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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
DZ Bank
76
DZ Bank
Germany
$310M +$28M +546,489 +9%
FPP
77
Findlay Park Partners
United Kingdom
$308M +$33.8M +660,485 +11%
LCOV
78
London Company of Virginia
Virginia
$303M -$38.1M -743,459 -10%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$301M -$17.7M -345,376 -5%
Aberdeen Group
80
Aberdeen Group
United Kingdom
$301M +$146M +2,847,214 +76%
CI Investments Inc
81
CI Investments Inc
Ontario, Canada
$300M +$23.9M +467,266 +8%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$296M -$59.7M -1,165,485 -15%
FPA
83
First Pacific Advisors
California
$286M +$46M +897,743 +17%
Arrowstreet Capital
84
Arrowstreet Capital
Massachusetts
$284M +$208M +4,066,180 +193%
Grantham, Mayo, Van Otterloo & Co (GMO)
85
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$283M +$58.5M +1,142,338 +23%
O
86
OppenheimerFunds
New York
$279M +$152M +2,958,769 +96%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$278M -$3.48M -68,000 -1%
CSIA
88
Charles Schwab Investment Advisory
California
$278M +$7.94M +154,930 +3%
OAC
89
OMERS Administration Corp
Ontario, Canada
$277M
CWG
90
C WorldWide Group
Denmark
$272M -$1.47M -28,787 -0.5%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$269M -$4.47M -87,284 -1%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$261M +$2.71M +53,000 +0.9%
Millennium Management
93
Millennium Management
New York
$249M +$46.9M +915,517 +20%
UBS Group
94
UBS Group
Switzerland
$243M -$49.7M -971,008 -16%
UIM
95
USS Investment Management
United Kingdom
$229M -$1.91M -37,300 -0.7%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$224M -$26.4M -515,172 -10%
VAM
97
Vontobel Asset Management
New York
$214M +$19.5M +381,555 +9%
Citadel Advisors
98
Citadel Advisors
Florida
$209M -$127M -2,482,691 -35%
National Pension Service
99
National Pension Service
South Korea
$205M +$12.3M +239,467 +6%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$204M -$1.87M -36,417 -0.8%

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.