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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
NPF
476
Norris Perne & French
Michigan
$9.15M -$105K -2,242 -1%
GA
477
GFS Advisors
Texas
$9.04M +$1.23M +26,400 +16%
PMG
478
ProVise Management Group
Florida
$9.04M +$807K +17,255 +10%
CG
479
Colony Group
Massachusetts
$8.98M +$5.89M +125,975 +198%
HNB
480
Huntington National Bank
Ohio
$8.96M -$941K -20,127 -10%
PAM
481
Palisade Asset Management
Minnesota
$8.92M +$600K +12,833 +7%
KRS
482
Kentucky Retirement Systems
Kentucky
$8.91M +$438K +9,359 +5%
MI
483
Markston International
New York
$8.9M +$32.7K +699 +0.4%
6M
484
6 Meridian
Kansas
$8.87M -$21.6K -462 -0.2%
HR
485
Howe & Rusling
New York
$8.81M +$3.74M +79,984 +75%
Daiwa Securities Group
486
Daiwa Securities Group
Japan
$8.79M -$192K -4,104 -2%
ACI
487
Alpha Cubed Investments
California
$8.79M +$483K +10,319 +6%
ST
488
Spinnaker Trust
Maine
$8.76M +$338K +7,234 +4%
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$8.73M -$230K -4,913 -3%
BBI
490
Baxter Bros Inc
Connecticut
$8.72M -$8.75M -187,029 -50%
UR
491
USCA RIA
Texas
$8.72M +$585K +12,503 +7%
CLOS
492
Compagnie Lombard Odier SCmA
Switzerland
$8.69M -$2.47M -52,885 -22%
ACM
493
Advisors Capital Management
New Jersey
$8.64M -$5.09M -108,920 -37%
RCM
494
Riverhead Capital Management
Delaware
$8.62M +$3.08M +65,822 +57%
VIA
495
Vantis Investment Advisers
Florida
$8.6M +$8.5M +181,800 New
DP
496
DDD Partners
Washington
$8.58M +$5.47M +116,935 +182%
RBA
497
Richard Bernstein Advisors
New York
$8.54M -$401K -8,570 -5%
SI
498
Stephens Inc
Arkansas
$8.51M +$479K +10,253 +6%
Cerity Partners
499
Cerity Partners
New York
$8.48M +$4.97M +106,353 +146%
OI
500
Oakbrook Investments
Illinois
$8.46M +$166K +3,550 +2%

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.