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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
SFG
751
Sather Financial Group
Texas
$3.01M -$68.7K -1,459 -2%
GH
752
GAM Holding
Switzerland
$3.01M -$759K -16,105 -21%
LWAC
753
Laurel Wealth Advisors (California)
California
$2.98M +$302K +6,404 +12%
PP
754
Patten & Patten
Tennessee
$2.96M -$1.08M -22,995 -28%
GIM
755
Goelzer Investment Management
Indiana
$2.95M +$192K +4,075 +8%
FFA
756
Fragasso Financial Advisors
Pennsylvania
$2.94M +$48.9K +1,037 +2%
PFPT
757
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.89M -$208K -4,409 -7%
CTA
758
Chesley Taft & Associates
Illinois
$2.88M +$130K +2,770 +5%
IAA
759
Independent Advisor Alliance
North Carolina
$2.86M +$70.4K +1,494 +3%
NA
760
NewEdge Advisors
Louisiana
$2.86M +$391K +8,306 +17%
AF
761
Advisornet Financial
Minnesota
$2.86M +$421K +8,934 +19%
HW
762
Hancock Whitney
Mississippi
$2.83M -$225K -4,785 -8%
CPA
763
Clear Perspective Advisors
Illinois
$2.82M +$1.33M +28,225 +96%
DCM
764
Dupont Capital Management
Delaware
$2.82M
PCA
765
Providence Capital Advisors
North Carolina
$2.81M +$78.3K +1,662 +3%
MPAM
766
Murphy Pohlad Asset Management
Minnesota
$2.81M +$43.3K +919 +2%
NIT
767
NumerixS Investment Technologies
British Columbia, Canada
$2.8M +$1.2M +25,575 +85%
WIA
768
Wealthstreet Investment Advisors
Texas
$2.79M -$250K -5,300 -9%
FFN
769
Focus Financial Network
Minnesota
$2.79M -$162K -3,444 -6%
ADEF
770
Adams Diversified Equity Fund
Maryland
$2.79M
NRS
771
Neville Rodie & Shaw
New York
$2.79M -$1.56M -33,015 -37%
HF
772
HRT Financial
New York
$2.79M -$780K -16,550 -23%
ASA
773
Armstrong Shaw Associates
Connecticut
$2.78M
WKWM
774
Walter & Keenan Wealth Management
Indiana
$2.77M +$284K +6,027 +12%
MIAN
775
Mariner Independent Advisor Network
Kansas
$2.77M -$440K -9,336 -14%

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.