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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
AC
876
Abbrea Capital
California
$2.07M -$70.3K -1,372 -3%
SAM
877
Sawgrass Asset Management
Florida
$2.06M -$306K -5,967 -12%
AL
878
Aspiriant LLC
California
$2.06M +$49.8K +973 +2%
WP
879
WealthPLAN Partners
Nebraska
$2.05M +$8.4K +164 +0.4%
CIC
880
Chilton Investment Company
Connecticut
$2.05M -$846K -16,511 -27%
H
881
HoyleCohen
California
$2.05M -$134K -2,625 -6%
AAS
882
Avantax Advisory Services
Texas
$2.03M +$2.27M +44,235 New
EWM
883
Endurance Wealth Management
Rhode Island
$2.03M -$115K -2,250 -5%
BBA
884
BLB&B Advisors
Pennsylvania
$2.03M -$124K -2,426 -5%
HB
885
Homrich & Berg
Georgia
$2.03M -$154K -3,011 -6%
GCP
886
GSA Capital Partners
United Kingdom
$2.02M +$1.08M +21,103 +93%
HCM
887
Hengehold Capital Management
Ohio
$2.02M -$1.38K -27 -0.1%
NC
888
Northpointe Capital
Michigan
$2.01M -$47.6K -929 -2%
TPWA
889
TRUE Private Wealth Advisors
Oregon
$2M -$43.5K -849 -2%
LWANC
890
Laurel Wealth Advisors (North Carolina)
North Carolina
$2M +$2.22M +43,328 New
SSW
891
Smith Shellnut Wilson
Mississippi
$1.99M
SAM
892
Sequent Asset Management
Texas
$1.97M -$46.6K -910 -2%
AC
893
Allstate Corporation
Illinois
$1.97M +$1.95M +38,028 +816%
MA
894
Montag & Associates
Georgia
$1.96M -$438K -8,546 -17%
OA
895
Oxbow Advisors
Texas
$1.96M -$203K -3,963 -9%
WP
896
WealthSource Partners
California
$1.95M +$1.34M +26,147 +161%
IC
897
Investment Counsel
Michigan
$1.95M -$25.6K -500 -1%
LHC
898
Little House Capital
Massachusetts
$1.95M +$2.19M +42,789 New
OIA
899
OneDigital Investment Advisors
Kansas
$1.95M -$89.4K -1,745 -4%
MPAM
900
Murphy Pohlad Asset Management
Minnesota
$1.95M +$268K +5,235 +14%

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.