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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMIC
376
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$16M -$153K -3,275 -1%
NMERB
377
New Mexico Educational Retirement Board
New Mexico
$15.9M -$828K -17,700 -5%
Truist Financial
378
Truist Financial
North Carolina
$15.9M +$214K +4,576 +1%
HPC
379
HM Payson & Co
Maine
$15.8M -$1.75M -37,363 -10%
CAG
380
Crestwood Advisors Group
Massachusetts
$15.4M -$4.1M -87,609 -21%
SM
381
Soapstone Management
Maryland
$15.4M -$14M -300,000 -48%
MIM
382
Manitou Investment Management
Ontario, Canada
$15.3M +$142K +3,040 +0.9%
FLII
383
First Long Island Investors
New York
$15.3M +$244K +5,220 +2%
HCM
384
Hutchinson Capital Management
California
$15.2M +$12.8K +274 +0.1%
GIA
385
Guyasuta Investment Advisors
Pennsylvania
$14.8M +$955K +20,420 +7%
ANI
386
American National Insurance
Texas
$14.6M
DA
387
Denali Advisors
California
$14.6M -$4.97M -106,300 -26%
BT
388
Brandywine Trust
Delaware
$14.6M +$468K +10,000 +3%
II
389
IFM Investors
Australia
$14.5M +$742K +15,869 +5%
TF
390
TIAA FSB
Florida
$14.5M +$242K +5,172 +2%
MNBTD
391
Moody National Bank Trust Division
Texas
$14.5M
TAF
392
Tredje AP-fonden
Sweden
$14.4M -$572K -12,222 -4%
DWM
393
Doyle Wealth Management
Florida
$14.4M +$7.16K +153 +0.1%
FT
394
Fiduciary Trust
Massachusetts
$14.3M -$310K -6,632 -2%
VWM
395
Valley Wealth Managers
New Jersey
$14.2M +$196K +4,197 +1%
RIM
396
Redpoint Investment Management
Australia
$14.1M -$1.19M -25,548 -8%
HA
397
Heartland Advisors
Wisconsin
$14.1M -$851K -18,198 -6%
Fayez Sarofim & Co
398
Fayez Sarofim & Co
Texas
$14M -$10M -214,355 -42%
AIM
399
Achmea Investment Management
Netherlands
$13.9M -$1.35M -28,949 -9%
TAM
400
Taurus Asset Management
New York
$13.8M +$1.28M +27,265 +10%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.