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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
WIM
476
Wittenberg Investment Management
Massachusetts
$10.1M +$138K +2,800 +1%
N
477
Nuveen
North Carolina
$9.99M +$2.65M +53,973 +35%
ZCA
478
Zeke Capital Advisors
Pennsylvania
$9.96M +$1.8M +36,642 +22%
TCM
479
Twin Capital Management
Pennsylvania
$9.96M +$112K +2,281 +1%
GP
480
Greenline Partners
New York
$9.93M -$971K -19,748 -9%
ELC
481
Edgar Lomax Company
Virginia
$9.9M +$10.1M +204,950 New
KCM
482
Kanawha Capital Management
Virginia
$9.85M -$30.5K -620 -0.3%
GW
483
GW & Wade
Massachusetts
$9.79M +$2.84M +57,652 +40%
DC
484
Davenport & Co
Virginia
$9.76M +$1.18M +23,970 +13%
HIMC
485
Heritage Investors Management Corp
Maryland
$9.71M -$212K -4,314 -2%
CANY
486
Caxton Associates (New York)
New York
$9.66M +$9.02M +183,325 +1,099%
FBP
487
Flippin Bruce & Porter
Virginia
$9.5M +$232K +4,725 +2%
NPF
488
Norris Perne & French
Michigan
$9.45M +$633K +12,875 +7%
GCAC
489
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.29M -$237K -4,815 -2%
Wolverine Trading
490
Wolverine Trading
Illinois
$9.26M -$1.52M -30,878 -14%
PSUF
491
People's United Financial
Connecticut
$9.21M -$1.13M -23,051 -11%
AF
492
Ally Financial
Michigan
$9.18M
Northwestern Mutual Wealth Management
493
Northwestern Mutual Wealth Management
Wisconsin
$9.15M -$501K -10,179 -5%
RBA
494
Richard Bernstein Advisors
New York
$9.14M -$1.71M -34,685 -15%
GCM
495
Grisanti Capital Management
New York
$9.11M -$2.46M -49,946 -21%
6M
496
6 Meridian
Kansas
$9.07M +$9.24M +187,797 New
MI
497
Markston International
New York
$9.06M -$11.9K -242 -0.1%
EHC
498
Everett Harris & Co
California
$9.01M -$173K -3,521 -2%
Daiwa Securities Group
499
Daiwa Securities Group
Japan
$8.9M -$2.25M -45,665 -21%
Tudor Investment Corp
500
Tudor Investment Corp
Connecticut
$8.82M +$8.68M +176,381 +2,834%

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.