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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
SBWIC
426
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.1M +$109K +2,210 +0.8%
ABTD
427
Arvest Bank Trust Division
Oklahoma
$13M -$86.7K -1,763 -0.7%
AC
428
Allstate Corporation
Illinois
$12.8M +$10.9M +222,554 +521%
TAM
429
Taurus Asset Management
New York
$12.8M -$136K -2,775 -1%
TIP
430
Torray Investment Partners
Maryland
$12.6M -$46K -936 -0.4%
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$12.6M -$15.4M -312,601 -55%
BC
432
Brinker Capital
Pennsylvania
$12.5M +$1.82M +37,095 +17%
CIS
433
Connors Investor Services
Pennsylvania
$12.4M -$1.26M -25,520 -9%
AIMCA
434
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.3M -$6.17M -125,400 -33%
BC
435
Burleson & Co
California
$12.3M +$543K +11,046 +5%
SPC
436
Stewart & Patten Company
California
$12.3M +$147K +2,993 +1%
UFG
437
United Fire Group
Iowa
$12.3M
William Blair & Company
438
William Blair & Company
Illinois
$12.3M +$317K +6,448 +3%
SIM
439
Sentry Investment Management
Wisconsin
$12.3M -$1.42M -28,908 -10%
SW
440
SVB Wealth
Massachusetts
$12.2M +$812K +16,513 +7%
RJT
441
Raymond James Trust
Florida
$12.2M -$230K -4,679 -2%
PMG
442
Private Management Group
California
$12.1M +$522K +10,619 +4%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$12.1M +$6.39M +129,933 +94%
V
444
Veritable
Delaware
$12.1M -$71.6K -1,456 -0.6%
Axa
445
Axa
France
$12M -$14M -285,142 -53%
Thrivent Financial for Lutherans
446
Thrivent Financial for Lutherans
Minnesota
$11.6M -$8.71M -177,000 -42%
COPPSERS
447
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.6M +$406K +8,254 +4%
GG
448
Gofen & Glossberg
Illinois
$11.5M -$443K -9,007 -4%
CLOS
449
Compagnie Lombard Odier SCmA
Switzerland
$11.4M -$681K -13,855 -6%
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$11.3M +$10.5M +213,668 +1,014%

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.