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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
BS
626
Banco Santander
Spain
$4.68M +$3.3M +70,595 +250%
DWT
627
Dorsey & Whitney Trust
South Dakota
$4.66M -$54.1K -1,156 -1%
ACP
628
Ashfield Capital Partners
California
$4.62M -$6.41K -137 -0.1%
UCI
629
Uncommon Cents Investing
Wisconsin
$4.59M -$57.5K -1,230 -1%
WIC
630
Woodmont Investment Counsel
Tennessee
$4.59M +$636K +13,591 +16%
NCM
631
Narwhal Capital Management
Georgia
$4.57M -$222K -4,749 -5%
NEI
632
Northwest & Ethical Investments
Ontario, Canada
$4.51M -$52K -1,111 -1%
BC
633
Bartlett & Co
Ohio
$4.51M -$390K -8,331 -8%
BCWM
634
Bartlett & Co Wealth Management
Ohio
$4.51M -$390K -8,331 -8%
CCP
635
Corient Capital Partners
California
$4.51M +$456K +9,749 +11%
PC
636
Pecaut & Co
Iowa
$4.48M -$22.1K -472 -0.5%
NIPH
637
NN Investment Partners Holdings
Netherlands
$4.47M -$2.94M -62,969 -40%
AIM
638
Axiom Investment Management
New York
$4.46M -$441K -9,428 -9%
SCM
639
Schnieders Capital Management
California
$4.43M -$71.6K -1,531 -2%
PAM
640
Private Asset Management
California
$4.41M -$184K -3,925 -4%
BHIA
641
Birch Hill Investment Advisors
Massachusetts
$4.41M -$128K -2,731 -3%
CIA
642
Cascade Investment Advisors
Oregon
$4.4M +$69.4K +1,485 +2%
LW
643
Linscomb Wealth
Texas
$4.38M +$193K +4,135 +5%
GH
644
Grosvenor Holdings
Illinois
$4.36M
LDB
645
Lee, Danner & Bass
Tennessee
$4.32M -$126K -2,690 -3%
GIP
646
Granite Investment Partners
California
$4.31M -$121K -2,593 -3%
MHIC
647
Marble Harbor Investment Counsel
Massachusetts
$4.3M -$28.5K -610 -0.7%
LBC
648
Lowe Brockenbrough & Co
Virginia
$4.3M
IA
649
IndexIQ Advisors
New York
$4.3M +$16.5K +353 +0.4%
CA
650
Clearstead Advisors
Ohio
$4.3M -$57.7K -1,234 -1%

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.