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Wells Fargo
WFC

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: 113 → 122 (+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: 1,954 → 1,938 (-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

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$704M
2
JP Morgan Chase
JP Morgan Chase
New York
+$249M
3
ClearBridge Investments
ClearBridge Investments
New York
+$183M
4
Goldman Sachs
Goldman Sachs
New York
+$141M
5
Victory Capital Management
Victory Capital Management
Texas
+$134M

Top Sellers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.48B
2
Capital International Investors
Capital International Investors
California
-$1.1B
3
BlackRock
BlackRock
New York
-$426M
4
BBHC
Brown Brothers Harriman & Co
New York
-$385M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$303M
Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
851
D.L. Carlson Investment Group
New Hampshire
$2.19M +$2.05M +43,525 New
SSW
852
Smith Shellnut Wilson
Mississippi
$2.18M -$2.5K -53 -0.1%
SCA
853
Sage Capital Advisors
South Dakota
$2.18M +$45.5K +965 +2%
BRWA
854
B. Riley Wealth Advisors
Florida
$2.16M +$301K +6,387 +18%
CA
855
Cetera Advisors
Colorado
$2.14M +$351K +7,443 +21%
SC
856
Sawyer & Company
Massachusetts
$2.14M -$49.1K -1,042 -2%
CFA
857
Carroll Financial Associates
North Carolina
$2.13M +$6.69K +142 +0.3%
EML
858
Eos Management LP
New York
$2.12M +$1.98M +42,000 New
ASN
859
Advisory Services Network
Georgia
$2.12M – – –
TCOT
860
Trust Company of Toledo
Ohio
$2.11M -$71.2K -1,511 -3%
MOS
861
MGO One Seven
Ohio
$2.11M -$18K -382 -0.9%
BCM
862
Boltwood Capital Management
California
$2.1M -$808K -17,150 -29%
KLCM
863
KG&L Capital Management
Louisiana
$2.09M -$482K -10,228 -20%
WPW
864
Waldron Private Wealth
Pennsylvania
$2.08M +$1.43M +30,316 +275%
AC
865
Addison Capital
Pennsylvania
$2.05M -$10.4K -221 -0.5%
GC
866
Gilbert & Cook
Iowa
$2.05M +$8.15K +173 +0.4%
WA
867
WP Advisors
California
$2.04M +$6.59K +140 +0.3%
TNBTD
868
Trustmark National Bank Trust Department
Mississippi
$2.04M +$3.86K +82 +0.2%
RHDIC
869
R.H. Dinel Investment Counsel
California
$2.03M – – –
IP
870
Interval Partners
New York
$2.02M -$4.94M -104,836 -72%
VF
871
Vilas Fund
Illinois
$2.02M -$1.88M -40,000 -50%
SACTSONJ
872
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.02M – – –
MA
873
Montag & Associates
Georgia
$2.02M -$4.47K -95 -0.2%
NAM
874
NorthCoast Asset Management
Connecticut
$2.01M -$508K -10,780 -21%
LWANC
875
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.01M +$49.1K +1,043 +3%
33 34
35
36 37

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.