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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
SC
326
Samlyn Capital
New York
$22.8M -$27.6M -537,908 -52%
NAM
327
Nissay Asset Management
Japan
$22.5M -$219K -4,277 -0.9%
Squarepoint
328
Squarepoint
New York
$22.4M -$19.9M -388,316 -44%
KIA
329
KCM Investment Advisors
California
$22.1M -$1.85M -36,178 -7%
VDI
330
Vaughan David Investments
Illinois
$22M -$1.13M -22,035 -4%
CS
331
Candriam SCA
Luxembourg
$22M -$124K -2,415 -0.5%
EPFB
332
Employees Provident Fund Board
Malaysia
$22M +$11.1M +215,949 +83%
MAA
333
Matrix Asset Advisors
New York
$21.9M +$808K +15,774 +3%
CPSAC
334
Chas P. Smith & Associates (CPS)
Florida
$21.8M +$230K +4,489 +1%
OPERF
335
Oregon Public Employees Retirement Fund
Oregon
$21.8M -$494K -9,642 -2%
CIBC Asset Management
336
CIBC Asset Management
Ontario, Canada
$21.8M -$2.97M -58,066 -11%
DILIC
337
Dai-ichi Life Insurance Company
Japan
$21.6M +$3.05M +59,564 +15%
BAM
338
Berkshire Asset Management
Pennsylvania
$21.4M -$2.19M -42,680 -8%
HighTower Advisors
339
HighTower Advisors
Illinois
$21.3M -$4.08M -79,678 -15%
DAM
340
Delta Asset Management
Tennessee
$21.2M -$890K -17,383 -4%
MA
341
MUFG Americas
New York
$21.2M -$1.55M -30,193 -6%
VDBMI
342
Van Den Berg Management I
Texas
$21.2M +$780K +15,219 +3%
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
$21M +$21.6M +421,340 +1,228%
CEI
344
Clark Estates Inc
New York
$20.7M +$6.4M +125,000 +38%
PI
345
PineBridge Investments
New York
$20.7M -$16.7M -326,541 -42%
RFC
346
Regions Financial Corp
Alabama
$20.3M -$6.09M -118,934 -21%
UCFA
347
United Capital Financial Advisors
Texas
$20.3M -$3.52M -68,817 -14%
DA
348
Denali Advisors
California
$20.2M +$1.9M +37,100 +9%
CAM
349
Chou Associates Management
Ontario, Canada
$20M
BIM
350
Bridges Investment Management
Nebraska
$19.9M +$4.08M +79,672 +23%

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.