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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
QT
826
Quantbot Technologies
New York
$2.31M -$1.56M -33,194 -42%
MCP
827
Mirador Capital Partners
California
$2.31M +$69.7K +1,479 +3%
MRCM
828
M&R Capital Management
New Jersey
$2.29M +$4.47K +95 +0.2%
BIA
829
BMT Investment Advisors
Pennsylvania
$2.29M +$72.6K +1,541 +4%
SC
830
Savant Capital
Illinois
$2.28M -$32.2K -684 -1%
KSCM
831
Kamunting Street Capital Management
Florida
$2.27M -$5.65M -120,000 -73%
EWA
832
EP Wealth Advisors
California
$2.27M -$171K -3,629 -7%
WC
833
Winmill & Co
New York
$2.27M +$2.12M +45,000 New
LWCFA
834
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.26M -$37.5K -796 -2%
OWD
835
Osborn Williams & Donohoe
Ohio
$2.26M -$161K -3,412 -7%
BOTW
836
Bank of the West
California
$2.25M -$491K -10,416 -19%
CCM
837
Compton Capital Management
Rhode Island
$2.24M -$37.7K -800 -2%
OA
838
Oxbow Advisors
Texas
$2.23M +$328K +6,965 +19%
KA
839
Kintegral Advisory
New York
$2.23M
AAS
840
Avantax Advisory Services
Texas
$2.23M +$121K +2,559 +6%
RAM
841
Roanoke Asset Management
New Jersey
$2.22M -$83.1K -1,765 -4%
B
842
Barings
North Carolina
$2.21M +$2.26K +48 +0.1%
FMWA
843
Forvis Mazars Wealth Advisors
Missouri
$2.21M +$113K +2,389 +6%
SPC
844
Sigma Planning Corp
Michigan
$2.21M -$294K -6,248 -12%
VSWA
845
Vontobel Swiss Wealth Advisors
Switzerland
$2.21M -$339K -7,200 -14%
Assenagon Asset Management
846
Assenagon Asset Management
Luxembourg
$2.21M -$80.1K -1,700 -4%
LOAME
847
Lombard Odier Asset Management (Europe)
United Kingdom
$2.21M +$148K +3,150 +8%
ACS
848
Archford Capital Strategies
Illinois
$2.21M -$6.83K -145 -0.3%
FM
849
Foster & Motley
Ohio
$2.2M -$796K -16,901 -28%
P
850
Pitcairn
Pennsylvania
$2.2M +$46K +977 +2%

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.