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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
LA
751
LVW Advisors
New York
$3.31M +$492K +9,995 +17%
CC
752
ClearArc Capital
Ohio
$3.31M +$68.2K +1,387 +2%
CIP
753
Convergence Investment Partners
Florida
$3.31M +$2.87M +58,262 +565%
VF
754
Vilas Fund
Illinois
$3.29M +$895K +18,200 +36%
BOH
755
Bank of Hawaii
Hawaii
$3.29M -$66.6K -1,355 -2%
UTC
756
Unified Trust Company
Kentucky
$3.29M +$802K +16,315 +32%
FMWA
757
Forvis Mazars Wealth Advisors
Missouri
$3.25M +$1.79M +36,372 +118%
SAMC
758
Spectrum Asset Management (California)
California
$3.24M +$171K +3,475 +5%
MPIA
759
Mountain Pacific Investment Advisers
Idaho
$3.23M -$77.9K -1,584 -2%
FM
760
Foster & Motley
Ohio
$3.23M -$311K -6,329 -9%
JIC
761
Joel Isaacson & Co
New York
$3.22M +$1.4M +28,560 +75%
WJA
762
Williams Jones & Associates
New York
$3.18M -$185K -3,766 -5%
HW
763
Hancock Whitney
Mississippi
$3.17M -$54.6K -1,111 -2%
SWP
764
Stratos Wealth Partners
Ohio
$3.15M -$90.1K -1,832 -3%
MPM
765
Meritage Portfolio Management
Kansas
$3.12M +$48K +975 +2%
AC
766
Alexandria Capital
Virginia
$3.12M +$6.15K +125 +0.2%
DP
767
DDD Partners
Washington
$3.11M +$134K +2,728 +4%
BCM
768
Buckhead Capital Management
Georgia
$3.1M -$5.46K -111 -0.2%
SJL
769
Shayne & Jacobs LLC
Tennessee
$3.1M +$17.7K +359 +0.6%
WAOTB
770
Wealth Advisors of Tampa Bay
Florida
$3.09M -$116K -2,355 -4%
CG
771
Colony Group
Massachusetts
$3.08M +$516K +10,495 +20%
CHC
772
City Holding Co
West Virginia
$3.08M +$32.5K +661 +1%
PAM
773
Paradigm Asset Management
New York
$3.05M -$157K -3,200 -5%
RIM
774
Rampart Investment Management
Connecticut
$3.04M +$1.06M +21,539 +52%
BPM
775
Bowling Portfolio Management
Ohio
$3.04M -$263K -5,357 -8%

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.