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Wells Fargo

2,007 hedge funds and large institutions have $162B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 526 increasing their positions, 1,033 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 160

7% more funds holding in top 10

Funds holding in top 10: 133142 (+9)

2% more funds holding

Funds holding: 1,9742,007 (+33)

0.24% less ownership

Funds ownership: 75.38%75.14% (-0.24%)

15% less capital invested

Capital invested by funds: $191B → $162B (-$28.5B)

21% less call options, than puts

Call options by funds: $2.04B | Put options by funds: $2.59B

49% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 1,033

Holders
2,007
Holders Change
+33
Holders Change %
+1.67%
% of All Funds
44.71%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
3.16%
New
214
Increased
526
Reduced
1,033
Closed
160
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M
Name Holding Trade Value Shares
Change
Change in
Stake
UR
751
USCA RIA
Texas
$3.07M -$4.53M -88,429 -57%
WAOTB
752
Wealth Advisors of Tampa Bay
Florida
$3.06M +$10.4K +204 +0.3%
PAM
753
Paradigm Asset Management
New York
$3.06M +$3.35M +65,500 +8,188%
EFS
754
Essex Financial Services
Connecticut
$3.06M -$274K -5,351 -7%
CI
755
Capital International
California
$3M +$2.65M +51,800 +389%
AF
756
Alerus Financial
North Dakota
$3M -$4.1M -80,076 -55%
ONB
757
Old National Bancorp
Indiana
$2.99M -$105K -2,056 -3%
SCM
758
Stevens Capital Management
Pennsylvania
$2.98M -$30.9M -604,046 -90%
AWM
759
Alterna Wealth Management
Texas
$2.98M +$2.75M +53,757 New
AC
760
Alexandria Capital
Virginia
$2.97M -$365K -7,118 -10%
VNA
761
Valley National Advisers
Pennsylvania
$2.96M -$110K -2,151 -3%
BCM
762
Buckhead Capital Management
Georgia
$2.96M -$90.7K -1,771 -3%
WIA
763
Wealthstreet Investment Advisors
Texas
$2.96M -$126K -2,452 -4%
PGFC
764
Peapack-Gladstone Financial Corp
New Jersey
$2.94M -$166K -3,243 -5%
FWCM
765
Ferguson Wellman Capital Management
Oregon
$2.94M -$603K -11,779 -16%
SJL
766
Shayne & Jacobs LLC
Tennessee
$2.94M +$1.53M +29,896 +88%
SAMC
767
Spectrum Asset Management (California)
California
$2.93M
MPM
768
Meritage Portfolio Management
Kansas
$2.93M +$3.01M +58,792 +1,222%
SGCA
769
Steel Grove Capital Advisors
Tennessee
$2.92M -$423K -8,266 -12%
CHC
770
City Holding Co
West Virginia
$2.9M +$3.84K +75 +0.1%
WS
771
Wedbush Securities
California
$2.9M +$432K +8,439 +15%
PIA
772
Piedmont Investment Advisors
North Carolina
$2.9M +$919K +17,938 +40%
FHB
773
First Hawaiian Bank
Hawaii
$2.89M -$328K -6,395 -9%
LCP
774
Legacy Capital Partners
Wisconsin
$2.88M -$120K -2,350 -4%
DP
775
DDD Partners
Washington
$2.84M +$22.7K +444 +0.7%

WFC Hedge Fund Activity: Q4 2018 in Review

2,007 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2018, worth a combined $162B — down 15% from $191B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new WFC positions and 160 closed out — a net gain of 54 holders — while 526 added to existing stakes and 1,033 trimmed.

The largest buyer was Primecap Management, adding an estimated $356M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 2,007 institutional investors held Wells Fargo (WFC) as of Q4 2018, up from 1,974 in Q3 2018.
  • Funds reported $162B of Wells Fargo stock for Q4 2018, down 15% quarter-over-quarter.
  • 214 funds opened new Wells Fargo positions in Q4 2018 and 160 closed out, a net change of +54 holders.
  • The largest Wells Fargo buyer in Q4 2018 was Primecap Management, an estimated $356M added.
  • The largest Wells Fargo seller in Q4 2018 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q4 2018.