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Wells Fargo

2,007 hedge funds and large institutions have $162B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 526 increasing their positions, 1,033 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 160

7% more funds holding in top 10

Funds holding in top 10: 133142 (+9)

2% more funds holding

Funds holding: 1,9742,007 (+33)

0.24% less ownership

Funds ownership: 75.38%75.14% (-0.24%)

15% less capital invested

Capital invested by funds: $191B → $162B (-$28.5B)

21% less call options, than puts

Call options by funds: $2.04B | Put options by funds: $2.59B

49% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 1,033

Holders
2,007
Holders Change
+33
Holders Change %
+1.67%
% of All Funds
44.71%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
3.16%
New
214
Increased
526
Reduced
1,033
Closed
160
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M
Name Holding Trade Value Shares
Change
Change in
Stake
DY
501
Dowling & Yahnke
California
$8.41M -$110K -2,152 -1%
FNBT
502
FineMark National Bank & Trust
Florida
$8.3M -$86.3K -1,684 -0.9%
BCM
503
BlueCrest Capital Management
Jersey
$8.27M +$5.71M +111,528 +164%
Fisher Asset Management
504
Fisher Asset Management
Washington
$8.23M -$1.3M -25,397 -12%
DC
505
Davenport & Co
Virginia
$8.2M -$235K -4,589 -3%
ST
506
Spinnaker Trust
Maine
$8.16M +$214K +4,186 +2%
KCM
507
Kornitzer Capital Management
Kansas
$8.14M -$382K -7,464 -4%
NRS
508
Neville Rodie & Shaw
New York
$8.14M -$426K -8,320 -4%
MERSOM
509
Municipal Employees' Retirement System of Michigan
Michigan
$8.14M +$9.05M +176,680 New
IIM
510
Intact Investment Management
Quebec, Canada
$8.1M +$5.1M +99,500 +130%
ACPU
511
Arrowgrass Capital Partners (US)
Delaware
$8.07M +$7.43M +145,099 +482%
KSCM
512
Kamunting Street Capital Management
Florida
$8.06M -$5.38M -105,000 -38%
BRCM
513
Bright Rock Capital Management
Massachusetts
$8.03M
OI
514
Oakbrook Investments
Illinois
$7.97M -$1.89M -36,878 -18%
IMOV
515
Investment Management of Virginia
Virginia
$7.94M -$272K -5,305 -3%
CG
516
Cutler Group
California
$7.88M +$4.88M +95,324 +126%
PMG
517
ProVise Management Group
Florida
$7.82M -$935K -18,261 -10%
ZCA
518
Zeke Capital Advisors
Pennsylvania
$7.82M +$1.1M +21,384 +14%
RMC
519
Resources Management Corp
Connecticut
$7.8M -$9M -175,632 -51%
MML Investors Services
520
MML Investors Services
Massachusetts
$7.69M +$477K +9,317 +6%
SLI
521
Sumitomo Life Insurance
Japan
$7.64M +$12.1K +236 +0.1%
TAM
522
Tocqueville Asset Management
New York
$7.6M -$565K -11,025 -6%
ZDA
523
Zweig-DiMenna Associates
New York
$7.6M
GA
524
GFS Advisors
Texas
$7.58M +$1.31M +25,500 +18%
PG
525
Pendal Group
Australia
$7.52M +$236K +4,613 +3%

WFC Hedge Fund Activity: Q4 2018 in Review

2,007 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2018, worth a combined $162B — down 15% from $191B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new WFC positions and 160 closed out — a net gain of 54 holders — while 526 added to existing stakes and 1,033 trimmed.

The largest buyer was Primecap Management, adding an estimated $356M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 2,007 institutional investors held Wells Fargo (WFC) as of Q4 2018, up from 1,974 in Q3 2018.
  • Funds reported $162B of Wells Fargo stock for Q4 2018, down 15% quarter-over-quarter.
  • 214 funds opened new Wells Fargo positions in Q4 2018 and 160 closed out, a net change of +54 holders.
  • The largest Wells Fargo buyer in Q4 2018 was Primecap Management, an estimated $356M added.
  • The largest Wells Fargo seller in Q4 2018 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q4 2018.