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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
FT
376
Fiduciary Trust
Massachusetts
$15.2M -$307K -5,990 -2%
MAM
377
Majedie Asset Management
United Kingdom
$15.2M -$108K -2,118 -0.7%
CCMIC
378
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$15.2M +$1.46M +28,520 +9%
HCM
379
Horan Capital Management
Maryland
$15.2M -$283K -5,531 -2%
TF
380
TIAA FSB
Florida
$15.1M -$1.16M -22,729 -6%
PL
381
Perpetual Ltd
Australia
$15M -$7.62M -148,746 -31%
HIIFS
382
Harel Insurance Investments & Financial Services
Israel
$15M
RIM
383
Redpoint Investment Management
Australia
$14.9M -$1.19M -23,169 -7%
BCM
384
Bluefin Capital Management
New York
$14.9M +$7.37M +143,931 +80%
DADC
385
D.A. Davidson & Co
Montana
$14.9M +$267K +5,212 +2%
Truist Financial
386
Truist Financial
North Carolina
$14.8M -$629K -12,274 -4%
HCM
387
Hutchinson Capital Management
California
$14.5M +$192K +3,741 +1%
AIM
388
Achmea Investment Management
Netherlands
$14.4M +$55.5K +1,083 +0.3%
DWM
389
Doyle Wealth Management
Florida
$14.3M +$1.62M +31,618 +11%
ANI
390
American National Insurance
Texas
$14.2M
TAF
391
Tredje AP-fonden
Sweden
$14.2M +$225K +4,391 +1%
MNBTD
392
Moody National Bank Trust Division
Texas
$14.1M +$138K +2,700 +0.9%
WTC
393
WhitTier Trust Company
Nevada
$13.9M -$384K -7,491 -2%
AL
394
Appaloosa LP
New Jersey
$13.8M +$15.4M +300,000 New
BT
395
Brandywine Trust
Delaware
$13.7M -$104K -2,036 -0.7%
BCM
396
Bridgeway Capital Management
Texas
$13.5M
AIM
397
Alphinity Investment Management
Australia
$13.5M -$2.83M -55,300 -16%
Mariner
398
Mariner
Kansas
$13.4M +$87.2K +1,702 +0.6%
Luther King Capital Management (LKCM)
399
Luther King Capital Management (LKCM)
Texas
$13.3M -$1.67M -32,516 -10%
SFM
400
Soros Fund Management
New York
$13.2M -$4.17M -81,466 -22%

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.