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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
LC
501
Lourd Capital
California
$8.44M +$6.76M +144,588 +428%
CCMT
502
CMT Capital Markets Trading
Germany
$8.21M +$8.12M +173,600 New
KCM
503
Kornitzer Capital Management
Kansas
$8.21M +$266K +5,695 +3%
CAM
504
Centre Asset Management
New York
$8.2M +$970K +20,740 +14%
TCM
505
Tufton Capital Management
Maryland
$8.12M +$725K +15,502 +10%
Mirae Asset Global Investments
506
Mirae Asset Global Investments
South Korea
$7.9M -$2.03M -43,306 -20%
SAM
507
Sompo Asset Management
Japan
$7.89M +$137K +2,930 +2%
PC
508
Polar Capital
United Kingdom
$7.82M -$87K -1,861 -1%
KSCM
509
Kamunting Street Capital Management
Florida
$7.81M +$2.81M +60,000 +57%
GG
510
Greenwood Gearhart
Arkansas
$7.72M +$1.29M +27,556 +20%
CCM
511
Covington Capital Management
California
$7.69M -$489K -10,451 -6%
OAM
512
Oxford Asset Management
United Kingdom
$7.67M +$7.58M +162,140 New
FG
513
FSI Group
Ohio
$7.64M +$2.41M +51,611 +47%
AIM
514
AMI Investment Management
Indiana
$7.57M -$3.98K -85 -0.1%
KOCAA
515
Knights of Columbus Asset Advisors
Connecticut
$7.56M +$758K +16,200 +11%
HTC
516
Haverford Trust Company
Pennsylvania
$7.55M -$233K -4,987 -3%
ACM
517
Azimuth Capital Management
Michigan
$7.52M -$138K -2,952 -2%
MME
518
Meag Munich Ergo
Germany
$7.5M
ACH
519
ArrowMark Colorado Holdings
Colorado
$7.34M +$5.85M +125,000 +414%
ABC
520
Associated Banc-Corp
Wisconsin
$7.31M -$36K -770 -0.5%
FA
521
FDx Advisors
Illinois
$7.3M +$941K +20,120 +15%
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$7.26M -$21.9M -468,755 -75%
CIC
523
Carnegie Investment Counsel
Ohio
$7.19M -$3.08M -65,813 -30%
ACM
524
Aquamarine Capital Management
New York
$7.18M
IIM
525
Intact Investment Management
Quebec, Canada
$7.17M

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.