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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
HAI
601
Hennessy Advisors Inc
California
$5.08M -$374K -8,000 -7%
BFS
602
Bradley Foster & Sargent
Connecticut
$5.08M -$578K -12,357 -10%
EGA
603
Eagle Global Advisors
Texas
$5.04M -$241K -5,152 -5%
Marshall Wace
604
Marshall Wace
United Kingdom
$5.02M +$4.96M +106,126 New
ISB
605
Iowa State Bank
Iowa
$5.02M +$15.2K +324 +0.3%
Group One Trading
606
Group One Trading
Illinois
$5.01M +$2.04M +43,611 +70%
CIP
607
Convergence Investment Partners
Florida
$4.98M +$1.72M +36,712 +54%
IFAM
608
Institutional & Family Asset Management
Colorado
$4.94M +$151K +3,236 +3%
HI
609
Horizon Investments
North Carolina
$4.93M +$3.57M +76,436 +275%
EWM
610
Evercore Wealth Management
New York
$4.9M -$104K -2,231 -2%
RSVP
611
Ramsay Stattman Vela & Price
Colorado
$4.89M -$59.6K -1,275 -1%
AC
612
Addenda Capital
Quebec, Canada
$4.88M -$858K -18,349 -15%
PAM
613
Peak Asset Management
Colorado
$4.86M -$196K -4,198 -4%
WAS
614
Wesleyan Assurance Society
United Kingdom
$4.85M
CANC
615
Culbertson A N & Co
Virginia
$4.84M -$95K -2,032 -2%
EARNEST Partners
616
EARNEST Partners
Georgia
$4.83M -$7.34K -157 -0.2%
Credit Agricole
617
Credit Agricole
France
$4.82M +$406K +8,676 +9%
AMM
618
American Money Management
California
$4.82M +$17.6K +376 +0.4%
FCBT
619
First Citizens Bank & Trust
North Carolina
$4.82M -$528K -11,289 -10%
FANJ
620
Financial Architects (New Jersey)
New Jersey
$4.79M -$5.6M -119,800 -54%
TU
621
TDAM USA
Ontario, Canada
$4.79M -$542K -11,588 -10%
CB
622
Cadence Bank
Mississippi
$4.74M +$1.46M +31,122 +45%
PIA
623
Piedmont Investment Advisors
North Carolina
$4.74M -$302K -6,448 -6%
NSEDCP
624
NJ State Employees Deferred Compensation Plan
New Jersey
$4.73M
RCA
625
Rowland Carmichael Advisors
Arizona
$4.71M -$510K -10,896 -10%

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.