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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
Lazard Asset Management
51
Lazard Asset Management
New York
$562M +$130M +2,634,945 +29%
ClearBridge Investments
52
ClearBridge Investments
New York
$536M -$7.09M -144,180 -1%
PP
53
Prudential plc
United Kingdom
$536M -$61.1M -1,243,077 -10%
TP
54
Theleme Partners
United Kingdom
$499M +$18.2M +370,000 +4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$495M +$58M +1,179,153 +13%
TA
56
Teachers Advisors
New York
$490M +$9.09M +184,881 +2%
American Century Companies
57
American Century Companies
Missouri
$449M -$156M -3,170,059 -25%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$431M -$45.5M -925,029 -9%
BBHC
59
Brown Brothers Harriman & Co
New York
$430M -$17.9M -363,005 -4%
APG Asset Management
60
APG Asset Management
Netherlands
$428M +$36.1M +733,400 +8%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$427M +$51.2M +1,041,061 +13%
First Eagle Investment Management
62
First Eagle Investment Management
New York
$401M +$408M +8,288,556 New
UBS Group
63
UBS Group
Switzerland
$399M +$147M +2,986,306 +57%
EVM
64
Eaton Vance Management
Massachusetts
$392M -$4.26M -86,705 -1%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$371M -$39.9M -811,500 -10%
OAG
66
Orbis Allan Gray
Bermuda
$365M -$9.67M -196,623 -3%
Pzena Investment Management
67
Pzena Investment Management
New York
$363M -$13.4M -273,254 -4%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$363M -$17.5M -355,471 -5%
Prudential Financial
69
Prudential Financial
New Jersey
$360M -$11.8M -240,638 -3%
CSIA
70
Charles Schwab Investment Advisory
California
$356M +$65.8M +1,338,422 +22%
Fidelity International
71
Fidelity International
Bermuda
$351M -$14.1M -286,452 -4%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$343M +$24.5M +499,104 +8%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$341M -$16.4M -334,324 -5%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$339M +$28.9M +587,890 +9%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$335M -$11.3M -230,355 -3%

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.