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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
VNA
776
Valley National Advisers
Pennsylvania
$3.03M -$79.8K -1,623 -3%
PGFC
777
Peapack-Gladstone Financial Corp
New Jersey
$3.03M -$59.2K -1,203 -2%
Jones Financial Companies
778
Jones Financial Companies
Missouri
$3.01M -$265K -5,381 -8%
Group One Trading
779
Group One Trading
Illinois
$3.01M -$15.2M -308,333 -83%
AW
780
ACG Wealth
Georgia
$3M +$559K +11,371 +22%
FWCM
781
Ferguson Wellman Capital Management
Oregon
$2.98M -$109K -2,214 -3%
LCP
782
Legacy Capital Partners
Wisconsin
$2.98M -$48.4K -984 -2%
SG
783
Somerset Group
Minnesota
$2.96M
LIM
784
Leavell Investment Management
Alabama
$2.94M +$27.6K +561 +0.9%
WS
785
Wedbush Securities
California
$2.93M -$114K -2,316 -4%
ONB
786
Old National Bancorp
Indiana
$2.93M -$214K -4,355 -7%
SB
787
Simmons Bank
Arkansas
$2.92M +$19.7K +400 +0.7%
MC
788
Machina Capital
France
$2.92M +$2.98M +60,530 New
MCM
789
Maryland Capital Management
Maryland
$2.92M +$402K +8,177 +16%
FHB
790
First Hawaiian Bank
Hawaii
$2.92M -$111K -2,262 -4%
OWD
791
Osborn Williams & Donohoe
Ohio
$2.92M +$480K +9,766 +19%
SCA
792
Stonebridge Capital Advisors
Minnesota
$2.9M -$3.94K -80 -0.1%
AAMA
793
Advanced Asset Management Advisors
Ohio
$2.89M +$1.97K +40 +0.1%
EFS
794
Essex Financial Services
Connecticut
$2.89M -$318K -6,471 -10%
WPC
795
Waters Parkerson & Co
Louisiana
$2.89M
CIM
796
CenturyLink Investment Management
Colorado
$2.87M
HF
797
HRT Financial
New York
$2.85M -$9.83M -199,816 -77%
WIA
798
Wealthstreet Investment Advisors
Texas
$2.85M -$14.8K -300 -0.5%
FFN
799
Focus Financial Network
Minnesota
$2.85M +$2.9M +58,997 New
BCM
800
Boltwood Capital Management
California
$2.85M +$50.8K +1,032 +2%

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.