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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
CIP
626
Convergence Investment Partners
Florida
$4.87M -$412K -8,750 -8%
UCI
627
Uncommon Cents Investing
Wisconsin
$4.84M -$48.1K -1,020 -1%
FWM
628
Frontier Wealth Management
Missouri
$4.82M +$1.18M +25,012 +35%
SCM
629
Schnieders Capital Management
California
$4.81M +$77.7K +1,650 +2%
KFP
630
KMG Fiduciary Partners
Ohio
$4.8M +$1.12M +23,676 +33%
CP
631
Cumberland Partners
Ontario, Canada
$4.8M +$1.18M +25,134 +36%
KRSITF
632
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.77M +$482K +10,239 +12%
CIA
633
Cascade Investment Advisors
Oregon
$4.72M +$115K +2,442 +3%
MHIC
634
Marble Harbor Investment Counsel
Massachusetts
$4.68M +$82.4K +1,750 +2%
BHIA
635
Birch Hill Investment Advisors
Massachusetts
$4.63M -$64.9K -1,378 -1%
CWM
636
Concentric Wealth Management
California
$4.59M +$16K +339 +0.4%
LBC
637
Lowe Brockenbrough & Co
Virginia
$4.59M
CK
638
Cohen Klingenstein
New York
$4.58M
BCM
639
Brookmont Capital Management
Texas
$4.58M +$523K +11,107 +14%
KS
640
Karpas Strategies
Connecticut
$4.56M +$1.7K +36 +0%
NCM
641
Narwhal Capital Management
Georgia
$4.56M -$291K -6,177 -6%
ATC
642
Argent Trust Co
Tennessee
$4.55M +$15.7K +333 +0.4%
PTB
643
Pioneer Trust Bank
Oregon
$4.53M +$512K +10,870 +14%
ECM
644
Elgethun Capital Management
South Dakota
$4.52M +$172K +3,643 +4%
AC
645
Addenda Capital
Quebec, Canada
$4.49M -$670K -14,214 -14%
WT
646
Washington Trust
Rhode Island
$4.47M -$38.3K -814 -0.9%
LDB
647
Lee, Danner & Bass
Tennessee
$4.45M -$151K -3,209 -4%
CA
648
Clearstead Advisors
Ohio
$4.45M -$131K -2,779 -3%
GFA
649
Gifford Fong Associates
California
$4.44M
MHC
650
Meyer Handelman Company
New York
$4.42M

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.