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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
FNT
601
First Nebraska Trust
Nebraska
$5.33M -$155K -3,021 -3%
SGAM
602
Steinberg Global Asset Management
Florida
$5.32M -$76.2K -1,488 -1%
WT
603
Washington Trust
Rhode Island
$5.32M -$1.85M -36,202 -24%
PAG
604
Private Advisor Group
New Jersey
$5.3M -$838K -16,363 -12%
FG
605
Fiduciary Group
Georgia
$5.3M +$502K +9,804 +9%
GIM
606
Greylin Investment Management
Virginia
$5.3M -$200K -3,900 -3%
SCI
607
S&CO Inc
Massachusetts
$5.24M -$106K -2,072 -2%
AC
608
Addenda Capital
Quebec, Canada
$5.23M +$114K +2,232 +2%
GIP
609
Greatmark Investment Partners
Georgia
$5.21M +$955K +18,651 +20%
Wealthfront Advisers
610
Wealthfront Advisers
California
$5.19M +$5.77M +112,688 New
SFG
611
Sather Financial Group
Texas
$5.19M -$4.54M -88,632 -44%
NB
612
NBT Bank
New York
$5.15M -$609K -11,886 -10%
EGA
613
Eagle Global Advisors
Texas
$5.14M -$3.06M -59,827 -35%
CA
614
Continental Advisors
Utah
$5.12M +$205K +4,000 +4%
QI
615
Quilter Investors
United Kingdom
$5.12M +$5.69M +111,044 New
DWM
616
Dorchester Wealth Management
Quebec, Canada
$5.09M +$1.5M +29,382 +36%
RCA
617
Rowland Carmichael Advisors
Arizona
$5.08M +$205 +4 +0%
FG
618
FSI Group
Ohio
$5.06M +$5.63M +109,824 New
PFPT
619
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.03M -$1.7M -33,274 -23%
PBT
620
Pictet Bank & Trust
Bahamas
$5.03M +$10.2K +200 +0.2%
EWM
621
Evercore Wealth Management
New York
$5.02M -$422K -8,235 -7%
WCM
622
Weik Capital Management
Pennsylvania
$5M +$70.4K +1,374 +1%
SFS
623
Sowell Financial Services
Arkansas
$4.95M +$1.21M +23,530 +28%
AC
624
Alley Company
Illinois
$4.94M +$144K +2,803 +3%
PAM
625
Private Asset Management
California
$4.94M -$276K -5,397 -5%

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.