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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
PK
951
Pflug Koory
Nebraska
$1.69M +$6.15K +120 +0.3%
AC
952
Addison Capital
Pennsylvania
$1.68M -$188K -3,679 -9%
SPC
953
Sigma Planning Corp
Michigan
$1.68M -$33.8K -660 -2%
DM
954
Delphi Management
Massachusetts
$1.67M -$85K -1,660 -4%
JIM
955
Jupiter Investment Management
United Kingdom
$1.67M -$70.4K -1,374 -4%
IC
956
Intersect Capital
California
$1.67M -$19.5K -381 -1%
CFG
957
Citizens Financial Group
Rhode Island
$1.66M +$36.4K +711 +2%
SSB
958
Sandy Spring Bank
Maryland
$1.64M -$12.3K -240 -0.7%
HR
959
Howe & Rusling
New York
$1.64M +$1.61M +31,362 +761%
FFA
960
Fragasso Financial Advisors
Pennsylvania
$1.63M +$121K +2,357 +7%
STB
961
S&T Bank
Pennsylvania
$1.62M -$63.9K -1,248 -3%
MFW
962
Meristem Family Wealth
Minnesota
$1.61M -$52.4K -1,023 -3%
V
963
VeraBank
Texas
$1.61M +$1.79M +35,018 New
FMTC
964
Farmers & Merchants Trust Company
California
$1.61M +$1.79M +35,023 New
HIH
965
HRS Investment Holdings
New York
$1.61M -$512K -10,000 -22%
FFBTD
966
First Financial Bank - Trust Division
Ohio
$1.6M -$106K -2,062 -6%
ODCM
967
Old Dominion Capital Management
Virginia
$1.59M -$33.3K -650 -2%
KLI
968
Kelman-Lazarov Inc
Tennessee
$1.59M -$504K -9,831 -22%
CRC
969
Curi RMB Capital
Illinois
$1.59M -$220K -4,290 -11%
TYCC
970
Texas Yale Capital Corp
Florida
$1.59M -$638K -12,455 -27%
ACM
971
AlphaCrest Capital Management
New York
$1.58M +$1.75M +34,257 New
CS
972
Cannell & Spears
New York
$1.58M -$28.8K -563 -2%
KLCM
973
KG&L Capital Management
Louisiana
$1.57M +$1.75M +34,112 New
HWA
974
Heritage Way Advisors
Illinois
$1.57M +$48K +938 +3%
SHCM
975
Stokes & Hubbell Capital Management
Louisiana
$1.57M -$801K -15,648 -31%

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.