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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$1.14B +$106M +2,069,831 +9%
Deutsche Bank
27
Deutsche Bank
Germany
$1.12B -$402M -7,854,939 -24%
Eagle Capital Management (New York)
28
Eagle Capital Management (New York)
New York
$1.1B +$185M +3,609,354 +18%
MAM
29
Magellan Asset Management
Australia
$1.05B -$86M -1,679,980 -7%
NEAM
30
New England Asset Management
Connecticut
$1.04B -$11.2M -218,438 -1%
Boston Partners
31
Boston Partners
Massachusetts
$1.04B -$36.9M -721,376 -3%
Goldman Sachs
32
Goldman Sachs
New York
$1.02B -$113M -2,213,243 -9%
Harris Associates
33
Harris Associates
Illinois
$1.01B -$59.6M -1,163,661 -5%
Capital Research Global Investors
34
Capital Research Global Investors
California
$1B -$556M -10,852,735 -33%
Morgan Stanley
35
Morgan Stanley
New York
$984M -$3.86M -75,270 -0.4%
Legal & General Group
36
Legal & General Group
United Kingdom
$940M +$48.5M +947,264 +5%
TCIM
37
TIAA CREF Investment Management
New York
$872M +$173M +3,384,293 +22%
UBS AM
38
UBS AM
Illinois
$819M -$156M -3,049,418 -15%
Charles Schwab
39
Charles Schwab
California
$816M +$15.7M +306,724 +2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$793M +$138M +2,689,654 +18%
LP
41
Longview Partners
Guernsey
$756M -$9.16M -178,760 -1%
Sanders Capital
42
Sanders Capital
Florida
$729M +$9.25M +180,608 +1%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$720M +$19.4M +379,645 +2%
EIG
44
EdgePoint Investment Group
Ontario, Canada
$719M +$79.2M +1,546,602 +11%
ATO
45
Alecta Tjanstepension Omsesidigt
Sweden
$631M
GRQ
46
Gardner Russo & Quinn
Pennsylvania
$615M -$1.8M -35,138 -0.3%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$592M -$18.8M -367,365 -3%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$583M -$47.4M -926,232 -7%
American Century Companies
49
American Century Companies
Missouri
$575M +$119M +2,318,410 +23%
PP
50
Prudential plc
United Kingdom
$568M -$21.3M -416,142 -3%

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.