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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
26
Longview Partners
Guernsey
$1.24B +$238M +5,090,670 +24%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.18B -$9.38M -200,587 -0.8%
Ameriprise
28
Ameriprise
Minnesota
$1.16B -$159M -3,393,056 -12%
Goldman Sachs
29
Goldman Sachs
New York
$1.1B -$37.3M -798,202 -3%
NEAM
30
New England Asset Management
Connecticut
$1.07B +$403K +8,613 +0%
N
31
Nuveen
North Carolina
$992M +$971M +20,753,922 +10,042%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$944M +$185M +3,946,945 +25%
Charles Schwab
33
Charles Schwab
California
$940M +$22.9M +490,033 +3%
Boston Partners
34
Boston Partners
Massachusetts
$936M -$23.5M -501,553 -2%
Morgan Stanley
35
Morgan Stanley
New York
$846M -$13.8M -294,493 -2%
Sanders Capital
36
Sanders Capital
Florida
$830M +$22.8M +487,700 +3%
UBS AM
37
UBS AM
Illinois
$810M -$11.3M -240,693 -1%
EIG
38
EdgePoint Investment Group
Ontario, Canada
$795M +$28.7M +612,837 +4%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$767M -$39.3M -839,652 -5%
Capital World Investors
40
Capital World Investors
California
$740M -$570M -12,181,939 -44%
Barclays
41
Barclays
United Kingdom
$665M -$39.7M -849,983 -6%
ATO
42
Alecta Tjanstepension Omsesidigt
Sweden
$659M -$30.4M -650,000 -4%
GRQ
43
Gardner Russo & Quinn
Pennsylvania
$598M -$592K -12,664 -0.1%
Capital Research Global Investors
44
Capital Research Global Investors
California
$592M +$419K +8,958 +0.1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$586M -$9.89M -211,504 -2%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$553M -$43.9M -938,031 -7%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$550M +$216M +4,617,487 +66%
PPA
48
Parametric Portfolio Associates
Washington
$548M -$19.3M -413,130 -3%
Harris Associates
49
Harris Associates
Illinois
$531M -$80.4M -1,718,267 -13%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$531M +$201M +4,297,389 +62%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.