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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
Deutsche Bank
26
Deutsche Bank
Germany
$1.29B +$110M +2,235,941 +9%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.22B +$29.2M +593,695 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$1.21B +$231M +4,694,252 +23%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$1.21B -$112M -2,274,196 -8%
Goldman Sachs
30
Goldman Sachs
New York
$1.16B +$93.4M +1,899,374 +9%
MAM
31
Magellan Asset Management
Australia
$1.13B +$23.8M +484,372 +2%
NEAM
32
New England Asset Management
Connecticut
$1.09B +$407K +8,285 +0%
LP
33
Longview Partners
Guernsey
$1.02B +$227M +4,625,096 +28%
Boston Partners
34
Boston Partners
Massachusetts
$980M -$110M -2,232,546 -10%
TCIM
35
TIAA CREF Investment Management
New York
$955M +$40.7M +827,173 +4%
Charles Schwab
36
Charles Schwab
California
$937M +$82M +1,667,997 +9%
Morgan Stanley
37
Morgan Stanley
New York
$878M -$157M -3,186,471 -15%
UBS AM
38
UBS AM
Illinois
$839M -$20.6M -418,751 -2%
Sanders Capital
39
Sanders Capital
Florida
$824M +$60.9M +1,238,200 +8%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$824M -$12.9M -262,324 -2%
EIG
41
EdgePoint Investment Group
Ontario, Canada
$782M +$28.3M +576,259 +4%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$773M +$18.5M +376,464 +2%
Barclays
43
Barclays
United Kingdom
$720M +$207M +4,217,157 +39%
ATO
44
Alecta Tjanstepension Omsesidigt
Sweden
$705M +$39.3M +800,000 +6%
Harris Associates
45
Harris Associates
Illinois
$626M -$443M -9,001,880 -41%
GRQ
46
Gardner Russo & Quinn
Pennsylvania
$611M -$34.1M -692,586 -5%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$610M -$1.22M -24,782 -0.2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$609M -$11.9M -240,976 -2%
Capital Research Global Investors
49
Capital Research Global Investors
California
$604M -$457M -9,292,958 -43%
PPA
50
Parametric Portfolio Associates
Washington
$579M +$30.3M +615,939 +5%

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.