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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
NM
326
Nokota Management
New York
$24.2M -$17.7M -359,539 -42%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$23.8M +$974K +19,812 +4%
CPSAC
328
Chas P. Smith & Associates (CPS)
Florida
$23.5M +$613K +12,458 +3%
VDI
329
Vaughan David Investments
Illinois
$23.4M +$334K +6,782 +1%
KIA
330
KCM Investment Advisors
California
$23.2M +$35.7K +726 +0.2%
CEI
331
Clark Estates Inc
New York
$23.2M +$1.48M +30,000 +7%
MAA
332
Matrix Asset Advisors
New York
$23M +$80.2K +1,631 +0.3%
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$23M -$2.08M -42,212 -8%
IG
334
ING Group
Netherlands
$22.7M +$23.2M +470,806 New
UCFA
335
United Capital Financial Advisors
Texas
$22.6M +$1.3M +26,345 +6%
MWNA
336
Marshall Wace North America
New York
$22.6M +$21.8M +443,486 +1,869%
BAM
337
Berkshire Asset Management
Pennsylvania
$22.5M +$104K +2,108 +0.5%
NAM
338
Nissay Asset Management
Japan
$22.4M -$1.23M -24,981 -5%
DAM
339
Delta Asset Management
Tennessee
$22M -$245K -4,989 -1%
BIM
340
Bridges Investment Management
Nebraska
$21.9M +$973K +19,783 +5%
Two Sigma Advisers
341
Two Sigma Advisers
New York
$21.8M +$2.6M +52,800 +13%
VDBMI
342
Van Den Berg Management I
Texas
$21.8M -$454K -9,228 -2%
PI
343
PineBridge Investments
New York
$21.4M -$254K -5,156 -1%
CAM
344
Chou Associates Management
Ontario, Canada
$21.3M
MA
345
MUFG Americas
New York
$21.3M -$968K -19,677 -4%
SC
346
Scotia Capital
Ontario, Canada
$21.2M +$2.12M +43,100 +11%
OPERF
347
Oregon Public Employees Retirement Fund
Oregon
$21.1M -$1.83M -37,181 -8%
CM
348
CS McKee
Pennsylvania
$20.7M +$59K +1,200 +0.3%
B
349
BP
United Kingdom
$20.6M -$5.51M -112,000 -21%
BAMF
350
BI Asset Management Fondsmaeglerselskab
Denmark
$20.5M -$1.56M -31,700 -7%

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.