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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
EWA
826
EP Wealth Advisors
California
$2.3M +$2.27M +48,638 New
NA
827
NewEdge Advisors
Louisiana
$2.29M +$278K +5,947 +14%
BC
828
Brio Consultants
California
$2.28M +$1.52M +32,521 +207%
OWD
829
Osborn Williams & Donohoe
Ohio
$2.28M -$606K -12,954 -21%
HT
830
Heritage Trust
Oklahoma
$2.27M -$39.9K -854 -2%
WC
831
Whitney & Co
New York
$2.26M -$37.7K -806 -2%
AF
832
Advisornet Financial
Minnesota
$2.26M +$462K +9,874 +26%
NIC
833
Northwest Investment Counselors
Oregon
$2.25M -$46.4K -992 -2%
BDF
834
Balasa Dinverno & Foltz
$2.25M -$87.2K -1,864 -4%
CICI
835
Capital Investment Counsel Inc
North Carolina
$2.24M +$163K +3,481 +8%
AC
836
Abbrea Capital
California
$2.2M -$27.2K -582 -1%
AI
837
Atria Investments
North Carolina
$2.2M -$126K -2,695 -5%
TSWM
838
Triangle Securities Wealth Management
North Carolina
$2.2M +$5.1K +109 +0.2%
MYIA
839
Mount Yale Investment Advisors
Colorado
$2.19M +$14.9K +319 +0.7%
HCM
840
Hengehold Capital Management
Ohio
$2.19M +$43.6K +932 +2%
AW
841
ACG Wealth
Georgia
$2.18M -$744K -15,913 -26%
PI
842
PFS Investments
Georgia
$2.17M +$1.17M +25,068 +123%
SC
843
Savant Capital
Illinois
$2.17M -$70.1K -1,498 -3%
RAM
844
Roanoke Asset Management
New Jersey
$2.16M -$1.17K -25 -0.1%
LWCFA
845
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.16M -$1.96K -42 -0.1%
WPA
846
Winning Points Advisors
Florida
$2.15M +$581K +12,420 +38%
Assenagon Asset Management
847
Assenagon Asset Management
Luxembourg
$2.15M +$531K +11,362 +33%
MRCM
848
M&R Capital Management
New Jersey
$2.15M -$13.8K -296 -0.6%
OTPPB
849
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.14M -$4.98M -106,388 -70%
CCM
850
Compton Capital Management
Rhode Island
$2.13M

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.