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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
ACM
501
Azimuth Capital Management
Michigan
$7.85M -$151K -3,215 -2%
PC
502
Pecaut & Co
Iowa
$7.83M +$2.85M +60,550 +64%
CIC
503
Carnegie Investment Counsel
Ohio
$7.83M +$157K +3,327 +2%
Wolverine Trading
504
Wolverine Trading
Illinois
$7.82M +$3.01M +63,998 +71%
PP
505
Palladium Partners
Virginia
$7.77M +$1.31M +27,806 +23%
MG
506
Markel Group
Virginia
$7.76M +$4.06M +86,200 +128%
OI
507
Oakbrook Investments
Illinois
$7.75M -$1.18M -24,950 -14%
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$7.7M -$34.7K -736 -0.5%
Mercer Global Advisors
509
Mercer Global Advisors
Colorado
$7.68M +$853K +18,111 +14%
OCM
510
Olstein Capital Management
New York
$7.67M +$94.2K +2,000 +1%
ACM
511
Aquamarine Capital Management
New York
$7.65M
BCM
512
Banyan Capital Management
Georgia
$7.63M +$365K +7,741 +6%
IIM
513
Intact Investment Management
Quebec, Canada
$7.57M -$80.1K -1,700 -1%
HLCM
514
Hi-Line Capital Management
South Dakota
$7.55M
TRCT
515
Tower Research Capital (TRC)
New York
$7.5M +$6.21M +131,824 +779%
CCM
516
Covington Capital Management
California
$7.46M -$685K -14,548 -9%
TC
517
TownSquare Capital
Utah
$7.45M +$246K +5,225 +4%
FAAS
518
First Allied Advisory Services
California
$7.4M +$3.2M +67,829 +87%
VFA
519
Voya Financial Advisors
Connecticut
$7.34M +$294K +6,245 +5%
SC
520
Sepio Capital
Utah
$7.34M +$1.03M +21,800 +18%
Wealthfront Advisers
521
Wealthfront Advisers
California
$7.29M +$797K +16,913 +13%
Man Group
522
Man Group
United Kingdom
$7.26M -$4.05M -86,037 -37%
LS
523
Livforsakringsbolaget Skandia
Sweden
$7.21M
GIP
524
Greatmark Investment Partners
Georgia
$7.2M +$571K +12,113 +9%
DY
525
Dowling & Yahnke
California
$7.17M -$68K -1,444 -1%

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.