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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
EWA
801
EP Wealth Advisors
California
$2.62M -$90.4K -1,765 -3%
VF
802
Virtu Financial
New York
$2.58M -$117K -2,278 -4%
ASA
803
Armstrong Shaw Associates
Connecticut
$2.57M -$55.1K -1,075 -2%
Bessemer Group
804
Bessemer Group
New Jersey
$2.56M -$68K -1,327 -2%
CTA
805
Chesley Taft & Associates
Illinois
$2.55M -$39.5K -771 -1%
GT
806
Greenleaf Trust
Michigan
$2.55M -$344K -6,718 -11%
PVH
807
Psagot Value Holdings
Israel
$2.55M -$356K -6,960 -11%
ADEF
808
Adams Diversified Equity Fund
Maryland
$2.55M -$15.5M -303,200 -85%
SCM
809
Salem Capital Management
Massachusetts
$2.54M +$501K +9,775 +22%
MWM
810
Mission Wealth Management
California
$2.54M -$13.7K -267 -0.5%
MG
811
Markel Group
Virginia
$2.53M +$51.2K +1,000 +2%
FPB
812
First PREMIER Bank
South Dakota
$2.53M -$21.5K -419 -0.8%
SCM
813
Silvant Capital Management
Georgia
$2.52M -$2.99M -58,320 -52%
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.52M -$15.4K -300 -0.5%
HT
815
Heritage Trust
Oklahoma
$2.5M +$50.2K +981 +2%
BA
816
Bridgewater Associates
Connecticut
$2.49M +$2.22M +43,289 +401%
ECM
817
ETrade Capital Management
Virginia
$2.48M -$4.13M -80,546 -60%
RG
818
Rathbones Group
United Kingdom
$2.48M +$18.4K +360 +0.7%
TNB
819
Thomasville National Bank
Georgia
$2.47M -$8.75M -170,916 -76%
Balyasny Asset Management
820
Balyasny Asset Management
Illinois
$2.46M -$150M -2,924,325 -98%
WKWM
821
Walter & Keenan Wealth Management
Indiana
$2.46M -$97.5K -1,904 -3%
CFA
822
Carroll Financial Associates
North Carolina
$2.45M -$183K -3,582 -7%
CG
823
Colony Group
Massachusetts
$2.45M -$178K -3,479 -6%
PTCG
824
Pring Turner Capital Group
California
$2.45M -$25.4K -495 -0.9%
SCI
825
Stableford Capital II
Arizona
$2.45M -$1.4M -27,237 -34%

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.