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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
II
326
IFM Investors
Australia
$23.4M +$7.34M +155,853 +51%
Nomura Holdings
327
Nomura Holdings
Japan
$23.3M -$27.9M -592,250 -55%
DAM
328
Delta Asset Management
Tennessee
$23.2M +$163K +3,465 +0.8%
ESBC
329
E.S. Barr & Co
Kentucky
$23M +$152K +3,229 +0.7%
CWM
330
CIBC World Markets
New York
$23M -$15.2M -323,291 -41%
HCM
331
Horan Capital Management
Maryland
$22.6M +$1.83M +38,811 +9%
NAM
332
Nissay Asset Management
Japan
$22.4M +$390K +8,281 +2%
Lazard Asset Management
333
Lazard Asset Management
New York
$22.3M -$18.2M -386,353 -47%
AG
334
Advisor Group
Arizona
$22M +$1.06M +22,466 +5%
Pacer Advisors
335
Pacer Advisors
Pennsylvania
$21.8M +$1.99M +42,249 +11%
MIM
336
Manitou Investment Management
Ontario, Canada
$21.7M +$4.99M +106,010 +33%
ST
337
Sabal Trust
Florida
$21.4M +$472K +10,024 +2%
DC
338
Davenport & Co
Virginia
$20.8M +$10.6M +225,832 +113%
RGI
339
River Global Investors
United Kingdom
$20.8M +$1.49M +31,550 +8%
B
340
BP
United Kingdom
$20.7M -$141K -3,000 -0.7%
SAM
341
Securian Asset Management
Minnesota
$20.7M -$325K -6,895 -2%
OPERF
342
Oregon Public Employees Retirement Fund
Oregon
$20.6M -$1.41M -29,899 -7%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$20.5M -$1.42M -30,090 -7%
RT
344
Rockland Trust
Massachusetts
$20.5M +$632K +13,415 +3%
JGGDR
345
JGP Global Gestao de Recursos
Brazil
$20.2M +$18.8M +400,000 New
AIA
346
Avalon Investment & Advisory
Texas
$20.1M -$1.01M -21,398 -5%
CS
347
Candriam SCA
Luxembourg
$20M +$11.3M +239,386 +153%
CLG
348
Cooperman Leon G
$19.9M
CGH
349
Crossmark Global Holdings
Texas
$19.6M -$132K -2,794 -0.7%
NIMC
350
NWQ Investment Management Company
California
$19.2M -$6.28M -133,379 -26%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.