166,900 -24%
NIMC
316
NWQ Investment Management Company
California
$24.3M -$786K -16,818 -3%
Teacher Retirement System of Texas
317
Teacher Retirement System of Texas
Texas
$24.2M -$26.6M -567,855 -53%
Parallax Volatility Advisers
318
Parallax Volatility Advisers
California
$23.9M -$3M -64,084 -11%
CEI
319
Clark Estates Inc
New York
$23.7M +$935K +20,000 +4%
DnB Asset Management
320
DnB Asset Management
Norway
$23.6M -$3.26M -69,611 -12%
RCAMU
321
Rothschild & Co Asset Management US
Connecticut
$23.5M -$361K -7,721 -2%
BIM
322
Bridges Investment Management
Nebraska
$23.5M +$2.04M +43,669 +10%
VDI
323
Vaughan David Investments
Illinois
$23.4M +$474K +10,130 +2%
CPSAC
324
Chas P. Smith & Associates (CPS)
Florida
$23.4M +$435K +9,303 +2%
BAM
325
Berkshire Asset Management
Pennsylvania
$23.2M +$1.12M +23,957 +5%

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.