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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
BAC
1001
Boys Arnold & Co
North Carolina
$1.47M +$240K +4,684 +17%
AAM
1002
Auxier Asset Management
Oregon
$1.46M +$25.5K +498 +2%
FMBTD
1003
First Midwest Bank Trust Division
Illinois
$1.46M -$19.1K -373 -1%
ESB
1004
Essex Savings Bank
Connecticut
$1.45M +$1.62M +31,557 New
MC
1005
Moors & Cabot
Massachusetts
$1.45M -$134K -2,614 -8%
LIC
1006
Lodestar Investment Counsel
Illinois
$1.45M -$25.6K -500 -2%
BWP
1007
Baldwin Wealth Partners
Massachusetts
$1.45M -$25.9K -506 -2%
CB
1008
Community Bank
New York
$1.45M -$72.2K -1,410 -4%
AHB
1009
Abner Herrman & Brock
New Jersey
$1.44M -$2.64M -51,516 -62%
ACM
1010
Adalta Capital Management
New York
$1.43M +$42.3K +825 +3%
BB
1011
Busey Bank
Illinois
$1.43M -$56K -1,094 -3%
ST
1012
Smithfield Trust
Pennsylvania
$1.43M -$129K -2,521 -8%
SCM
1013
SOL Capital Management
Maryland
$1.43M -$16.9K -330 -1%
SIAG
1014
Signet Investment Advisory Group
Rhode Island
$1.42M +$1.58M +30,895 New
NPT
1015
Nixon Peabody Trust
Massachusetts
$1.42M -$348K -6,788 -18%
SWM
1016
SeaCrest Wealth Management
New York
$1.42M -$91.6K -1,788 -5%
FMWA
1017
Forvis Mazars Wealth Advisors
Missouri
$1.42M +$1.58M +30,776 New
CC
1018
Cognios Capital
Kansas
$1.41M -$66.8K -1,305 -4%
YWP
1019
YorkBridge Wealth Partners
New York
$1.4M -$2.97K -58 -0.2%
B
1020
Bellecapital
Switzerland
$1.4M +$8.2K +160 +0.5%
NSAM
1021
North Star Asset Management
Wisconsin
$1.4M -$25.4K -496 -2%
SBIA
1022
Sheaff Brock Investment Advisors
Indiana
$1.39M +$3.12K +61 +0.2%
BCM
1023
Bowie Capital Management
Texas
$1.38M -$4.25M -83,000 -73%
EMR
1024
Errol M. Rudman
$1.38M -$1.54M -30,000 -50%
BOC
1025
Barbara Oil Co
Illinois
$1.38M

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.