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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
551
American Financial Group
Ohio
$6.15M
HI
552
Horizon Investments
North Carolina
$6.15M +$889K +18,877 +18%
BCM
553
Blume Capital Management
California
$6.12M -$63.7K -1,352 -1%
WA
554
Wasatch Advisors
Utah
$6.12M -$703K -14,924 -11%
RE
555
RBC Europe
United Kingdom
$6.11M -$574K -12,183 -9%
LM
556
Lincluden Management
Ontario, Canada
$6.09M -$571K -12,110 -9%
PBT
557
Pictet Bank & Trust
Bahamas
$6.09M -$120K -2,550 -2%
OA
558
Oak Associates
Ohio
$6.09M -$5.56K -118 -0.1%
AC
559
Alley Company
Illinois
$6.08M +$141K +2,987 +3%
MI
560
M3F Inc
Utah
$6.08M -$1.39M -29,500 -20%
TCOV
561
Trust Company of Vermont
Vermont
$6.06M -$437K -9,273 -7%
CDH
562
Charles D. Hyman
$6.05M -$214K -4,553 -4%
Fisher Asset Management
563
Fisher Asset Management
Washington
$6.04M -$740K -15,699 -12%
TCM
564
Twin Capital Management
Pennsylvania
$5.96M -$416K -8,840 -7%
HEIP
565
Hudson Edge Investment Partners
New Jersey
$5.93M +$5.54M +117,660 New
WAM
566
Winslow Asset Management
Ohio
$5.9M -$838K -17,784 -13%
BCWM
567
Bartlett & Co Wealth Management
Ohio
$5.88M +$1M +21,302 +22%
BC
568
Bartlett & Co
Ohio
$5.88M +$1M +21,302 +22%
DWM
569
Dorchester Wealth Management
Quebec, Canada
$5.87M +$66.9K +1,420 +1%
ECM
570
ETrade Capital Management
Virginia
$5.85M +$2.21M +46,846 +68%
GT
571
Glenview Trust
Kentucky
$5.81M -$263K -5,580 -5%
KFP
572
Keystone Financial Planning
Ohio
$5.78M +$140K +2,967 +3%
WB
573
WesBanco Bank
West Virginia
$5.76M -$318K -6,742 -6%
CIC
574
Cornercap Investment Counsel
Georgia
$5.75M -$123K -2,614 -2%
CIM
575
Cambria Investment Management
California
$5.74M +$28.5K +605 +0.5%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.