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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
SPIA
701
Steward Partners Investment Advisory
New York
$3.76M -$88.9K -1,735 -2%
SIC
702
Salem Investment Counselors
North Carolina
$3.74M -$91.6K -1,789 -2%
PA
703
Pinnacle Associates
New York
$3.73M +$54.1K +1,056 +1%
CAPTRUST Financial Advisors
704
CAPTRUST Financial Advisors
North Carolina
$3.7M -$273K -5,328 -6%
HBT
705
Hills Bank & Trust
Iowa
$3.69M -$46.8K -914 -1%
PWLP
706
Prio Wealth Limited Partnership
Massachusetts
$3.69M -$161K -3,141 -4%
OIM
707
Opus Investment Management
Massachusetts
$3.69M
EVM
708
Evelyn V. Moreno
$3.66M -$1.25M -24,454 -24%
SAM
709
Silvercrest Asset Management
New York
$3.65M -$255K -4,981 -6%
Jane Street
710
Jane Street
New York
$3.65M -$16.5M -321,184 -80%
CCP
711
Corient Capital Partners
California
$3.64M +$479K +9,355 +13%
MYLI
712
Meiji Yasuda Life Insurance
Japan
$3.64M -$208K -4,057 -5%
BCM
713
Brookmont Capital Management
Texas
$3.63M +$444K +8,667 +12%
AIP
714
Ameritas Investment Partners
Nebraska
$3.58M -$197K -3,844 -5%
ECM
715
Elgethun Capital Management
South Dakota
$3.57M +$412K +8,041 +12%
1SB
716
1ST Source Bank
Indiana
$3.54M -$26.8K -524 -0.7%
PTC
717
Private Trust Company
Ohio
$3.53M +$124K +2,426 +3%
AWM
718
Avior Wealth Management
Nebraska
$3.52M -$55.9K -1,092 -1%
RWP
719
RWA Wealth Partners
Massachusetts
$3.51M +$146K +2,850 +4%
AT
720
Arden Trust
Delaware
$3.51M -$502K -9,807 -11%
AIA
721
Allied Investment Advisors
Montana
$3.48M +$9.22K +180 +0.2%
CIC
722
Canal Insurance Company
South Carolina
$3.46M -$2.56M -50,000 -40%
QAM
723
Quantres Asset Management
Cayman Islands
$3.46M +$230K +4,500 +6%
LNWWM
724
Laird Norton Wetherby Wealth Management
California
$3.45M -$206K -4,029 -5%
CBB
725
Citizens Business Bank
California
$3.42M +$129K +2,520 +4%

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.