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Wells Fargo

2,007 hedge funds and large institutions have $162B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 526 increasing their positions, 1,033 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 160

7% more funds holding in top 10

Funds holding in top 10: 133142 (+9)

2% more funds holding

Funds holding: 1,9742,007 (+33)

0.24% less ownership

Funds ownership: 75.38%75.14% (-0.24%)

15% less capital invested

Capital invested by funds: $191B → $162B (-$28.5B)

21% less call options, than puts

Call options by funds: $2.04B | Put options by funds: $2.59B

49% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 1,033

Holders
2,007
Holders Change
+33
Holders Change %
+1.67%
% of All Funds
44.71%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
3.16%
New
214
Increased
526
Reduced
1,033
Closed
160
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M
Name Holding Trade Value Shares
Change
Change in
Stake
AMM
651
American Money Management
California
$4.64M +$110K +2,145 +2%
MI
652
M3F Inc
Utah
$4.63M +$5.15M +100,500 New
AIM
653
Assured Investment Management
New York
$4.62M +$3.25M +63,390 +172%
BTNA
654
Bremer Trust National Association
Minnesota
$4.62M +$901K +17,590 +21%
NSEDCP
655
NJ State Employees Deferred Compensation Plan
New Jersey
$4.61M
IFAM
656
Institutional & Family Asset Management
Colorado
$4.61M +$86K +1,679 +2%
UCI
657
Uncommon Cents Investing
Wisconsin
$4.57M -$293K -5,725 -5%
NEI
658
Northwest & Ethical Investments
Ontario, Canada
$4.57M -$463K -9,039 -8%
Capstone Investment Advisors
659
Capstone Investment Advisors
New York
$4.56M +$1.85M +36,144 +57%
CIA
660
Capital Investment Advisors
Georgia
$4.52M -$86.5K -1,688 -2%
ACP
661
Ashfield Capital Partners
California
$4.51M +$187K +3,648 +4%
PCM
662
Punch Card Management
Florida
$4.46M +$4.95M +96,708 +254,495%
AP
663
Advisor Partners
California
$4.41M -$726K -14,171 -13%
SCM
664
Schnieders Capital Management
California
$4.39M -$291K -5,688 -6%
GIP
665
Granite Investment Partners
California
$4.39M -$44.2K -862 -0.9%
PP
666
Patten & Patten
Tennessee
$4.36M -$215K -4,190 -4%
RCM
667
Riverhead Capital Management
Delaware
$4.35M -$754K -14,712 -13%
OTPPB
668
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.34M +$4.62M +90,164 +2,209%
PA
669
PFG Advisors
Arizona
$4.33M +$4.52M +88,179 New
ATC
670
Argent Trust Co
Tennessee
$4.3M +$25.7K +502 +0.5%
GJCM
671
Grand Jean Capital Management
California
$4.25M -$343K -6,698 -7%
GH
672
Grosvenor Holdings
Illinois
$4.25M
FNT
673
First National Trust
Pennsylvania
$4.24M -$763K -14,892 -14%
GH
674
GAM Holding
Switzerland
$4.21M -$1.07M -20,931 -19%
MHIC
675
Marble Harbor Investment Counsel
Massachusetts
$4.2M -$56.3K -1,100 -1%

WFC Hedge Fund Activity: Q4 2018 in Review

2,007 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2018, worth a combined $162B — down 15% from $191B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new WFC positions and 160 closed out — a net gain of 54 holders — while 526 added to existing stakes and 1,033 trimmed.

The largest buyer was Primecap Management, adding an estimated $356M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 2,007 institutional investors held Wells Fargo (WFC) as of Q4 2018, up from 1,974 in Q3 2018.
  • Funds reported $162B of Wells Fargo stock for Q4 2018, down 15% quarter-over-quarter.
  • 214 funds opened new Wells Fargo positions in Q4 2018 and 160 closed out, a net change of +54 holders.
  • The largest Wells Fargo buyer in Q4 2018 was Primecap Management, an estimated $356M added.
  • The largest Wells Fargo seller in Q4 2018 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q4 2018.