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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
WTB
926
Washington Trust Bank
Washington
$1.87M +$263K +5,354 +16%
B
927
Brightworth
Georgia
$1.87M -$358K -7,289 -16%
BG
928
Bollard Group
Massachusetts
$1.86M +$12.2K +249 +0.7%
TFS
929
Thoroughbred Financial Services
Tennessee
$1.86M +$24.8K +504 +1%
SPC
930
Sigma Planning Corp
Michigan
$1.86M +$102K +2,079 +6%
SSA
931
Schonfeld Strategic Advisors
New York
$1.85M +$1.88M +38,270 New
NCM
932
Northwest Capital Management
Oregon
$1.85M
SACTSONJ
933
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.84M
AF
934
Advisornet Financial
Minnesota
$1.83M +$292K +5,933 +19%
MIM
935
Miller Investment Management
Pennsylvania
$1.82M
VF
936
Virtu Financial
New York
$1.81M -$911K -18,531 -33%
BO
937
BRR OpCo
Ohio
$1.81M +$707K +14,376 +62%
GCC
938
Guardian Capital (Canada)
Ontario, Canada
$1.8M -$51.9K -1,055 -3%
SCM
939
Sterneck Capital Management
Missouri
$1.8M +$190K +3,855 +12%
NCM
940
Neumann Capital Management
California
$1.8M -$141K -2,865 -7%
CRC
941
Curi RMB Capital
Illinois
$1.78M +$119K +2,422 +7%
ROTUOC
942
Regents of the University of California
California
$1.78M +$891K +18,106 +100%
CA
943
Cullinan Associates
Kentucky
$1.78M +$1.16M +23,496 +176%
BMO
944
Beck Mack & Oliver
New York
$1.77M -$142K -2,895 -7%
RM
945
Resource Management
Louisiana
$1.77M -$157K -3,185 -8%
MC
946
Martin & Co
Tennessee
$1.76M -$7.38K -150 -0.4%
HCP
947
Holt Capital Partners
Texas
$1.76M +$111K +2,265 +7%
TCM
948
Tuttle Capital Management
Connecticut
$1.75M -$4.62M -93,996 -72%
PK
949
Pflug Koory
Nebraska
$1.74M -$25.6K -520 -1%
IC
950
Intersect Capital
California
$1.74M -$8.56K -174 -0.5%

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.