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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
ECM
576
Estabrook Capital Management
New York
$5.66M -$161K -3,448 -3%
FTIOP
577
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.66M -$291K -6,230 -5%
EHC
578
Everett Harris & Co
California
$5.63M -$3.15M -67,400 -36%
CI
579
Cigna Investments
Connecticut
$5.61M -$329K -7,039 -6%
AAF
580
Andra AP-fonden
Sweden
$5.59M +$1.57M +33,500 +40%
AWM
581
AE Wealth Management
Kansas
$5.58M +$3.87M +82,655 +235%
AC
582
Alley Company
Illinois
$5.57M +$472K +10,092 +9%
LA
583
Lynch & Associates
Indiana
$5.53M -$293K -6,273 -5%
CIC
584
Cornercap Investment Counsel
Georgia
$5.52M -$31.6K -676 -0.6%
FNFDCM
585
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.46M -$326K -6,980 -6%
DWM
586
Dorchester Wealth Management
Quebec, Canada
$5.44M +$70.6K +1,510 +1%
MPM
587
Meritage Portfolio Management
Kansas
$5.42M +$2.34M +49,996 +77%
FNT
588
First Nebraska Trust
Nebraska
$5.38M -$112K -2,389 -2%
CIM
589
Cambria Investment Management
California
$5.36M +$450K +9,628 +9%
SCI
590
S&CO Inc
Massachusetts
$5.32M -$16.4K -350 -0.3%
WCM
591
Weik Capital Management
Pennsylvania
$5.31M +$21.9K +468 +0.4%
KFP
592
Keystone Financial Planning
Ohio
$5.28M +$5.22M +111,588 New
CAN
593
Cetera Advisor Networks
California
$5.2M -$788K -16,846 -13%
SF
594
Synovus Financial
Georgia
$5.19M +$161K +3,436 +3%
GIM
595
Greylin Investment Management
Virginia
$5.16M -$166K -3,560 -3%
LI
596
Lafayette Investments
Maryland
$5.15M -$942K -20,153 -16%
BPCE
597
Bank Pictet & Cie (Europe)
Germany
$5.13M +$680K +14,547 +16%
BWM
598
BerganKDV Wealth Management
Minnesota
$5.12M -$870K -18,598 -15%
BFIM
599
Beese Fulmer Investment Management
Ohio
$5.1M +$90K +1,925 +2%
Flossbach Von Storch
600
Flossbach Von Storch
Germany
$5.08M -$62.7K -1,340 -1%

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.