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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
MML Investors Services
501
MML Investors Services
Massachusetts
$8.82M +$770K +15,654 +9%
LIA
502
LS Investment Advisors
Michigan
$8.77M -$655K -13,312 -7%
SBH
503
Segall Bryant & Hamill
Illinois
$8.75M -$738K -14,999 -8%
KRS
504
Kentucky Retirement Systems
Kentucky
$8.65M -$259K -5,268 -3%
ST
505
Spinnaker Trust
Maine
$8.59M +$35.3K +717 +0.4%
PAM
506
Palisade Asset Management
Minnesota
$8.49M -$3.44M -70,040 -29%
ACI
507
Alpha Cubed Investments
California
$8.47M +$626K +12,726 +8%
OI
508
Oakbrook Investments
Illinois
$8.46M +$110K +2,240 +1%
BRCM
509
Bright Rock Capital Management
Massachusetts
$8.42M
PMG
510
ProVise Management Group
Florida
$8.39M +$199K +4,041 +2%
CCM
511
Covington Capital Management
California
$8.36M -$1.2M -24,367 -12%
UR
512
USCA RIA
Texas
$8.3M +$5.17M +105,164 +158%
SI
513
Stephens Inc
Arkansas
$8.2M +$377K +7,661 +5%
KCM
514
Kornitzer Capital Management
Kansas
$8.11M -$437K -8,875 -5%
PC
515
Polar Capital
United Kingdom
$8.07M -$17.2M -349,306 -68%
MCM
516
Maltese Capital Management
New York
$7.97M +$8.12M +165,000 New
GA
517
GFS Advisors
Texas
$7.95M +$2.46K +50 +0%
HTC
518
Haverford Trust Company
Pennsylvania
$7.95M -$2.23M -45,412 -22%
MME
519
Meag Munich Ergo
Germany
$7.94M +$5.37M +109,116 +207%
SAM
520
Sompo Asset Management
Japan
$7.92M -$1.67M -33,880 -17%
ACM
521
Azimuth Capital Management
Michigan
$7.82M +$2.25M +45,769 +39%
AIM
522
AMI Investment Management
Indiana
$7.73M +$18.4K +375 +0.2%
BCM
523
Bluefin Capital Management
New York
$7.73M -$8.01M -162,775 -50%
TAM
524
Tocqueville Asset Management
New York
$7.66M -$318K -6,474 -4%
NIPH
525
NN Investment Partners Holdings
Netherlands
$7.6M +$4.27M +86,743 +123%

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.