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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
OPCM
451
Osborne Partners Capital Management
California
$11.2M +$1.34M +27,247 +13%
BCM
452
BlueCrest Capital Management
Jersey
$11.1M +$2.47M +50,203 +28%
GAM
453
Griffin Asset Management
New York
$11.1M +$111K +2,255 +1%
Man Group
454
Man Group
United Kingdom
$11M -$6.79M -138,014 -38%
FWIA
455
Fort Washington Investment Advisors
Ohio
$11M -$857K -17,432 -7%
CCA
456
Checchi Capital Advisers
California
$10.9M -$1.97M -40,051 -15%
TC
457
TownSquare Capital
Utah
$10.8M +$5.22M +106,107 +90%
GC
458
Guggenheim Capital
Illinois
$10.8M -$7.58M -154,080 -41%
EBSAM
459
Eubel Brady & Suttman Asset Management
Ohio
$10.8M +$303K +6,153 +3%
AP
460
Archon Partners
New Jersey
$10.8M
FGP
461
Foyston, Gordon, & Payne
Ontario, Canada
$10.7M +$16.2K +330 +0.1%
FANJ
462
Financial Architects (New Jersey)
New Jersey
$10.7M +$199K +4,056 +2%
MCM
463
MAI Capital Management
Ohio
$10.7M +$487K +9,902 +5%
SAM
464
SP Asset Management
California
$10.6M +$24.4K +496 +0.2%
CIC
465
Carnegie Investment Counsel
Ohio
$10.5M +$845K +17,173 +9%
PG
466
Pendal Group
Australia
$10.5M +$2.61M +53,148 +32%
LSERS
467
Louisiana State Employees Retirement System
Louisiana
$10.4M -$295K -6,000 -3%
BF
468
BOK Financial
Oklahoma
$10.3M -$3.48M -70,742 -25%
DJSG
469
D.J. St. Germain
Massachusetts
$10.3M -$464K -9,443 -4%
HCMT
470
Highland Capital Management (Tennessee)
Tennessee
$10.3M -$139K -2,836 -1%
Mirae Asset Global Investments
471
Mirae Asset Global Investments
South Korea
$10.3M -$311K -6,327 -3%
CIC
472
Crawford Investment Counsel
Georgia
$10.2M +$67.4K +1,370 +0.7%
EDRH
473
Edmond de Rothschild Holding
Switzerland
$10.2M -$93.4K -1,900 -0.9%
FNF
474
Fidelity National Financial
Florida
$10.1M +$10.3M +210,000 New
HNB
475
Huntington National Bank
Ohio
$10.1M -$1.74M -35,299 -14%

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.