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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
PA
701
Pinnacle Associates
New York
$4.01M +$97.9K +1,990 +2%
CG
702
Cutler Group
California
$4M -$4.35M -88,355 -52%
GCIA
703
Gabelli & Co Investment Advisers
New York
$3.95M
HCM
704
Hutner Capital Management
Vermont
$3.94M -$143K -2,914 -3%
KRSITF
705
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.93M -$118K -2,395 -3%
ECM
706
Elgethun Capital Management
South Dakota
$3.92M +$247K +5,032 +7%
AIA
707
Allied Investment Advisors
Montana
$3.89M +$246K +5,010 +7%
OIM
708
Opus Investment Management
Massachusetts
$3.87M
CA
709
Continental Advisors
Utah
$3.86M -$1.53M -31,156 -28%
BCM
710
Brookmont Capital Management
Texas
$3.82M +$8.46K +172 +0.2%
AT
711
Arden Trust
Delaware
$3.82M +$142K +2,891 +4%
WF
712
WealthTrust Fairport
Ohio
$3.81M -$1.21M -24,550 -24%
PFPT
713
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.81M -$1.49M -30,272 -28%
SPIA
714
Steward Partners Investment Advisory
New York
$3.79M -$153K -3,101 -4%
FCMT
715
Founders Capital Management (Texas)
Texas
$3.78M +$1.04M +21,165 +37%
EVM
716
Evelyn V. Moreno
$3.75M -$96.2K -1,955 -2%
SAM
717
Silvercrest Asset Management
New York
$3.74M -$89.2K -1,813 -2%
RWP
718
RWA Wealth Partners
Massachusetts
$3.72M +$39.3K +799 +1%
PWLP
719
Prio Wealth Limited Partnership
Massachusetts
$3.71M -$163K -3,310 -4%
PTC
720
Private Trust Company
Ohio
$3.71M +$6.15K +125 +0.2%
HBT
721
Hills Bank & Trust
Iowa
$3.7M -$174K -3,534 -4%
LNWWM
722
Laird Norton Wetherby Wealth Management
California
$3.69M +$79.8K +1,623 +2%
MYLI
723
Meiji Yasuda Life Insurance
Japan
$3.69M -$128K -2,595 -3%
1SB
724
1ST Source Bank
Indiana
$3.67M -$50.3K -1,023 -1%
FWM
725
Frontier Wealth Management
Missouri
$3.65M -$300K -6,093 -7%

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.