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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
51
First Eagle Investment Management
New York
$508M +$25M +529,974 +6%
Pzena Investment Management
52
Pzena Investment Management
New York
$492M -$2.8M -59,488 -0.6%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$483M +$91.2M +1,936,599 +25%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$482M -$97.5M -2,069,002 -18%
Fidelity International
55
Fidelity International
Bermuda
$481M -$6.68M -141,782 -1%
Barclays
56
Barclays
United Kingdom
$429M -$261M -5,548,925 -40%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$424M -$26.2M -555,574 -6%
RCWMU
58
Rothschild & Co Wealth Management (UK)
United Kingdom
$423M -$1.6M -33,966 -0.4%
UBS Group
59
UBS Group
Switzerland
$417M +$17.9M +379,554 +5%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$411M -$88.1M -1,870,344 -19%
AQR Capital Management
61
AQR Capital Management
Connecticut
$411M +$27.2M +576,333 +8%
EVM
62
Eaton Vance Management
Massachusetts
$406M -$4.2M -89,110 -1%
CSIA
63
Charles Schwab Investment Advisory
California
$404M +$14.2M +301,771 +4%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$388M -$25.6M -543,322 -7%
PP
65
Prudential plc
United Kingdom
$385M -$131M -2,788,073 -27%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$366M -$4.79M -101,573 -1%
Prudential Financial
67
Prudential Financial
New Jersey
$363M -$113M -2,399,462 -25%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$353M +$4.37M +92,770 +1%
FPA
69
First Pacific Advisors
California
$346M -$3.37M -71,516 -1%
Artisan Partners
70
Artisan Partners
Wisconsin
$343M +$47.2M +1,001,371 +17%
MG
71
Magnolia Group
Nebraska
$338M -$5.68M -120,550 -2%
LCOV
72
London Company of Virginia
Virginia
$324M +$3.57M +75,744 +1%
Principal Financial Group
73
Principal Financial Group
Iowa
$320M -$4.63M -98,222 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$320M +$7.63M +162,050 +3%
OAC
75
OMERS Administration Corp
Ontario, Canada
$320M +$18.2M +386,960 +7%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.