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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
AIA
626
Avalon Investment & Advisory
Texas
$5.17M -$1.13M -23,037 -18%
PAM
627
Peak Asset Management
Colorado
$5.16M +$292K +5,947 +6%
PIA
628
Piedmont Investment Advisors
North Carolina
$5.15M +$2.15M +43,640 +69%
UB
629
UMB Bank
Missouri
$5.14M -$349K -7,094 -6%
SF
630
Synovus Financial
Georgia
$5.14M +$145K +2,941 +3%
HR
631
Howe & Rusling
New York
$5.13M +$3.48M +70,772 +199%
BFIM
632
Beese Fulmer Investment Management
Ohio
$5.12M +$5.21M +105,903 New
EWM
633
Evercore Wealth Management
New York
$5.12M -$155K -3,148 -3%
ISB
634
Iowa State Bank
Iowa
$5.11M -$23.3K -473 -0.4%
KSCM
635
Kamunting Street Capital Management
Florida
$5.07M -$3.44M -70,000 -40%
RSVP
636
Ramsay Stattman Vela & Price
Colorado
$5.06M +$100K +2,043 +2%
CANC
637
Culbertson A N & Co
Virginia
$5.04M -$135K -2,750 -3%
AIM
638
Axiom Investment Management
New York
$5.02M -$23.5K -478 -0.5%
PA
639
Profund Advisors
Maryland
$5.01M +$131K +2,672 +3%
BC
640
Bartlett & Co
Ohio
$5.01M -$740K -15,038 -13%
CIM
641
Cambria Investment Management
California
$5.01M +$90.5K +1,841 +2%
BCWM
642
Bartlett & Co Wealth Management
Ohio
$5.01M -$740K -15,038 -13%
ISL
643
Ingalls & Snyder LLC
New York
$4.98M -$2.7M -54,908 -35%
WAS
644
Wesleyan Assurance Society
United Kingdom
$4.95M +$5.04M +102,500 New
EARNEST Partners
645
EARNEST Partners
Georgia
$4.95M
CCM
646
Cadence Capital Management
Massachusetts
$4.92M -$179K -3,645 -3%
AMM
647
American Money Management
California
$4.9M +$37.8K +768 +0.8%
NCM
648
Narwhal Capital Management
Georgia
$4.9M -$6.3K -128 -0.1%
IFAM
649
Institutional & Family Asset Management
Colorado
$4.89M +$56.6K +1,151 +1%
NSEDCP
650
NJ State Employees Deferred Compensation Plan
New Jersey
$4.83M

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.