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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
RCM
601
Riverhead Capital Management
Delaware
$5.62M +$1.08M +21,970 +23%
FNT
602
First Nebraska Trust
Nebraska
$5.61M +$18.1K +367 +0.3%
PFM
603
Parsec Financial Management
North Carolina
$5.59M -$671K -13,639 -11%
HAI
604
Hennessy Advisors Inc
California
$5.58M +$5.18M +105,400 +1,054%
GIM
605
Grassi Investment Management
California
$5.56M -$381K -7,755 -6%
BA
606
Boston Advisors
Massachusetts
$5.52M -$161K -3,283 -3%
VV
607
Verity & Verity
South Carolina
$5.5M -$1.78M -36,139 -24%
DWM
608
Dorchester Wealth Management
Quebec, Canada
$5.48M +$139K +2,830 +3%
Qube Research & Technologies (QRT)
609
Qube Research & Technologies (QRT)
United Kingdom
$5.47M +$3.55M +72,246 +177%
FCBT
610
First Citizens Bank & Trust
North Carolina
$5.47M +$466K +9,465 +9%
TU
611
TDAM USA
Ontario, Canada
$5.45M -$879K -17,879 -14%
SCI
612
S&CO Inc
Massachusetts
$5.45M -$50.7K -1,030 -0.9%
GIM
613
Greylin Investment Management
Virginia
$5.44M -$116K -2,350 -2%
WCM
614
Weik Capital Management
Pennsylvania
$5.4M +$158K +3,209 +3%
EGA
615
Eagle Global Advisors
Texas
$5.39M -$3.34K -68 -0.1%
SC
616
Sepio Capital
Utah
$5.38M -$7.48M -152,022 -58%
GEM
617
Global Endowment Management
North Carolina
$5.38M +$4.75M +96,600 +657%
RCA
618
Rowland Carmichael Advisors
Arizona
$5.33M +$148 +3 +0%
RCM
619
Rings Capital Management
Illinois
$5.32M +$246K +5,000 +5%
FG
620
FSI Group
Ohio
$5.3M -$1.57K -32 -0%
Flossbach Von Storch
621
Flossbach Von Storch
Germany
$5.26M -$984K -20,000 -16%
BNP Paribas Asset Management
622
BNP Paribas Asset Management
France
$5.24M -$507K -10,309 -9%
QI
623
Quilter Investors
United Kingdom
$5.23M -$136K -2,757 -2%
AC
624
Alley Company
Illinois
$5.2M +$14.6K +297 +0.3%
NB
625
NBT Bank
New York
$5.18M -$222K -4,519 -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.