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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
WSL
1001
Western Standard LLC
California
$1.5M +$581K +11,820 +62%
HFA
1002
HC Financial Advisors
California
$1.5M +$1.53M +31,009 New
SHCM
1003
Stokes & Hubbell Capital Management
Louisiana
$1.49M -$157K -3,190 -9%
WAM
1004
Wealthspire Advisors (Maryland)
Maryland
$1.49M +$74.4K +1,512 +5%
QT
1005
Quantbot Technologies
New York
$1.49M +$1.52M +30,813 New
CB
1006
Community Bank
New York
$1.49M -$30.5K -620 -2%
BB
1007
Busey Bank
Illinois
$1.48M -$14.2K -288 -0.9%
CC
1008
Courier Capital
New York
$1.47M -$80.1K -1,629 -5%
CPA
1009
Clear Perspective Advisors
Illinois
$1.47M -$89.7K -1,823 -6%
SCM
1010
Shelton Capital Management
Colorado
$1.47M -$69.7M -1,416,233 -95%
SCM
1011
SOL Capital Management
Maryland
$1.46M -$30.9K -628 -2%
JIC
1012
Johnson Investment Counsel
Ohio
$1.46M +$105K +2,128 +8%
SDWIA
1013
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.46M +$23.8K +483 +2%
ACH
1014
ArrowMark Colorado Holdings
Colorado
$1.46M -$8.06M -163,900 -84%
SWM
1015
SeaCrest Wealth Management
New York
$1.46M -$27.6K -561 -2%
S
1016
SignatureFD
Georgia
$1.46M +$135K +2,754 +10%
NSAM
1017
North Star Asset Management
Wisconsin
$1.46M -$10K -204 -0.7%
FLI
1018
Family Legacy Inc
South Carolina
$1.45M -$7.38K -150 -0.5%
BOC
1019
Barbara Oil Co
Illinois
$1.45M
GIA
1020
GHP Investment Advisors
Colorado
$1.45M +$145K +2,957 +11%
LIC
1021
Lodestar Investment Counsel
Illinois
$1.44M -$81.2K -1,650 -5%
YWP
1022
YorkBridge Wealth Partners
New York
$1.44M -$37.2K -756 -2%
AIM
1023
Anchor Investment Management
South Carolina
$1.43M -$120K -2,437 -8%
NPA
1024
Nichols & Pratt Advisers
Massachusetts
$1.43M
PFS
1025
Prospera Financial Services
Texas
$1.42M +$200K +4,059 +16%

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.