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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
PPCM
551
Pillar Pacific Capital Management
California
$6.6M -$97.9K -1,990 -1%
LS
552
Livforsakringsbolaget Skandia
Sweden
$6.59M +$113K +2,300 +2%
CCM
553
Channing Capital Management
Illinois
$6.57M -$1.33M -27,023 -17%
GG
554
Greenwood Gearhart
Arkansas
$6.56M +$182K +3,704 +3%
GCM
555
Gladius Capital Management
Illinois
$6.51M -$4.93M -100,195 -43%
B
556
Barings
North Carolina
$6.51M +$3.61M +73,500 +120%
Mercer Global Advisors
557
Mercer Global Advisors
Colorado
$6.51M +$6.62M +134,672 New
BOS
558
Bingham Osborn & Scarborough
California
$6.5M -$42.7K -868 -0.6%
FA
559
FDx Advisors
Illinois
$6.48M +$3.28M +66,760 +99%
LM
560
Lincluden Management
Ontario, Canada
$6.48M +$750K +15,250 +13%
WA
561
Wasatch Advisors
Utah
$6.48M -$76.7K -1,559 -1%
MMA
562
Miracle Mile Advisors
California
$6.45M +$2.36M +47,945 +56%
BCM
563
Banyan Capital Management
Georgia
$6.44M +$189K +3,841 +3%
RE
564
RBC Europe
United Kingdom
$6.44M -$275K -5,595 -4%
GT
565
Glenview Trust
Kentucky
$6.39M -$249K -5,058 -4%
Wealthfront Advisers
566
Wealthfront Advisers
California
$6.39M +$963K +19,570 +17%
PP
567
Palladium Partners
Virginia
$6.31M -$300K -6,104 -4%
PI
568
PGGM Investments
Netherlands
$6.28M +$6.39M +130,000 New
CDH
569
Charles D. Hyman
$6.26M -$1.2M -24,436 -16%
LI
570
Lafayette Investments
Maryland
$6.23M -$181K -3,680 -3%
WB
571
WesBanco Bank
West Virginia
$6.19M -$5.63M -114,455 -47%
AIL
572
AGF Investments LLC
Ontario, Canada
$6.17M +$1.02M +20,682 +19%
SCC
573
Steel Canyon Capital
Arizona
$6.16M -$1.11M -22,521 -15%
BWM
574
BerganKDV Wealth Management
Minnesota
$6.13M -$279K -5,669 -4%
CAN
575
Cetera Advisor Networks
California
$6.12M -$214K -4,344 -3%

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.