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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
UFG
426
United Fire Group
Iowa
$11.8M
MCTIC
427
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$11.7M -$150K -2,930 -1%
SPC
428
Stewart & Patten Company
California
$11.6M -$19.1K -373 -0.1%
CFB
429
Cullen/Frost Bankers
Texas
$11.6M -$1M -19,548 -7%
V
430
Veritable
Delaware
$11.6M -$391K -7,629 -3%
ACM
431
Advisors Capital Management
New Jersey
$11.5M -$1.91M -37,209 -13%
CLOS
432
Compagnie Lombard Odier SCmA
Switzerland
$11.5M -$5.72M -111,701 -31%
CS
433
Central Securities
New York
$11.5M -$1.02M -20,000 -7%
CLM
434
ClearBridge LLC (Maryland)
Maryland
$11.5M -$417K -8,142 -3%
William Blair & Company
435
William Blair & Company
Illinois
$11.4M -$67.7K -1,321 -0.5%
GG
436
Gofen & Glossberg
Illinois
$11.4M -$579K -11,313 -4%
FNBOO
437
First National Bank of Omaha
Nebraska
$11.4M -$482K -9,411 -4%
PAM
438
Palisade Asset Management
Minnesota
$11.3M -$908K -17,725 -7%
FWIA
439
Fort Washington Investment Advisors
Ohio
$11.3M -$4.29M -83,670 -25%
HNB
440
Huntington National Bank
Ohio
$11.3M -$1.36M -26,631 -10%
WB
441
WesBanco Bank
West Virginia
$11.2M -$137K -2,668 -1%
CA
442
Commerzbank Aktiengesellschaft
Germany
$11.1M +$361K +7,056 +3%
PMG
443
Private Management Group
California
$11.1M +$2.62M +51,218 +27%
NLGIA
444
Nippon Life Global Investors Americas
New York
$11M +$12.2M +238,520 New
GCM
445
Grisanti Capital Management
New York
$11M -$1M -19,550 -8%
ACM
446
Argent Capital Management
Missouri
$10.9M -$6.31M -123,279 -34%
SW
447
SVB Wealth
Massachusetts
$10.9M -$1.86M -36,234 -13%
Holocene Advisors
448
Holocene Advisors
New York
$10.8M -$2.09M -40,857 -15%
GCM
449
Gladius Capital Management
Illinois
$10.8M +$10.9M +212,439 +945%
Daiwa Securities Group
450
Daiwa Securities Group
Japan
$10.8M -$1.84M -35,951 -14%

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.