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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
BJL
876
Brighton Jones LLC
Washington
$1.96M -$10.2K -218 -0.5%
FMWA
877
Forvis Mazars Wealth Advisors
Missouri
$1.96M -$1.2M -25,676 -38%
MFW
878
Meristem Family Wealth
Minnesota
$1.94M +$290K +6,204 +18%
SCA
879
Sage Capital Advisors
South Dakota
$1.94M -$9.68K -207 -0.5%
AC
880
Addison Capital
Pennsylvania
$1.94M -$23.8K -509 -1%
LOAME
881
Lombard Odier Asset Management (Europe)
United Kingdom
$1.92M -$283K -6,047 -13%
GC
882
Gilbert & Cook
Iowa
$1.91M +$10.5K +225 +0.6%
TNBTD
883
Trustmark National Bank Trust Department
Mississippi
$1.91M +$513K +10,970 +37%
PA
884
Parallel Advisors
California
$1.91M -$666K -14,237 -26%
WA
885
WP Advisors
California
$1.91M +$213K +4,544 +13%
RHDIC
886
R.H. Dinel Investment Counsel
California
$1.9M
B
887
Brightworth
Georgia
$1.9M +$68.1K +1,456 +4%
MA
888
Montag & Associates
Georgia
$1.9M +$209K +4,476 +13%
ANTB
889
AMG National Trust Bank
Colorado
$1.89M -$50.8K -1,087 -3%
SACTSONJ
890
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.89M +$93.5K +2,000 +5%
WSL
891
Western Standard LLC
California
$1.89M +$420K +8,980 +29%
VCM
892
Virtue Capital Management
Tennessee
$1.89M +$1.49M +31,770 +386%
AA
893
Ancora Advisors
Ohio
$1.89M -$109K -2,327 -6%
DCM
894
Donaldson Capital Management
Indiana
$1.87M -$66.6K -1,425 -3%
HBT
895
Hills Bank & Trust
Iowa
$1.86M -$1.74M -37,250 -49%
WP
896
WealthPLAN Partners
Nebraska
$1.85M -$34.2K -732 -2%
CAM
897
Carret Asset Management
New York
$1.85M -$8.65K -185 -0.5%
TFS
898
Thoroughbred Financial Services
Tennessee
$1.84M +$25.5K +546 +1%
LWANC
899
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.84M -$219K -4,675 -11%
PCTC
900
Perkins Coie Trust Company
Washington
$1.84M -$23.4K -501 -1%

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.