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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
RE
551
RBC Europe
United Kingdom
$6.31M -$1.92K -41 -0%
TC
552
TownSquare Capital
Utah
$6.29M -$4.3M -91,856 -41%
FG
553
Fiduciary Group
Georgia
$6.27M +$439K +9,389 +8%
BFG
554
Beacon Financial Group
Texas
$6.26M +$50.5K +1,079 +0.8%
MYAM
555
Meiji Yasuda Asset Management
Japan
$6.22M -$462K -9,884 -7%
GIP
556
Greatmark Investment Partners
Georgia
$6.18M +$602K +12,872 +11%
PI
557
PGGM Investments
Netherlands
$6.15M
BC
558
Burleson & Co
California
$6.15M -$5.74M -122,817 -48%
TCOV
559
Trust Company of Vermont
Vermont
$6.12M -$517K -11,049 -8%
MERSOM
560
Municipal Employees' Retirement System of Michigan
Michigan
$6.09M +$513K +10,970 +9%
Wealthfront Advisers
561
Wealthfront Advisers
California
$6.04M -$218K -4,656 -4%
TCM
562
Twin Capital Management
Pennsylvania
$6.01M -$3.7M -79,129 -38%
PSUF
563
People's United Financial
Connecticut
$5.95M -$3.04M -65,022 -34%
CDH
564
Charles D. Hyman
$5.89M -$235K -5,019 -4%
Twin Tree Management
565
Twin Tree Management
Texas
$5.87M +$324K +6,930 +6%
SC
566
Sepio Capital
Utah
$5.86M +$580K +12,392 +11%
PBT
567
Pictet Bank & Trust
Bahamas
$5.84M +$88.9K +1,900 +2%
BCM
568
Blume Capital Management
California
$5.81M -$18.5K -395 -0.3%
AFG
569
American Financial Group
Ohio
$5.77M
OA
570
Oak Associates
Ohio
$5.72M -$135K -2,893 -2%
WB
571
WesBanco Bank
West Virginia
$5.72M -$336K -7,178 -6%
GT
572
Glenview Trust
Kentucky
$5.72M -$536K -11,453 -9%
OC
573
Oppenheimer & Co
New York
$5.71M +$37.6K +803 +0.7%
PAG
574
Private Advisor Group
New Jersey
$5.69M -$131K -2,803 -2%
PP
575
Palladium Partners
Virginia
$5.68M -$495K -10,577 -8%

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.