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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
676
Pinnacle Associates
New York
$3.9M -$24.8K -531 -0.6%
AP
677
Advisor Partners
California
$3.89M -$511K -10,918 -12%
GCIA
678
Gabelli & Co Investment Advisers
New York
$3.87M
PP
679
Patten & Patten
Tennessee
$3.87M -$395K -8,440 -9%
BBNA
680
Bremer Bank National Association
Minnesota
$3.8M -$357K -7,631 -9%
RC
681
RBF Capital
California
$3.79M -$2.81M -60,000 -43%
OIM
682
Opus Investment Management
Massachusetts
$3.79M
VF
683
Vilas Fund
Illinois
$3.79M +$552K +11,800 +17%
RCC
684
Red Cedar Capital
Nebraska
$3.78M +$356K +7,610 +11%
BCM
685
Brookmont Capital Management
Texas
$3.77M +$29.8K +638 +0.8%
CCM
686
Cadence Capital Management
Massachusetts
$3.76M -$1.05M -22,356 -22%
QT
687
Quantbot Technologies
New York
$3.74M +$2.26M +48,235 +157%
PTB
688
Pioneer Trust Bank
Oregon
$3.74M +$201K +4,295 +6%
GJCM
689
Grand Jean Capital Management
California
$3.74M -$295K -6,317 -7%
Tudor Investment Corp
690
Tudor Investment Corp
Connecticut
$3.71M -$4.87M -104,193 -57%
FCMT
691
Founders Capital Management (Texas)
Texas
$3.69M -$6.55K -140 -0.2%
CI
692
Conning Inc
Connecticut
$3.69M -$1.79M -38,298 -33%
FAAS
693
First Allied Advisory Services
California
$3.68M +$152K +3,245 +4%
BUB
694
BBVA USA Bancshares
Texas
$3.66M -$504K -10,774 -12%
VFA
695
Valeo Financial Advisors
Indiana
$3.65M +$304K +6,504 +9%
WJA
696
Williams Jones & Associates
New York
$3.64M +$523K +11,191 +17%
AT
697
Arden Trust
Delaware
$3.61M -$127K -2,709 -3%
GH
698
GAM Holding
Switzerland
$3.58M +$101K +2,162 +3%
CBB
699
Citizens Business Bank
California
$3.58M +$22.2K +475 +0.6%
AWM
700
Avior Wealth Management
Nebraska
$3.57M +$150K +3,216 +4%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.