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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
OCM
526
Olstein Capital Management
New York
$7.1M +$332K +7,100 +5%
MI
527
M3F Inc
Utah
$7.1M +$1.38M +29,500 +24%
TEE
528
Tibra Equities Europe
United Kingdom
$7.09M -$7.01M -149,800 -50%
HLCM
529
Hi-Line Capital Management
South Dakota
$7.08M -$64.7K -1,383 -0.9%
HIC
530
Harbor Island Capital
Massachusetts
$7.03M +$1.49M +31,900 +27%
AWM
531
Arbor Wealth Management
Florida
$6.93M +$54.4K +1,164 +0.8%
SLI
532
Sumitomo Life Insurance
Japan
$6.92M -$171K -3,658 -2%
WTC
533
WhitTier Trust Company
Nevada
$6.85M -$138K -2,947 -2%
IP
534
Interval Partners
New York
$6.85M +$6.77M +144,836 New
SBH
535
Segall Bryant & Hamill
Illinois
$6.81M -$1.74M -37,254 -21%
PCM
536
Palouse Capital Management
Washington
$6.8M -$103K -2,200 -2%
DY
537
Dowling & Yahnke
California
$6.79M -$108K -2,311 -2%
BSW
538
Buckingham Strategic Wealth
Missouri
$6.76M +$140K +2,987 +2%
LS
539
Livforsakringsbolaget Skandia
Sweden
$6.76M +$304K +6,500 +5%
EDRH
540
Edmond de Rothschild Holding
Switzerland
$6.72M -$3.25M -69,500 -33%
BCM
541
Banyan Capital Management
Georgia
$6.54M +$228K +4,881 +4%
CCM
542
Channing Capital Management
Illinois
$6.45M +$13.7K +293 +0.2%
WA
543
Wasatch Advisors
Utah
$6.45M +$104K +2,219 +2%
PA
544
Profund Advisors
Maryland
$6.43M +$1.51M +32,224 +31%
PPCM
545
Pillar Pacific Capital Management
California
$6.43M -$31.3K -669 -0.5%
Fisher Asset Management
546
Fisher Asset Management
Washington
$6.41M -$925K -19,783 -13%
VFA
547
Voya Financial Advisors
Connecticut
$6.41M +$855K +18,276 +15%
BOS
548
Bingham Osborn & Scarborough
California
$6.39M +$21K +450 +0.3%
WAM
549
Winslow Asset Management
Ohio
$6.37M -$660K -14,119 -9%
Mercer Global Advisors
550
Mercer Global Advisors
Colorado
$6.35M -$26.6K -568 -0.4%

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.