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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
VFM
1051
Viking Fund Management
North Dakota
$1.35M +$541K +11,000 +65%
PCM
1052
Parsons Capital Management
Rhode Island
$1.35M -$56.9K -1,157 -4%
RCM
1053
Radnor Capital Management
Pennsylvania
$1.35M
HIC
1054
Holderness Investments Company
North Carolina
$1.35M -$2.46K -50 -0.2%
CC
1055
Cognios Capital
Kansas
$1.35M -$138K -2,802 -9%
CG
1056
Caprock Group
Idaho
$1.34M +$69.7K +1,418 +5%
CWM
1057
Cornerstone Wealth Management
Missouri
$1.34M +$277K +5,632 +47%
RPC
1058
Rossmore Private Capital
Connecticut
$1.33M -$84.9K -1,726 -6%
HI
1059
Horizon Investments
North Carolina
$1.33M +$488K +9,924 +55%
P
1060
Pitcairn
Pennsylvania
$1.33M -$79K -1,607 -6%
VIM
1061
Vista Investment Management
Pennsylvania
$1.33M -$7.72K -157 -0.6%
AC
1062
Avenir Corporation
Virginia
$1.32M -$9.84K -200 -0.7%
EWM
1063
Endurance Wealth Management
Rhode Island
$1.32M -$824K -16,750 -38%
SRC
1064
Sage Rhino Capital
California
$1.31M +$1.34M +27,196 New
QCG
1065
Quadrant Capital Group
Ohio
$1.31M +$323K +6,560 +31%
RHAM
1066
Round Hill Asset Management
California
$1.31M -$9.35K -190 -0.7%
CL
1067
Choreo LLC
Illinois
$1.3M -$122K -2,475 -8%
IMC Chicago
1068
IMC Chicago
Illinois
$1.3M +$1.32M +26,916 New
VCM
1069
Violich Capital Management
California
$1.29M -$36.4K -740 -3%
MPWT
1070
MassMutual Private Wealth & Trust
Connecticut
$1.29M -$922K -18,745 -41%
KCP
1071
Kenmare Capital Partners
New York
$1.28M
JIM
1072
Jupiter Investment Management
United Kingdom
$1.28M -$472K -9,589 -27%
LIM
1073
Loudon Investment Management
New Hampshire
$1.28M
GIM
1074
Guardian Investment Management
California
$1.27M
WSTAM
1075
Wilbanks Smith & Thomas Asset Management
Virginia
$1.27M +$166K +3,374 +15%

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.