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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
RSVP
601
Ramsay Stattman Vela & Price
Colorado
$5.28M +$54.8K +1,164 +1%
Squarepoint
602
Squarepoint
New York
$5.27M -$12.9M -273,186 -72%
CAN
603
Cetera Advisor Networks
California
$5.25M -$264K -5,600 -5%
IFAM
604
Institutional & Family Asset Management
Colorado
$5.23M -$29.7K -630 -0.6%
GIM
605
Greylin Investment Management
Virginia
$5.23M -$255K -5,405 -5%
CB
606
Cadence Bank
Mississippi
$5.22M +$153K +3,238 +3%
FCBT
607
First Citizens Bank & Trust
North Carolina
$5.22M +$74.8K +1,587 +2%
EGA
608
Eagle Global Advisors
Texas
$5.18M -$172K -3,646 -3%
CANC
609
Culbertson A N & Co
Virginia
$5.18M +$19.4K +412 +0.4%
WAS
610
Wesleyan Assurance Society
United Kingdom
$5.17M
WJWM
611
Williams Jones Wealth Management
New York
$5.17M +$4.83M +102,429 New
EARNEST Partners
612
EARNEST Partners
Georgia
$5.16M +$8.57K +182 +0.2%
LW
613
Linscomb Wealth
Texas
$5.15M +$453K +9,619 +10%
PAM
614
Peak Asset Management
Colorado
$5.13M -$40.3K -856 -0.8%
TU
615
TDAM USA
Ontario, Canada
$5.12M +$9.75K +207 +0.2%
EWM
616
Evercore Wealth Management
New York
$5.11M -$113K -2,409 -2%
AAF
617
Andra AP-fonden
Sweden
$5.11M -$801K -17,000 -14%
PSUF
618
People's United Financial
Connecticut
$5.07M -$1.18M -25,034 -20%
CIA
619
Capital Investment Advisors
Georgia
$5.07M +$807K +17,121 +21%
NSEDCP
620
NJ State Employees Deferred Compensation Plan
New Jersey
$5.04M
MAM
621
Mark Asset Management
New York
$5.04M +$4.71M +100,000 New
MAM
622
Majedie Asset Management
United Kingdom
$5.02M +$438K +9,293 +10%
PAM
623
Private Asset Management
California
$4.97M +$257K +5,461 +6%
BFS
624
Bradley Foster & Sargent
Connecticut
$4.97M -$412K -8,744 -8%
ACP
625
Ashfield Capital Partners
California
$4.91M -$10.7K -227 -0.2%

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.