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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
SAM
351
Securian Asset Management
Minnesota
$20.3M -$489K -9,944 -2%
DA
352
Denali Advisors
California
$20.1M -$1.11M -22,500 -5%
CAG
353
Crestwood Advisors Group
Massachusetts
$20M +$674K +13,700 +3%
AG
354
Advisor Group
Arizona
$19.9M +$128K +2,609 +0.6%
MIH
355
Madison Investment Holdings
Wisconsin
$19.6M +$1.42M +28,803 +8%
CTA
356
Carillon Tower Advisers
Florida
$19.3M +$2.37M +48,270 +14%
Two Sigma Investments
357
Two Sigma Investments
New York
$19.2M +$9.94M +202,008 +103%
SL
358
Summitry LLC
California
$19.2M +$17.9M +364,536 +1,130%
ACM
359
Argent Capital Management
Missouri
$18.7M +$7.39M +150,215 +63%
CGH
360
Crossmark Global Holdings
Texas
$18.7M +$5.58M +113,427 +42%
Balyasny Asset Management
361
Balyasny Asset Management
Illinois
$18.5M +$16.2M +330,343 +618%
AII
362
AGF Investments Inc
Ontario, Canada
$18.3M +$1.02M +20,823 +6%
RGI
363
River Global Investors
United Kingdom
$18.2M +$556K +11,300 +3%
RT
364
Rockland Trust
Massachusetts
$18.2M +$1.26M +25,550 +7%
HPC
365
HM Payson & Co
Maine
$17.9M +$18.2M +369,325 +19,697%
TAM
366
Tiverton Asset Management
Delaware
$17.8M +$4.22M +85,831 +30%
QI
367
QS Investors
New York
$17.8M +$8.32M +169,176 +85%
BBI
368
Baxter Bros Inc
Connecticut
$17.5M +$9.07M +184,397 +99%
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$17.4M +$394K +8,009 +2%
XK
370
Xact Kapitalforvaltning
Sweden
$17.2M +$17.5M +356,019 New
DILIC
371
Dai-ichi Life Insurance Company
Japan
$17.2M -$5.59M -113,682 -24%
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$17.1M -$772K -15,700 -4%
IMOV
373
Investment Management of Virginia
Virginia
$17M +$8.79M +178,736 +104%
RFC
374
Regions Financial Corp
Alabama
$16.6M -$4.85M -98,585 -22%
Pacer Advisors
375
Pacer Advisors
Pennsylvania
$16.6M +$16.9M +342,705 New

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.