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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
SMDAM
401
Sumitomo Mitsui DS Asset Management
Japan
$13.7M -$10.9M -233,662 -45%
WAM
402
World Asset Management
Michigan
$13.7M +$296K +6,332 +2%
QIM
403
Quantitative Investment Management
Virginia
$13.6M +$13.5M +287,615 New
SFM
404
Soros Fund Management
New York
$13.5M
BAPIM
405
British Airways Pensions Investment Management
United Kingdom
$13.4M -$32K -685 -0.2%
NB
406
Norinchukin Bank
Japan
$13.3M -$2.08M -44,428 -14%
WSFS
407
Wilmington Savings Fund Society
Delaware
$13.3M +$31.7K +678 +0.2%
RFC
408
Regions Financial Corp
Alabama
$13.2M -$3M -64,154 -19%
FNBOO
409
First National Bank of Omaha
Nebraska
$13.2M +$748 +16 +0%
SBWIC
410
Schaper Benz & Wise Investment Counsel
Wisconsin
$13M +$146K +3,121 +1%
AIMCA
411
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.9M +$832K +17,800 +7%
Capstone Investment Advisors
412
Capstone Investment Advisors
New York
$12.7M +$5.29M +113,214 +73%
BCM
413
Bridgeway Capital Management
Texas
$12.6M -$837K -17,900 -6%
DADC
414
D.A. Davidson & Co
Montana
$12.6M -$3.09M -66,046 -20%
SPC
415
Stewart & Patten Company
California
$12.5M +$455K +9,737 +4%
GCM
416
Grisanti Capital Management
New York
$12.5M +$3.55M +76,007 +40%
ABTD
417
Arvest Bank Trust Division
Oklahoma
$12.4M -$301K -6,436 -2%
William Blair & Company
418
William Blair & Company
Illinois
$12.3M +$258K +5,526 +2%
MIFH
419
Migdal Insurance & Financial Holdings
Israel
$12.3M
V
420
Veritable
Delaware
$12.2M +$331K +7,078 +3%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$12.1M
UFG
422
United Fire Group
Iowa
$12.1M
RJT
423
Raymond James Trust
Florida
$12.1M +$162K +3,472 +1%
TIP
424
Torray Investment Partners
Maryland
$12.1M -$296K -6,336 -2%
SIM
425
Sentry Investment Management
Wisconsin
$12M -$44K -940 -0.4%

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.