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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
CCM
526
Channing Capital Management
Illinois
$7.51M -$348K -6,792 -4%
ACI
527
Alpha Cubed Investments
California
$7.5M -$1.08M -21,062 -11%
SI
528
Stephens Inc
Arkansas
$7.46M -$560K -10,938 -6%
JAM
529
Jupiter Asset Management
United Kingdom
$7.45M -$1.41M -27,600 -15%
AIM
530
AMI Investment Management
Indiana
$7.36M +$30.7K +600 +0.4%
ISL
531
Ingalls & Snyder LLC
New York
$7.28M -$3.06M -59,782 -27%
BS
532
Banco Santander
Spain
$7.19M -$336K -6,568 -4%
ABC
533
Associated Banc-Corp
Wisconsin
$7.19M -$742K -14,482 -8%
TCM
534
Tufton Capital Management
Maryland
$7.12M +$61.1K +1,192 +0.8%
CDH
535
Charles D. Hyman
$7.09M -$278K -5,436 -3%
N
536
Nuveen
North Carolina
$7.04M -$148K -2,899 -2%
ACM
537
Aquamarine Capital Management
New York
$6.99M +$1.88M +36,741 +32%
HLCM
538
Hi-Line Capital Management
South Dakota
$6.98M +$7.76M +151,562 New
WAM
539
Winslow Asset Management
Ohio
$6.96M -$45.8K -895 -0.6%
VV
540
Verity & Verity
South Carolina
$6.91M +$153K +2,996 +2%
SCC
541
Steel Canyon Capital
Arizona
$6.91M +$7.68M +150,023 New
GW
542
GW & Wade
Massachusetts
$6.68M -$3.43M -66,904 -32%
Capital Fund Management (CFM)
543
Capital Fund Management (CFM)
France
$6.66M -$44M -859,651 -86%
TCOV
544
Trust Company of Vermont
Vermont
$6.63M -$201K -3,923 -3%
EC
545
EJF Capital
Virginia
$6.59M +$7.02M +137,000 +2,283%
OCM
546
Olstein Capital Management
New York
$6.58M +$251K +4,900 +4%
PCM
547
Palouse Capital Management
Washington
$6.54M -$30K -585 -0.4%
BOTW
548
Bank of the West
California
$6.44M +$3.09M +60,290 +86%
AMI
549
Amica Mutual Insurance
Rhode Island
$6.42M -$778K -15,192 -10%
RA
550
Rational Advisors
New York
$6.41M +$6.34M +123,871 +818%

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.