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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
CICI
901
Capital Investment Counsel Inc
North Carolina
$1.94M +$379K +7,398 +21%
CF
902
CNA Financial
Illinois
$1.94M
HCC
903
Hirtle Callaghan & Co
Pennsylvania
$1.94M
PA
904
Parallel Advisors
California
$1.93M -$178K -3,469 -8%
WP
905
WMS Partners
Maryland
$1.93M -$8.65M -168,807 -80%
ICOM
906
Investment Counselors of Maryland
Maryland
$1.93M +$17.9K +350 +0.8%
SCA
907
Sage Capital Advisors
South Dakota
$1.92M -$475K -9,273 -18%
HAG
908
HighPoint Advisor Group
Illinois
$1.92M -$62.2K -1,215 -5%
NB
909
Nicolet Bankshares
Wisconsin
$1.91M -$28.2K -551 -1%
RIM
910
Rampart Investment Management
Connecticut
$1.91M -$3.96M -77,344 -65%
BIA
911
BMT Investment Advisors
Pennsylvania
$1.91M
Qube Research & Technologies (QRT)
912
Qube Research & Technologies (QRT)
United Kingdom
$1.89M -$1.01M -19,652 -32%
MCM
913
Monarch Capital Management
Indiana
$1.87M -$339K -6,616 -14%
CII
914
Capital International Inc
California
$1.87M -$220K -4,300 -10%
TG
915
TCW Group
California
$1.87M -$410K -8,003 -16%
PC
916
Palo Capital
California
$1.87M +$768 +15 +0%
HWA
917
HCR Wealth Advisors
California
$1.86M -$226K -4,420 -10%
RHDIC
918
R.H. Dinel Investment Counsel
California
$1.85M +$2.06M +40,175 New
NCM
919
Neumann Capital Management
California
$1.84M -$125K -2,450 -6%
GC
920
Gilbert & Cook
Iowa
$1.84M -$4.76K -93 -0.2%
GCMG
921
Gyroscope Capital Management Group
Florida
$1.84M +$2.04M +39,875 New
SFM
922
Signature Financial Management
Virginia
$1.84M -$32.1K -627 -2%
RM
923
Resource Management
Louisiana
$1.83M -$284K -5,539 -12%
DSC
924
Duncker Streett & Co
Missouri
$1.83M -$15K -293 -0.7%
LFAS
925
Level Four Advisory Services
Texas
$1.83M +$1.64K +32 +0.1%

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.