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
Flossbach Von Storch
576
Flossbach Von Storch
Germany
$5.94M -$768K -15,000 -10%
Kovitz Investment Group Partners
577
Kovitz Investment Group Partners
Illinois
$5.9M +$4.91M +95,841 +298%
TC
578
TownSquare Capital
Utah
$5.83M +$6.06M +118,410 New
ECM
579
Estabrook Capital Management
New York
$5.79M -$706K -13,789 -10%
LA
580
Lynch & Associates
Indiana
$5.76M -$675K -13,177 -10%
APFBOT
581
Amica Pension Fund Board of Trustees
Rhode Island
$5.74M -$725K -14,151 -10%
DC
582
DPM Capital
Florida
$5.72M +$6.36M +124,200 New
TRCT
583
Tower Research Capital (TRC)
New York
$5.7M +$5.11M +99,751 +415%
OA
584
Oak Associates
Ohio
$5.7M -$32.3K -630 -0.5%
BFS
585
Bradley Foster & Sargent
Connecticut
$5.68M -$3.89K -76 -0.1%
GIM
586
Grassi Investment Management
California
$5.66M -$63K -1,230 -1%
BCM
587
Blume Capital Management
California
$5.62M +$60.2K +1,175 +1%
AFG
588
American Financial Group
Ohio
$5.62M
CI
589
Conning Inc
Connecticut
$5.59M -$26.5M -517,567 -81%
Walleye Trading
590
Walleye Trading
New York
$5.54M -$985K -19,222 -14%
LM
591
Lincluden Management
Ontario, Canada
$5.48M -$3.57M -69,749 -37%
OIMU
592
Orbis Investment Management (US)
California
$5.48M
BCWM
593
Bartlett & Co Wealth Management
Ohio
$5.47M -$555K -10,829 -8%
BC
594
Bartlett & Co
Ohio
$5.47M -$555K -10,829 -8%
CIC
595
Cornercap Investment Counsel
Georgia
$5.45M -$57K -1,112 -0.9%
VFA
596
Voya Financial Advisors
Connecticut
$5.44M +$228K +4,442 +4%
BNP Paribas Asset Management
597
BNP Paribas Asset Management
France
$5.44M +$168K +3,288 +3%
BA
598
Boston Advisors
Massachusetts
$5.42M -$612K -11,955 -9%
HIC
599
Harbor Island Capital
Massachusetts
$5.38M
ACM
600
Azimuth Capital Management
Michigan
$5.35M -$7.48M -145,996 -56%

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.