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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
ZIC
1026
ZWJ Investment Counsel
Georgia
$1.38M +$675K +13,177 +78%
PFSC
1027
Peoples Financial Services Corp
Pennsylvania
$1.38M -$30.7K -600 -2%
FLI
1028
Family Legacy Inc
South Carolina
$1.38M -$1.28K -25 -0.1%
NIM
1029
Nexus Investment Management
Ontario, Canada
$1.38M
SA
1030
Strategic Advisors
New York
$1.38M -$145K -2,825 -9%
SDWIA
1031
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.37M +$1.53M +29,777 New
BAS
1032
Brown Advisory Securities
Maryland
$1.37M -$759K -14,815 -34%
FMT
1033
First Mercantile Trust
Tennessee
$1.36M -$48.5K -947 -3%
NPA
1034
Nichols & Pratt Advisers
Massachusetts
$1.36M +$35K +684 +2%
PNC
1035
Park National Corp
Ohio
$1.36M -$1.61M -31,352 -52%
CL
1036
Choreo LLC
Illinois
$1.35M +$18.4K +360 +1%
TIM
1037
Thornburg Investment Management
New Mexico
$1.35M
RPC
1038
Rossmore Private Capital
Connecticut
$1.35M +$16.9K +330 +1%
WAM
1039
Wealthspire Advisors (Maryland)
Maryland
$1.35M -$300K -5,856 -17%
P
1040
Pitcairn
Pennsylvania
$1.34M -$176K -3,429 -11%
PCM
1041
Parsons Capital Management
Rhode Island
$1.34M -$16.3K -319 -1%
SIC
1042
SFE Investment Counsel
California
$1.33M -$5.12K -100 -0.3%
DLG
1043
Daniel L. Goodwin
$1.33M
SS
1044
Sunbelt Securities
Texas
$1.32M +$403K +7,859 +38%
TNBTD
1045
Trustmark National Bank Trust Department
Mississippi
$1.32M
RWA
1046
Ropes Wealth Advisors
Massachusetts
$1.31M -$357K -6,972 -20%
HW
1047
Hedeker Wealth
Illinois
$1.31M -$22.1K -431 -1%
CCG
1048
Cypress Capital Group
Florida
$1.3M -$262K -5,113 -15%
JIC
1049
Johnson Investment Counsel
Ohio
$1.3M -$771K -15,047 -35%
HIC
1050
Holderness Investments Company
North Carolina
$1.29M -$64.5K -1,259 -4%

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.