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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
AII
351
AGF Investments Inc
Ontario, Canada
$19.1M
PMG
352
Private Management Group
California
$19.1M +$322K +6,834 +2%
TAM
353
Tiverton Asset Management
Delaware
$19M -$3.93M -83,429 -18%
NIPH
354
NN Investment Partners Holdings
Netherlands
$18.8M +$13.2M +279,340 +296%
CM
355
CS McKee
Pennsylvania
$18.8M -$1.27M -26,952 -7%
PVH
356
Psagot Value Holdings
Israel
$18.6M +$15M +318,451 +622%
LCM
357
Logan Capital Management
Pennsylvania
$18.5M +$101K +2,139 +0.6%
Acadian Asset Management
358
Acadian Asset Management
Massachusetts
$18.4M -$9.34M -198,316 -35%
MA
359
MUFG Americas
New York
$18.4M -$1.32M -27,969 -7%
ACM
360
Argent Capital Management
Missouri
$18.3M -$260K -5,521 -1%
QI
361
QS Investors
New York
$18.3M -$764K -16,225 -4%
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$18.1M +$311K +6,592 +2%
DILIC
363
Dai-ichi Life Insurance Company
Japan
$17.9M -$2.11M -44,744 -11%
CTA
364
Carillon Tower Advisers
Florida
$17.6M -$3.28M -69,728 -17%
CCMIC
365
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$17.2M +$193K +4,100 +1%
6M
366
6 Meridian
Kansas
$17.2M +$7.23M +153,468 +82%
CAM
367
Chou Associates Management
Ontario, Canada
$17.1M -$4.48M -95,000 -22%
QOP
368
Quinn Opportunity Partners
Virginia
$16.9M -$1.2M -25,500 -7%
HCM
369
Hutchinson Capital Management
California
$16.8M +$560K +11,886 +4%
GIA
370
Guyasuta Investment Advisors
Pennsylvania
$16.6M +$740K +15,708 +5%
Mariner
371
Mariner
Kansas
$16.5M -$1.08M -22,921 -7%
FLII
372
First Long Island Investors
New York
$16.4M +$155K +3,291 +1%
AIM
373
Artemis Investment Management
United Kingdom
$16.3M -$17.6M -372,912 -54%
TAF
374
Tredje AP-fonden
Sweden
$16.1M +$671K +14,236 +5%
FWIA
375
Fort Washington Investment Advisors
Ohio
$16.1M +$4.62M +98,130 +44%

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.