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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
AMI
651
Amica Mutual Insurance
Rhode Island
$4.83M -$1.94M -39,456 -28%
DWT
652
Dorsey & Whitney Trust
South Dakota
$4.82M -$76.7K -1,560 -2%
HT
653
HAP Trading
New York
$4.78M +$4.86M +98,874 New
FMC
654
First Merchants Corp
Indiana
$4.76M -$182K -3,704 -4%
UCI
655
Uncommon Cents Investing
Wisconsin
$4.75M -$44.5K -905 -0.9%
ACP
656
Ashfield Capital Partners
California
$4.72M -$14.5K -295 -0.3%
PAM
657
Private Asset Management
California
$4.69M -$495K -10,062 -9%
NEI
658
Northwest & Ethical Investments
Ontario, Canada
$4.66M -$132K -2,674 -3%
SIP
659
Stoneridge Investment Partners
Pennsylvania
$4.65M +$2.33M +47,298 +97%
BHIA
660
Birch Hill Investment Advisors
Massachusetts
$4.63M -$325K -6,600 -6%
WT
661
Washington Trust
Rhode Island
$4.63M -$833K -16,933 -15%
SCM
662
Schnieders Capital Management
California
$4.6M -$4.82K -98 -0.1%
PC
663
Pecaut & Co
Iowa
$4.6M +$286K +5,825 +7%
HRC
664
Hoertkorn Richard Charles
$4.56M -$484K -9,850 -9%
TIM
665
Tikehau Investment Management
France
$4.55M -$6.31M -128,300 -58%
LDB
666
Lee, Danner & Bass
Tennessee
$4.54M -$413K -8,400 -8%
YIA
667
YHB Investment Advisors
Connecticut
$4.54M +$257K +5,217 +6%
NC
668
Northpointe Capital
Michigan
$4.54M +$2.47M +50,271 +115%
GIP
669
Granite Investment Partners
California
$4.53M -$69.6K -1,415 -1%
BPCE
670
Bank Pictet & Cie (Europe)
Germany
$4.53M +$487K +9,905 +12%
Credit Agricole
671
Credit Agricole
France
$4.51M +$1.25M +25,350 +37%
AP
672
Advisor Partners
California
$4.5M -$122K -2,485 -3%
ATC
673
Argent Trust Co
Tennessee
$4.48M -$26.9K -546 -0.6%
GH
674
Grosvenor Holdings
Illinois
$4.46M
CA
675
Clearstead Advisors
Ohio
$4.45M +$50.5K +1,027 +1%

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.