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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
776
Essex Financial Services
Connecticut
$2.72M -$113K -2,422 -4%
FFA
777
Fragasso Financial Advisors
Pennsylvania
$2.71M +$132K +2,826 +5%
LA
778
LVW Advisors
New York
$2.69M -$545K -11,650 -17%
FHB
779
First Hawaiian Bank
Hawaii
$2.69M -$167K -3,562 -6%
S
780
Seeyond
France
$2.68M +$317K +6,780 +14%
FMC
781
First Merchants Corp
Indiana
$2.68M -$1.96M -41,844 -42%
FPB
782
First PREMIER Bank
South Dakota
$2.67M
H
783
HoyleCohen
California
$2.65M +$49.6K +1,060 +2%
DCM
784
Dupont Capital Management
Delaware
$2.65M
RC
785
RegentAtlantic Capital
New Jersey
$2.64M -$41K -876 -2%
FWCM
786
Ferguson Wellman Capital Management
Oregon
$2.62M -$287K -6,136 -10%
ADEF
787
Adams Diversified Equity Fund
Maryland
$2.62M
IAA
788
Independent Advisor Alliance
North Carolina
$2.61M +$315K +6,740 +14%
ASA
789
Armstrong Shaw Associates
Connecticut
$2.61M -$1.08K -23 -0%
MWM
790
Mission Wealth Management
California
$2.6M -$76.9K -1,645 -3%
BOTW
791
Bank of the West
California
$2.6M -$144K -3,070 -5%
BPM
792
Bowling Portfolio Management
Ohio
$2.6M -$371K -7,938 -13%
MPAM
793
Murphy Pohlad Asset Management
Minnesota
$2.59M +$94K +2,010 +4%
GIM
794
Goelzer Investment Management
Indiana
$2.57M -$38.2K -816 -1%
CTA
795
Chesley Taft & Associates
Illinois
$2.57M +$27.4K +586 +1%
PCA
796
Providence Capital Advisors
North Carolina
$2.56M +$2.52M +53,813 +15,735%
CIA
797
Choate Investment Advisors
Massachusetts
$2.55M -$31.1K -666 -1%
Fiera Capital (Canada)
798
Fiera Capital (Canada)
Quebec, Canada
$2.55M -$173K -3,710 -6%
TNB
799
Thomasville National Bank
Georgia
$2.54M +$33.4K +714 +1%
BCM
800
Buckhead Capital Management
Georgia
$2.54M -$495K -10,585 -16%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.