We are live on ! Find out more
WFC icon

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
RE
551
RBC Europe
United Kingdom
$6.4M +$92.2K +1,801 +1%
PPCM
552
Pillar Pacific Capital Management
California
$6.39M -$19.4K -379 -0.3%
KOCAA
553
Knights of Columbus Asset Advisors
Connecticut
$6.38M +$356K +6,950 +5%
Carson Wealth (CWM LLC)
554
Carson Wealth (CWM LLC)
Nebraska
$6.34M +$1.86M +36,336 +36%
GT
555
Glenview Trust
Kentucky
$6.33M -$690K -13,468 -9%
PP
556
Palladium Partners
Virginia
$6.3M -$577K -11,275 -8%
WA
557
Wasatch Advisors
Utah
$6.25M -$68.9K -1,345 -1%
BOS
558
Bingham Osborn & Scarborough
California
$6.24M +$14.7K +287 +0.2%
MYAM
559
Meiji Yasuda Asset Management
Japan
$6.18M -$237K -4,622 -3%
LS
560
Livforsakringsbolaget Skandia
Sweden
$6.18M
FTIOP
561
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.17M -$452K -8,824 -6%
IA
562
IndexIQ Advisors
New York
$6.16M +$2.49M +48,607 +57%
OC
563
Oppenheimer & Co
New York
$6.11M -$312K -6,101 -4%
LI
564
Lafayette Investments
Maryland
$6.11M -$32.3K -631 -0.5%
BWM
565
BerganKDV Wealth Management
Minnesota
$6.11M +$43.5K +849 +0.6%
GG
566
Greenwood Gearhart
Arkansas
$6.08M +$173K +3,382 +3%
CI
567
Cigna Investments
Connecticut
$6.06M -$110K -2,140 -2%
CAN
568
Cetera Advisor Networks
California
$6.04M -$182K -3,558 -3%
TU
569
TDAM USA
Ontario, Canada
$6.03M -$2.02M -39,451 -23%
FNFDCM
570
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.02M -$8.76K -171 -0.1%
TCM
571
Tuttle Capital Management
Connecticut
$6M +$6.27M +122,494 +1,595%
AIA
572
Avalon Investment & Advisory
Texas
$5.99M -$10.1M -196,724 -60%
BFG
573
Beacon Financial Group
Texas
$5.98M -$780K -15,229 -10%
BCM
574
Banyan Capital Management
Georgia
$5.97M +$6.63M +129,485 New
PFM
575
Parsec Financial Management
North Carolina
$5.96M -$885K -17,288 -12%

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.