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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
B
776
Barings
North Carolina
$2.82M -$143K -2,800 -4%
SG
777
Somerset Group
Minnesota
$2.82M -$38.7K -755 -1%
AI
778
Atria Investments
North Carolina
$2.79M -$1.95M -38,114 -39%
Lido Advisors
779
Lido Advisors
California
$2.78M +$90.8K +1,772 +3%
LIM
780
Leavell Investment Management
Alabama
$2.78M -$73.7K -1,438 -2%
FCH
781
Freestone Capital Holdings
Washington
$2.78M -$937K -18,291 -23%
SB
782
Simmons Bank
Arkansas
$2.77M -$193K -3,762 -6%
SCA
783
Stonebridge Capital Advisors
Minnesota
$2.76M -$74K -1,445 -2%
AAMA
784
Advanced Asset Management Advisors
Ohio
$2.76M
WPC
785
Waters Parkerson & Co
Louisiana
$2.75M -$110K -2,148 -3%
DCM
786
Dupont Capital Management
Delaware
$2.75M -$121K -2,353 -4%
BBP
787
Banco BTG Pactual
Brazil
$2.75M +$3.07M +60,000 New
RC
788
RegentAtlantic Capital
New Jersey
$2.74M -$514K -10,035 -14%
CIM
789
CenturyLink Investment Management
Colorado
$2.73M
IAM
790
Integre Asset Management
New York
$2.7M -$154K -3,014 -5%
LA
791
LVW Advisors
New York
$2.7M -$1.34M -26,104 -31%
ACM
792
Argyle Capital Management
Pennsylvania
$2.69M
WC
793
Whitney & Co
New York
$2.69M -$602K -11,763 -18%
GRP
794
Global Retirement Partners
California
$2.68M -$400K -7,812 -12%
BCM
795
Boltwood Capital Management
California
$2.67M -$352K -6,864 -11%
BCCM
796
Bridge Creek Capital Management
Massachusetts
$2.66M -$20.5K -400 -0.7%
Fiera Capital (Canada)
797
Fiera Capital (Canada)
Quebec, Canada
$2.64M -$19.2K -375 -0.7%
LCM
798
Laurion Capital Management
New York
$2.63M -$8.72M -170,319 -75%
FCMT
799
Founders Capital Management (Texas)
Texas
$2.63M -$16.9K -330 -0.6%
SFFS
800
Stonehage Fleming Financial Services
Jersey
$2.63M -$67.8K -1,323 -2%

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.