We are live on ! Find out more
WFC icon

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
FTIOP
576
Fiduciary Trust International of Pennsylvania
Pennsylvania
$6.08M -$395K -8,038 -6%
DC
577
DPM Capital
Florida
$6M
OA
578
Oak Associates
Ohio
$5.98M +$10.6K +215 +0.2%
PAG
579
Private Advisor Group
New Jersey
$5.96M +$394K +8,010 +7%
LA
580
Lynch & Associates
Indiana
$5.95M -$89.5K -1,820 -1%
BCM
581
Blume Capital Management
California
$5.95M +$56K +1,139 +0.9%
FG
582
Fiduciary Group
Georgia
$5.95M +$400K +8,127 +7%
ECM
583
Estabrook Capital Management
New York
$5.95M -$120K -2,437 -2%
CI
584
Cigna Investments
Connecticut
$5.94M -$424K -8,625 -7%
FNFDCM
585
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.92M -$405K -8,234 -6%
VFA
586
Voya Financial Advisors
Connecticut
$5.9M +$70.9K +1,442 +1%
AFG
587
American Financial Group
Ohio
$5.89M
SFS
588
Sowell Financial Services
Arkansas
$5.89M +$721K +14,668 +14%
AC
589
Addenda Capital
Quebec, Canada
$5.87M +$284K +5,773 +5%
PBT
590
Pictet Bank & Trust
Bahamas
$5.87M +$611K +12,420 +11%
MI
591
M3F Inc
Utah
$5.82M +$984K +20,000 +20%
OC
592
Oppenheimer & Co
New York
$5.79M -$633K -12,880 -10%
BFS
593
Bradley Foster & Sargent
Connecticut
$5.78M -$184K -3,742 -3%
SGAM
594
Steinberg Global Asset Management
Florida
$5.72M +$139K +2,832 +2%
GIP
595
Greatmark Investment Partners
Georgia
$5.69M +$235K +4,769 +4%
MERSOM
596
Municipal Employees' Retirement System of Michigan
Michigan
$5.69M -$2.9M -58,900 -33%
CIC
597
Cornercap Investment Counsel
Georgia
$5.67M -$48.9K -995 -0.8%
Twin Tree Management
598
Twin Tree Management
Texas
$5.66M +$4.42M +89,962 +330%
HIC
599
Harbor Island Capital
Massachusetts
$5.64M
CI
600
Conning Inc
Connecticut
$5.62M -$245K -4,991 -4%

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.