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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
MYIA
826
Mount Yale Investment Advisors
Colorado
$2.44M -$46.7K -912 -2%
CCM
827
Chilton Capital Management
Texas
$2.42M -$219K -4,280 -8%
IA
828
IFP Advisors
Florida
$2.41M -$764K -14,908 -22%
MCM
829
Maryland Capital Management
Maryland
$2.41M +$246K +4,805 +10%
MIM
830
Marco Investment Management
Georgia
$2.41M -$369K -7,213 -12%
MME
831
Meag Munich Ergo
Germany
$2.41M -$5.68M -110,904 -68%
AA
832
Ancora Advisors
Ohio
$2.4M -$1.06M -20,712 -28%
MCP
833
Mirador Capital Partners
California
$2.39M -$523K -10,206 -16%
UTC
834
Unified Trust Company
Kentucky
$2.38M +$2.65M +51,681 New
GP
835
Girard Partners
Pennsylvania
$2.37M -$75.9K -1,482 -3%
TCOT
836
Trust Company of Toledo
Ohio
$2.37M -$1.43M -27,872 -35%
OWD
837
Osborn Williams & Donohoe
Ohio
$2.37M -$518K -10,114 -16%
QF
838
QVT Financial
New York
$2.36M
AW
839
ACG Wealth
Georgia
$2.34M -$314K -6,123 -11%
GCM
840
Gibraltar Capital Management
Oklahoma
$2.33M -$1.7M -33,274 -40%
ACS
841
Archford Capital Strategies
Illinois
$2.31M +$94.3K +1,841 +4%
IR
842
IAT Reinsurance
New York
$2.3M
VF
843
Vilas Fund
Illinois
$2.3M +$2.56M +50,000 New
BHWM
844
Bar Harbor Wealth Management
New Hampshire
$2.29M -$443K -8,644 -15%
BBWA
845
Bell & Brown Wealth Advisors
California
$2.29M +$2.54M +49,658 New
BDF
846
Balasa Dinverno & Foltz
$2.29M -$232K -4,535 -8%
CNC
847
Citizens & Northern Corp
Pennsylvania
$2.28M -$183K -3,564 -7%
HFM
848
Hartford Financial Management
Connecticut
$2.26M +$240K +4,676 +11%
SIP
849
Stoneridge Investment Partners
Pennsylvania
$2.25M -$4.91M -95,943 -66%
WIS
850
Wright Investors Service
Connecticut
$2.24M +$1.01M +19,745 +68%

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.