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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
Kovitz Investment Group Partners
826
Kovitz Investment Group Partners
Illinois
$2.62M -$3.63M -73,755 -58%
FNBT
827
FineMark National Bank & Trust
Florida
$2.61M -$6.2M -126,047 -70%
CTA
828
Chesley Taft & Associates
Illinois
$2.6M -$83.4K -1,695 -3%
TNB
829
Thomasville National Bank
Georgia
$2.56M -$27.1K -550 -1%
HFM
830
Hartford Financial Management
Connecticut
$2.56M +$189K +3,846 +8%
CNC
831
Citizens & Northern Corp
Pennsylvania
$2.56M +$165K +3,360 +7%
MPAM
832
Murphy Pohlad Asset Management
Minnesota
$2.55M +$517K +10,510 +25%
WKWM
833
Walter & Keenan Wealth Management
Indiana
$2.54M -$37.5K -762 -1%
RG
834
Rathbones Group
United Kingdom
$2.54M -$57.4K -1,167 -2%
PVH
835
Psagot Value Holdings
Israel
$2.54M -$138K -2,802 -5%
AI
836
Atria Investments
North Carolina
$2.49M -$439K -8,926 -15%
QF
837
QVT Financial
New York
$2.48M
GCM
838
Gibraltar Capital Management
Oklahoma
$2.45M +$639 +13 +0%
BBWA
839
Bell & Brown Wealth Advisors
California
$2.44M +$38.4K +780 +2%
BCCM
840
Bridge Creek Capital Management
Massachusetts
$2.43M -$370K -7,518 -13%
SGCA
841
Steel Grove Capital Advisors
Tennessee
$2.43M -$645K -13,119 -21%
IR
842
IAT Reinsurance
New York
$2.42M
MIAN
843
Mariner Independent Advisor Network
Kansas
$2.41M +$252K +5,118 +11%
WP
844
WealthSource Partners
California
$2.41M +$372K +7,561 +18%
S
845
Seeyond
France
$2.41M +$1.86M +37,827 +312%
ACS
846
Archford Capital Strategies
Illinois
$2.4M -$20.4K -414 -0.8%
BDF
847
Balasa Dinverno & Foltz
$2.38M -$13.1K -266 -0.5%
HT
848
Heritage Trust
Oklahoma
$2.36M -$258K -5,240 -10%
WC
849
Whitney & Co
New York
$2.35M -$309K -6,284 -11%
NIC
850
Northwest Investment Counselors
Oregon
$2.35M +$115K +2,342 +5%

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.