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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
Jane Street
376
Jane Street
New York
$16.1M +$5.14M +109,116 +52%
NMERB
377
New Mexico Educational Retirement Board
New Mexico
$15.7M -$1.11M -23,500 -7%
ANI
378
American National Insurance
Texas
$15.6M
SMDAM
379
Sumitomo Mitsui DS Asset Management
Japan
$15.5M +$855K +18,149 +6%
PF
380
Phoenix Financial
Israel
$15.5M +$15.2M +323,053 New
BT
381
Brandywine Trust
Delaware
$15.5M
VWM
382
Valley Wealth Managers
New Jersey
$15.5M +$310K +6,577 +2%
MNBTD
383
Moody National Bank Trust Division
Texas
$15.4M -$56.4K -1,197 -0.4%
RIM
384
Redpoint Investment Management
Australia
$15.3M +$284K +6,019 +2%
GC
385
Guggenheim Capital
Illinois
$15.3M +$4.02M +85,239 +39%
DWM
386
Doyle Wealth Management
Florida
$15.2M -$84.9K -1,803 -0.6%
SBWIC
387
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.2M +$1.31M +27,907 +10%
TF
388
TIAA FSB
Florida
$15.2M -$273K -5,804 -2%
Truist Financial
389
Truist Financial
North Carolina
$15.2M -$1.64M -34,838 -10%
WT
390
Whittier Trust
California
$15.1M -$1.96M -41,508 -12%
HPC
391
HM Payson & Co
Maine
$15.1M -$1.62M -34,460 -10%
FT
392
Fiduciary Trust
Massachusetts
$15.1M -$172K -3,646 -1%
WAM
393
World Asset Management
Michigan
$15.1M +$441K +9,361 +3%
DA
394
Denali Advisors
California
$14.9M -$598K -12,700 -4%
AIM
395
Achmea Investment Management
Netherlands
$14.8M +$39.3K +835 +0.3%
NB
396
Norinchukin Bank
Japan
$14.8M +$595K +12,628 +5%
TAM
397
Taurus Asset Management
New York
$14.6M -$74.2K -1,575 -0.5%
HA
398
Heartland Advisors
Wisconsin
$14.5M -$428K -9,089 -3%
SFM
399
Soros Fund Management
New York
$14.4M
BC
400
Brinker Capital
Pennsylvania
$14.2M +$1.36M +28,888 +11%

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.