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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
WP
576
WealthPLAN Partners
Nebraska
$5.73M +$3.16M +67,142 +167%
MYAM
577
Meiji Yasuda Asset Management
Japan
$5.71M -$859K -18,235 -14%
AMM
578
American Money Management
California
$5.69M +$519K +11,019 +11%
HAI
579
Hennessy Advisors Inc
California
$5.68M +$250K +5,300 +5%
WCM
580
Weik Capital Management
Pennsylvania
$5.67M +$10.4K +221 +0.2%
AP
581
Advisor Partners
California
$5.65M +$1.4M +29,793 +36%
CG
582
Cutler Group
California
$5.64M +$4.99M +105,847 +1,765%
FTIOP
583
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.62M -$388K -8,236 -7%
FNFDCM
584
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.62M -$196K -4,169 -4%
FNT
585
First Nebraska Trust
Nebraska
$5.61M -$112K -2,385 -2%
SCI
586
S&CO Inc
Massachusetts
$5.61M -$52.2K -1,108 -1%
BFIM
587
Beese Fulmer Investment Management
Ohio
$5.6M +$151K +3,195 +3%
AC
588
Allstate Corporation
Illinois
$5.6M +$4.46M +94,641 +580%
AWM
589
AE Wealth Management
Kansas
$5.6M -$323K -6,858 -6%
SF
590
Synovus Financial
Georgia
$5.59M +$47.5K +1,008 +0.9%
BPCE
591
Bank Pictet & Cie (Europe)
Germany
$5.55M +$79.8K +1,693 +2%
BWM
592
BerganKDV Wealth Management
Minnesota
$5.51M +$40.9K +868 +0.8%
Flossbach Von Storch
593
Flossbach Von Storch
Germany
$5.45M +$25.9K +550 +0.5%
DWT
594
Dorsey & Whitney Trust
South Dakota
$5.37M +$368K +7,806 +8%
WIC
595
Woodmont Investment Counsel
Tennessee
$5.36M +$436K +9,245 +10%
LI
596
Lafayette Investments
Maryland
$5.36M -$120K -2,550 -2%
CCP
597
Corient Capital Partners
California
$5.34M +$502K +10,658 +11%
PIA
598
Piedmont Investment Advisors
North Carolina
$5.31M +$238K +5,047 +5%
ISB
599
Iowa State Bank
Iowa
$5.3M -$44.6K -947 -0.9%
BCM
600
Bluefin Capital Management
New York
$5.3M +$4.48M +95,176 +964%

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.