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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
SJL
726
Shayne & Jacobs LLC
Tennessee
$3.23M
NB
727
NBT Bank
New York
$3.23M -$146K -3,092 -5%
SWP
728
Stratos Wealth Partners
Ohio
$3.22M -$84K -1,783 -3%
WS
729
Wedbush Securities
California
$3.22M +$14.8K +315 +0.5%
AC
730
Alexandria Capital
Virginia
$3.19M -$7.49K -159 -0.3%
SCM
731
Salem Capital Management
Massachusetts
$3.19M -$75.4K -1,600 -2%
CHC
732
City Holding Co
West Virginia
$3.18M +$38.4K +816 +1%
MYLI
733
Meiji Yasuda Life Insurance
Japan
$3.16M -$142K -3,020 -5%
SIC
734
Salem Investment Counselors
North Carolina
$3.16M -$33.3K -707 -1%
PGFC
735
Peapack-Gladstone Financial Corp
New Jersey
$3.15M +$48.1K +1,021 +2%
GAM
736
Gotham Asset Management
New York
$3.13M -$6.59M -139,843 -69%
ACM
737
Argyle Capital Management
Pennsylvania
$3.1M +$102K +2,175 +4%
BAMF
738
BI Asset Management Fondsmaeglerselskab
Denmark
$3.08M -$16.2M -343,067 -85%
SCA
739
Stonebridge Capital Advisors
Minnesota
$3.06M +$24.5K +520 +0.9%
JG
740
Jefferies Group
New York
$3.06M -$1.36M -28,793 -32%
SG
741
Somerset Group
Minnesota
$3.05M -$29.8K -633 -1%
TCM
742
Teza Capital Management
Illinois
$3.05M +$2.85M +60,501 New
VNA
743
Valley National Advisers
Pennsylvania
$3.05M -$69.2K -1,468 -2%
CC
744
ClearArc Capital
Ohio
$3.05M -$25.2K -534 -0.9%
SMH
745
Sanders Morris Harris
Texas
$3.04M -$967K -20,520 -25%
MPM
746
Meritage Portfolio Management
Kansas
$3.03M -$2.56M -54,433 -48%
ONB
747
Old National Bancorp
Indiana
$3.03M -$41.6K -883 -1%
LIM
748
Leavell Investment Management
Alabama
$3.03M -$10.6K -225 -0.4%
BAM
749
Blueshift Asset Management
New Jersey
$3.02M +$2.82M +59,880 New
FHB
750
First Hawaiian Bank
Hawaii
$3.01M +$138K +2,935 +5%

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.