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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
RCM
1051
Radnor Capital Management
Pennsylvania
$1.29M +$4.15K +81 +0.3%
WIM
1052
Waverton Investment Management
United Kingdom
$1.28M +$49.5K +966 +4%
MBT
1053
Montecito Bank & Trust
California
$1.28M -$61.5K -1,200 -4%
WCM
1054
Wunderlich Capital Managemnt
Tennessee
$1.28M +$15.2K +296 +1%
VIM
1055
Vista Investment Management
Pennsylvania
$1.27M -$922 -18 -0.1%
AC
1056
Avenir Corporation
Virginia
$1.27M
VCM
1057
Violich Capital Management
California
$1.27M -$51.2K -1,000 -4%
S
1058
SignatureFD
Georgia
$1.27M -$314K -6,134 -18%
MCG
1059
MACRO Consulting Group
New Jersey
$1.27M +$1.4M +27,426 New
AWM
1060
Altium Wealth Management
New York
$1.26M +$94.9K +1,852 +7%
IA
1061
IFG Advisory
Georgia
$1.26M -$33.9K -661 -2%
RHAM
1062
Round Hill Asset Management
California
$1.26M -$1.54K -30 -0.1%
Twin Tree Management
1063
Twin Tree Management
Texas
$1.26M +$1.4M +27,248 New
PCAP
1064
Pratt Collard Advisory Partners
New York
$1.25M +$342K +6,675 +33%
SS
1065
Simplicity Solutions
Minnesota
$1.25M +$719K +14,029 +108%
GIA
1066
GHP Investment Advisors
Colorado
$1.24M -$237K -4,631 -15%
CNAM
1067
Campbell Newman Asset Management
Wisconsin
$1.24M
PT
1068
Plimoth Trust
Massachusetts
$1.24M -$35.4K -691 -3%
MOS
1069
MGO One Seven
Ohio
$1.23M +$323K +6,309 +31%
ITIM
1070
Indiana Trust & Investment Management
Indiana
$1.23M -$247K -4,825 -15%
ALAM
1071
Asahi Life Asset Management
Japan
$1.23M +$1.37M +26,700 New
KCP
1072
Kenmare Capital Partners
New York
$1.23M +$1.36M +26,600 New
GJIC
1073
Gamble Jones Investment Counsel
California
$1.23M -$411K -8,031 -23%
WWM
1074
Western Wealth Management
Colorado
$1.22M +$1.36M +26,548 New
LIM
1075
Loudon Investment Management
New Hampshire
$1.22M

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.