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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
JIC
801
Joel Isaacson & Co
New York
$2.56M -$88K -1,868 -4%
CIM
802
CenturyLink Investment Management
Colorado
$2.56M -$405K -8,601 -14%
SGCA
803
Steel Grove Capital Advisors
Tennessee
$2.53M
CIA
804
Choate Investment Advisors
Massachusetts
$2.52M -$179K -3,807 -7%
IR
805
IAT Reinsurance
New York
$2.52M
BBWA
806
Bell & Brown Wealth Advisors
California
$2.52M +$24K +510 +1%
AIMCA
807
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.51M -$10.5M -223,200 -82%
BDF
808
Balasa Dinverno & Foltz
$2.5M +$97.8K +2,075 +4%
ACM
809
AlphaCrest Capital Management
New York
$2.48M +$1.1M +23,446 +91%
EFS
810
Essex Financial Services
Connecticut
$2.47M -$395K -8,386 -15%
BA
811
Boston Advisors
Massachusetts
$2.46M -$140K -2,973 -6%
HB
812
Homrich & Berg
Georgia
$2.46M -$22.4K -475 -1%
TSWM
813
Triangle Securities Wealth Management
North Carolina
$2.45M +$111K +2,351 +5%
HI
814
HBK Investments
Texas
$2.43M +$2.27M +48,101 New
CICI
815
Capital Investment Counsel Inc
North Carolina
$2.42M +$22.8K +483 +1%
HT
816
Heritage Trust
Oklahoma
$2.41M -$16.2K -343 -0.7%
ANTB
817
AMG National Trust Bank
Colorado
$2.4M +$360K +7,648 +19%
AI
818
Atria Investments
North Carolina
$2.4M -$63.3K -1,344 -3%
NIC
819
Northwest Investment Counselors
Oregon
$2.39M -$13.8K -294 -0.6%
GT
820
Greenleaf Trust
Michigan
$2.39M +$512K +10,877 +30%
HCM
821
Hengehold Capital Management
Ohio
$2.38M +$35.7K +757 +2%
S
822
Seeyond
France
$2.37M -$454K -9,647 -17%
CAM
823
Cresset Asset Management
Illinois
$2.33M +$411K +8,715 +23%
AC
824
Abbrea Capital
California
$2.32M -$27.9K -593 -1%
USAA
825
United Services Automobile Association
Texas
$2.31M -$111M -2,353,565 -98%

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.