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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
Cerity Partners
476
Cerity Partners
New York
$9.28M +$224K +4,754 +3%
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$9.2M -$871K -18,499 -9%
BBI
478
Baxter Bros Inc
Connecticut
$9.14M -$149K -3,169 -2%
SAM
479
Sompo Asset Management
Japan
$9.02M +$571K +12,130 +7%
SW
480
SVB Wealth
Massachusetts
$9.02M -$2.13M -45,188 -20%
SI
481
Stephens Inc
Arkansas
$8.98M -$91.1K -1,933 -1%
HNB
482
Huntington National Bank
Ohio
$8.9M -$606K -12,855 -7%
RCM
483
Riverhead Capital Management
Delaware
$8.85M -$317K -6,730 -4%
TCM
484
Tran Capital Management
California
$8.82M +$8.24M +174,950 New
TCM
485
Tufton Capital Management
Maryland
$8.74M +$80.4K +1,706 +1%
KOCAA
486
Knights of Columbus Asset Advisors
Connecticut
$8.71M +$615K +13,050 +8%
Fayez Sarofim & Co
487
Fayez Sarofim & Co
Texas
$8.62M -$5.91M -125,381 -42%
HIMC
488
Heritage Investors Management Corp
Maryland
$8.59M -$1.26M -26,706 -14%
RMC
489
Resources Management Corp
Connecticut
$8.47M +$7.91M +167,882 New
PA
490
Profund Advisors
Maryland
$8.47M +$1.5M +31,897 +23%
AIM
491
AMI Investment Management
Indiana
$8.41M +$318K +6,740 +4%
HIC
492
Harbor Island Capital
Massachusetts
$8.34M +$787K +16,710 +11%
Wellington Management Group
493
Wellington Management Group
Massachusetts
$8.34M -$147M -3,122,346 -95%
BNP Paribas Asset Management
494
BNP Paribas Asset Management
France
$8.34M -$11.3M -240,579 -59%
PAG
495
Private Advisor Group
New Jersey
$8.2M +$1.92M +40,860 +34%
HTC
496
Haverford Trust Company
Pennsylvania
$8.05M +$7.02K +149 +0.1%
RBA
497
Richard Bernstein Advisors
New York
$8.04M -$998K -21,193 -12%
ABC
498
Associated Banc-Corp
Wisconsin
$8.04M +$228K +4,846 +3%
CCM
499
Channing Capital Management
Illinois
$7.96M +$1.01M +21,394 +16%
AWM
500
Arbor Wealth Management
Florida
$7.95M +$516K +10,963 +7%

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.