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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
MHIC
676
Marble Harbor Investment Counsel
Massachusetts
$4.42M +$16.3K +331 +0.4%
CIA
677
Cascade Investment Advisors
Oregon
$4.42M +$8.61K +175 +0.2%
LBC
678
Lowe Brockenbrough & Co
Virginia
$4.39M
NIT
679
NumerixS Investment Technologies
British Columbia, Canada
$4.39M +$4.16M +84,600 +1,763%
IA
680
IndexIQ Advisors
New York
$4.38M -$2.12M -43,120 -32%
KS
681
Karpas Strategies
Connecticut
$4.37M +$1.43K +29 +0%
SIC
682
Salem Investment Counselors
North Carolina
$4.36M +$88K +1,789 +2%
PP
683
Patten & Patten
Tennessee
$4.35M -$225K -4,565 -5%
MHC
684
Meyer Handelman Company
New York
$4.35M +$24.6K +500 +0.6%
CAPTRUST Financial Advisors
685
CAPTRUST Financial Advisors
North Carolina
$4.35M +$472K +9,596 +12%
CWM
686
Concentric Wealth Management
California
$4.3M +$101K +2,044 +2%
LW
687
Linscomb Wealth
Texas
$4.27M +$123K +2,498 +3%
CIA
688
Capital Investment Advisors
Georgia
$4.26M -$480K -9,751 -10%
BUB
689
BBVA USA Bancshares
Texas
$4.26M +$61.8K +1,257 +1%
BBNA
690
Bremer Bank National Association
Minnesota
$4.26M +$4.33M +87,957 New
GFA
691
Gifford Fong Associates
California
$4.25M
GWM
692
Geneos Wealth Management
Colorado
$4.21M -$219K -4,446 -5%
CIP
693
Chartwell Investment Partners
Pennsylvania
$4.18M +$43.6K +886 +1%
CCP
694
Corient Capital Partners
California
$4.13M +$319K +6,482 +8%
GJCM
695
Grand Jean Capital Management
California
$4.12M -$340K -6,915 -7%
AAF
696
Andra AP-fonden
Sweden
$4.09M +$4.17M +84,700 New
FNT
697
First National Trust
Pennsylvania
$4.04M -$414K -8,422 -9%
DR
698
Davis Rea
Ontario, Canada
$4.03M +$27.9K +567 +0.7%
WIC
699
Woodmont Investment Counsel
Tennessee
$4.03M +$24.1K +489 +0.6%
AMAL
700
Asset Management Advisors LLC
Oklahoma
$4.01M +$34.2K +695 +0.8%

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.