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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
26
Longview Partners
Guernsey
$1.32B -$2.19M -46,400 -0.2%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.31B -$15.1M -320,002 -1%
Legal & General Group
28
Legal & General Group
United Kingdom
$1.24B -$13.9M -295,236 -1%
NEAM
29
New England Asset Management
Connecticut
$1.15B +$4.14M +87,850 +0.4%
Ameriprise
30
Ameriprise
Minnesota
$1.14B -$90.3M -1,916,735 -8%
N
31
Nuveen
North Carolina
$1.08B +$18.3M +388,916 +2%
Boston Partners
32
Boston Partners
Massachusetts
$1.07B +$66.8M +1,417,096 +7%
Charles Schwab
33
Charles Schwab
California
$1.02B +$12.1M +256,098 +1%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$994M -$11.2M -237,080 -1%
Morgan Stanley
35
Morgan Stanley
New York
$944M +$39.7M +843,014 +5%
Sanders Capital
36
Sanders Capital
Florida
$892M +$6.4M +135,812 +0.8%
EIG
37
EdgePoint Investment Group
Ontario, Canada
$844M -$2.85M -60,465 -0.4%
UBS AM
38
UBS AM
Illinois
$842M -$19.8M -421,245 -2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$810M -$7.84M -166,380 -1%
ClearBridge Investments
40
ClearBridge Investments
New York
$658M +$183M +3,889,473 +42%
GRQ
41
Gardner Russo & Quinn
Pennsylvania
$645M +$6.96M +147,643 +1%
PPA
42
Parametric Portfolio Associates
Washington
$624M +$37.5M +796,884 +7%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$618M -$6.96M -147,841 -1%
American Century Companies
44
American Century Companies
Missouri
$603M +$60.8M +1,290,231 +12%
Capital World Investors
45
Capital World Investors
California
$584M -$191M -4,058,255 -26%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$583M -$9.39M -199,226 -2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$566M +$35.4M +752,201 +7%
Harris Associates
48
Harris Associates
Illinois
$561M -$4.94M -104,766 -0.9%
TP
49
Theleme Partners
United Kingdom
$521M
ATO
50
Alecta Tjanstepension Omsesidigt
Sweden
$521M -$171M -3,620,000 -26%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.