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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
MCG
951
MACRO Consulting Group
New Jersey
$1.55M +$227K +4,848 +17%
SDWIA
952
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M +$112K +2,397 +8%
ODCM
953
Old Dominion Capital Management
Virginia
$1.54M -$9.35K -200 -0.6%
AL
954
Aspiriant LLC
California
$1.53M -$96K -2,053 -6%
NWM
955
Nicola Wealth Management
British Columbia, Canada
$1.53M
GIA
956
GHP Investment Advisors
Colorado
$1.53M +$109K +2,326 +8%
Loomis, Sayles & Company
957
Loomis, Sayles & Company
Massachusetts
$1.52M +$1.51M +32,201 New
FAM
958
Fred Alger Management
New York
$1.52M -$37.2K -796 -2%
PFSC
959
Peoples Financial Services Corp
Pennsylvania
$1.52M +$129K +2,750 +9%
GC
960
Grimes & Company
Massachusetts
$1.52M -$21.5K -459 -1%
SYBT
961
Stock Yards Bank & Trust
Kentucky
$1.5M -$382K -8,162 -20%
SCM
962
SOL Capital Management
Maryland
$1.5M +$65K +1,389 +5%
TI
963
Trexquant Investment
Connecticut
$1.5M +$1.48M +31,700 New
BWP
964
Baldwin Wealth Partners
Massachusetts
$1.5M -$2.67K -57 -0.2%
FFBTD
965
First Financial Bank - Trust Division
Ohio
$1.5M -$92.4K -1,976 -6%
BAC
966
Boys Arnold & Co
North Carolina
$1.49M -$435K -9,293 -23%
SBIA
967
Sheaff Brock Investment Advisors
Indiana
$1.49M -$327 -7 -0%
DPIM
968
Duff & Phelps Investment Management
Illinois
$1.49M
JIC
969
Johnson Investment Counsel
Ohio
$1.48M +$48.5K +1,038 +3%
RPC
970
Rossmore Private Capital
Connecticut
$1.48M +$171K +3,666 +13%
TYCC
971
Texas Yale Capital Corp
Florida
$1.48M -$1.76M -37,712 -55%
PFS
972
Prospera Financial Services
Texas
$1.45M +$66.1K +1,413 +5%
B
973
Bailard
California
$1.45M +$63.1K +1,350 +5%
BB
974
Busey Bank
Illinois
$1.44M -$16.1K -345 -1%
WIM
975
Waverton Investment Management
United Kingdom
$1.43M +$103K +2,199 +8%

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.