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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
FA
651
FDx Advisors
Illinois
$4.38M -$3.18M -67,476 -44%
AIA
652
Allied Investment Advisors
Montana
$4.36M +$131K +2,785 +3%
HRC
653
Hoertkorn Richard Charles
$4.36M -$25.9K -550 -0.6%
Credit Agricole
654
Credit Agricole
France
$4.34M -$748K -15,877 -16%
CAPTRUST Financial Advisors
655
CAPTRUST Financial Advisors
North Carolina
$4.32M -$144K -3,058 -3%
GG
656
Greenwood Gearhart
Arkansas
$4.3M -$3.67M -77,928 -48%
GIP
657
Granite Investment Partners
California
$4.3M -$281K -5,968 -7%
NEI
658
Northwest & Ethical Investments
Ontario, Canada
$4.26M -$516K -10,943 -11%
IG
659
ING Group
Netherlands
$4.24M -$24.3M -515,907 -86%
AMAL
660
Asset Management Advisors LLC
Oklahoma
$4.23M +$6.12K +130 +0.2%
DA
661
Duality Advisers
Florida
$4.22M +$3.94M +83,710 New
PA
662
Pinnacle Associates
New York
$4.18M +$18K +382 +0.5%
GWM
663
Geneos Wealth Management
Colorado
$4.17M -$181K -3,849 -4%
FWCM
664
Ferguson Wellman Capital Management
Oregon
$4.14M +$1.26M +26,733 +48%
AF
665
Alerus Financial
North Dakota
$4.13M +$335K +7,110 +10%
GCIA
666
Gabelli & Co Investment Advisers
New York
$4.12M
VFA
667
Valeo Financial Advisors
Indiana
$4.12M +$221K +4,682 +6%
CIP
668
Chartwell Investment Partners
Pennsylvania
$4.12M -$336K -7,135 -8%
CBB
669
Citizens Business Bank
California
$4.1M +$270K +5,722 +8%
DIM
670
Delta Investment Management
California
$4.09M +$1.85M +39,251 +94%
OIM
671
Opus Investment Management
Massachusetts
$4.04M
RCC
672
Red Cedar Capital
Nebraska
$4.03M
VAS
673
Vestmark Advisory Solutions
Massachusetts
$4M +$968K +20,538 +35%
BUB
674
BBVA USA Bancshares
Texas
$4M +$89.8K +1,906 +2%
GJCM
675
Grand Jean Capital Management
California
$3.98M +$47 +1 +0%

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.