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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
MM
876
Midas Management
New York
$2.17M +$393K +8,000 +22%
KA
877
Kintegral Advisory
New York
$2.14M +$1.14M +23,131 +110%
CCM
878
Chilton Capital Management
Texas
$2.13M -$420K -8,537 -16%
CICI
879
Capital Investment Counsel Inc
North Carolina
$2.12M +$87.7K +1,783 +4%
HAG
880
HighPoint Advisor Group
Illinois
$2.12M +$72.5K +1,475 +6%
MOS
881
MGO One Seven
Ohio
$2.12M +$835K +16,969 +63%
PPSG
882
Princeton Portfolio Strategies Group
New Jersey
$2.11M -$204K -4,145 -9%
CSS
883
Cubist Systematic Strategies
Connecticut
$2.1M -$1.97M -40,135 -48%
MCP
884
Mirador Capital Partners
California
$2.1M -$407K -8,266 -16%
LWANC
885
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.1M +$6.69K +136 +0.3%
SSW
886
Smith Shellnut Wilson
Mississippi
$2.09M +$2.07K +42 +0.1%
SAM
887
Sawgrass Asset Management
Florida
$2.06M -$100K -2,033 -5%
NA
888
NewEdge Advisors
Louisiana
$2.05M +$29.1K +591 +1%
SCA
889
Sage Capital Advisors
South Dakota
$2.05M +$36.2K +736 +2%
ASN
890
Advisory Services Network
Georgia
$2.05M +$150K +3,043 +8%
MIM
891
Marco Investment Management
Georgia
$2.05M -$482K -9,800 -19%
AA
892
Ancora Advisors
Ohio
$2.04M -$485K -9,857 -19%
CF
893
CNA Financial
Illinois
$2.04M
IC
894
Investment Counsel
Michigan
$2.02M -$27.1K -550 -1%
BJL
895
Brighton Jones LLC
Washington
$2.02M -$209K -4,258 -9%
BIA
896
BMT Investment Advisors
Pennsylvania
$2M
AC
897
Addison Capital
Pennsylvania
$2M +$246K +5,002 +14%
ECM
898
ExodusPoint Capital Management
New York
$2M +$1.35M +27,491 +199%
GP
899
Girard Partners
Pennsylvania
$1.99M -$502K -10,198 -20%
WCM
900
Weld Capital Management
New York
$1.99M +$1.07M +21,805 +112%

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.