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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
FSCM
876
Front Street Capital Management
Montana
$2M +$42.4K +899 +2%
OAM
877
Oxford Asset Management
United Kingdom
$2M -$5.77M -122,579 -76%
AA
878
Ancora Advisors
Ohio
$1.99M -$23.6K -502 -1%
CAM
879
Carret Asset Management
New York
$1.99M +$13.4K +285 +0.7%
KA
880
KLCM Advisors
Wisconsin
$1.99M +$639K +13,568 +52%
BBNA
881
Bremer Bank National Association
Minnesota
$1.99M -$1.93M -40,922 -51%
TFS
882
Thoroughbred Financial Services
Tennessee
$1.99M +$18.8K +399 +1%
ETI
883
Enterprise Trust & Investment
California
$1.97M +$424K +9,000 +30%
VCM
884
Virtue Capital Management
Tennessee
$1.95M -$59.9K -1,272 -3%
FIM
885
Freedom Investment Management
Connecticut
$1.95M +$401K +8,504 +28%
WTB
886
Washington Trust Bank
Washington
$1.95M +$13.1K +279 +0.7%
PCTC
887
Perkins Coie Trust Company
Washington
$1.95M -$11.4K -243 -0.6%
MFW
888
Meristem Family Wealth
Minnesota
$1.94M -$118K -2,497 -6%
IC
889
Investment Counsel
Michigan
$1.92M -$301K -6,399 -14%
BJL
890
Brighton Jones LLC
Washington
$1.92M -$161K -3,415 -8%
PA
891
Parallel Advisors
California
$1.92M -$103K -2,182 -5%
AW
892
ACG Wealth
Georgia
$1.92M -$383K -8,137 -18%
MCM
893
Monarch Capital Management
Indiana
$1.91M -$4.71K -100 -0.3%
MIM
894
Miller Investment Management
Pennsylvania
$1.91M
DSC
895
Duncker Streett & Co
Missouri
$1.89M -$41.3K -876 -2%
GCC
896
Guardian Capital (Canada)
Ontario, Canada
$1.88M
VF
897
Virtu Financial
New York
$1.88M +$1.04M +22,179 +147%
NCM
898
Northwest Capital Management
Oregon
$1.88M -$23.6K -500 -1%
DCM
899
Donaldson Capital Management
Indiana
$1.86M -$123K -2,602 -7%
SAM
900
Sequent Asset Management
Texas
$1.85M

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.