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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
RCWMU
76
Rothschild & Co Wealth Management (UK)
United Kingdom
$329M +$624K +12,696 +0.2%
LCOV
77
London Company of Virginia
Virginia
$328M +$10.5M +212,511 +3%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$323M -$17.7M -360,211 -5%
CS
79
Credit Suisse
Switzerland
$322M -$173M -3,512,053 -35%
FPA
80
First Pacific Advisors
California
$315M +$15.5M +314,294 +5%
Principal Financial Group
81
Principal Financial Group
Iowa
$314M -$11.1M -225,738 -3%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$312M +$20.5M +415,967 +7%
DZ Bank
83
DZ Bank
Germany
$311M -$15.6M -317,901 -5%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$306M -$9.7M -197,310 -3%
OAC
85
OMERS Administration Corp
Ontario, Canada
$297M -$3.44M -69,940 -1%
FPP
86
Findlay Park Partners
United Kingdom
$292M -$31.3M -636,855 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
87
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$283M -$13.3M -270,360 -4%
CWG
88
C WorldWide Group
Denmark
$283M -$2.45M -49,855 -0.8%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$274M -$8.32M -169,140 -3%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$251M -$23.3M -473,578 -8%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$250M -$6.28M -127,673 -2%
CI Investments Inc
92
CI Investments Inc
Ontario, Canada
$250M -$66.1M -1,343,855 -21%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$242M +$50.7M +1,030,602 +26%
MG
94
Magnolia Group
Nebraska
$238M +$39.4M +801,672 +19%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$221M +$7.47M +151,799 +3%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$221M -$14.9M -302,432 -6%
National Pension Service
97
National Pension Service
South Korea
$212M +$8.1M +164,624 +4%
PI
98
Putnam Investments
Massachusetts
$209M +$41.4M +840,815 +24%
US Bancorp
99
US Bancorp
Minnesota
$198M -$6.48M -131,763 -3%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$198M +$1.28M +25,997 +0.6%

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.