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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
SAM
351
Securian Asset Management
Minnesota
$19.8M -$467K -9,122 -2%
CM
352
CS McKee
Pennsylvania
$19.7M -$118K -2,300 -0.5%
Thrivent Financial for Lutherans
353
Thrivent Financial for Lutherans
Minnesota
$19.4M -$2.85M -55,590 -12%
AG
354
Advisor Group
Arizona
$18.8M -$53.4K -1,042 -0.3%
WIC
355
Willis Investment Counsel
Georgia
$18.7M -$825K -16,100 -4%
CAG
356
Crestwood Advisors Group
Massachusetts
$18.4M -$926K -18,072 -4%
Two Sigma Advisers
357
Two Sigma Advisers
New York
$18.4M -$139M -2,718,800 -87%
SC
358
Scotia Capital
Ontario, Canada
$18.3M +$168K +3,284 +0.8%
AIMCA
359
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.5M -$2.62M -51,100 -12%
RCM
360
Raging Capital Management
New Jersey
$17.5M +$19.4M +379,700 New
GC
361
Guggenheim Capital
Illinois
$17.4M -$6.06M -118,225 -24%
MIH
362
Madison Investment Holdings
Wisconsin
$17.4M -$421K -8,225 -2%
Group One Trading
363
Group One Trading
Illinois
$17.1M +$9.77M +190,720 +106%
NMERB
364
New Mexico Educational Retirement Board
New Mexico
$17M -$1.13M -22,000 -6%
Man Group
365
Man Group
United Kingdom
$16.9M -$1.9M -37,052 -9%
RGI
366
River Global Investors
United Kingdom
$16.9M +$5.37M +104,751 +40%
ICP
367
Ironvine Capital Partners
Nebraska
$16.6M +$9.55M +186,535 +128%
AII
368
AGF Investments Inc
Ontario, Canada
$16.5M
CTA
369
Carillon Tower Advisers
Florida
$16.2M +$1.32M +25,841 +8%
Cambridge Investment Research Advisors
370
Cambridge Investment Research Advisors
Iowa
$16.2M -$791K -15,449 -4%
RT
371
Rockland Trust
Massachusetts
$16.2M +$637K +12,443 +4%
QOP
372
Quinn Opportunity Partners
Virginia
$15.7M
WT
373
Whittier Trust
California
$15.6M -$288K -5,614 -2%
BG
374
Bahl & Gaynor
Ohio
$15.4M -$73.5K -1,436 -0.4%
NB
375
Norinchukin Bank
Japan
$15.3M +$1.27M +24,860 +8%

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.