We are live on ! Find out more
WFC icon

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
AIP
726
Ameritas Investment Partners
Nebraska
$3.63M -$127K -2,582 -3%
CBB
727
Citizens Business Bank
California
$3.63M +$45.5K +926 +1%
CIC
728
Canal Insurance Company
South Carolina
$3.62M
PTB
729
Pioneer Trust Bank
Oregon
$3.61M +$38.9K +790 +1%
FAAS
730
First Allied Advisory Services
California
$3.6M +$83.6K +1,699 +2%
AF
731
Alerus Financial
North Dakota
$3.56M +$417K +8,479 +13%
GH
732
GAM Holding
Switzerland
$3.55M -$880K -17,893 -20%
SFG
733
Sather Financial Group
Texas
$3.55M -$1.93M -39,184 -35%
CL
734
CPWM LLC
Washington
$3.55M -$885 -18 -0%
GI
735
GS Investments
Minnesota
$3.53M +$21.4K +435 +0.6%
Cerity Partners
736
Cerity Partners
New York
$3.52M +$61.5K +1,251 +2%
AWM
737
Avior Wealth Management
Nebraska
$3.5M -$190K -3,871 -5%
RCC
738
Red Cedar Capital
Nebraska
$3.49M +$80.7K +1,641 +2%
TRCT
739
Tower Research Capital (TRC)
New York
$3.48M -$2.54M -51,678 -42%
AAM
740
Advisors Asset Management
Colorado
$3.48M -$607K -12,345 -15%
CNBT
741
Canandaigua National Bank & Trust
New York
$3.48M +$61.8K +1,256 +2%
APP
742
Avantax Planning Partners
Iowa
$3.44M +$1.2M +24,442 +52%
KFP
743
KMG Fiduciary Partners
Ohio
$3.41M +$81.2K +1,651 +2%
VFA
744
Valeo Financial Advisors
Indiana
$3.41M -$138K -2,796 -4%
Lido Advisors
745
Lido Advisors
California
$3.35M +$446K +9,071 +15%
CB
746
Cadence Bank
Mississippi
$3.34M +$32.2K +654 +1%
IRF
747
IBM Retirement Fund
New York
$3.34M -$61.6K -1,253 -2%
CP
748
Cumberland Partners
Ontario, Canada
$3.33M +$41.8K +850 +1%
TYCC
749
Texas Yale Capital Corp
Florida
$3.33M +$1.69M +34,437 +100%
SCM
750
Salem Capital Management
Massachusetts
$3.32M +$671K +13,650 +25%

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.