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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1051
Tocqueville Asset Management
New York
$1.22M -$6.21M -132,771 -84%
FC
1052
Ferris Capital
Massachusetts
$1.21M +$58.2K +1,244 +5%
GP
1053
Girard Partners
Pennsylvania
$1.21M -$735K -15,723 -38%
FP
1054
Factorial Partners
New York
$1.21M +$1.19M +25,500 New
MMPW
1055
Mitchell McLeod Pugh & Williams
Alabama
$1.21M -$25.7K -550 -2%
IB
1056
Intrust Bank
Kansas
$1.21M +$6.59K +141 +0.6%
MAM
1057
Meeder Asset Management
Ohio
$1.21M +$563K +12,034 +90%
SFM
1058
Signet Financial Management
New Jersey
$1.2M
CFG
1059
Citizens Financial Group
Rhode Island
$1.2M -$413K -8,832 -26%
NCM
1060
Northside Capital Management
Oregon
$1.2M
BPWA
1061
Beacon Pointe Wealth Advisors
California
$1.2M -$39.2K -839 -3%
RWA
1062
RGT Wealth Advisors
Texas
$1.19M +$1.18M +25,212 New
TIM
1063
Triad Investment Management
California
$1.19M -$4.77K -102 -0.4%
KFBMI
1064
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.18M
CEP
1065
Chicago Equity Partners
Illinois
$1.18M -$935 -20 -0.1%
EH
1066
Employers Holdings
Nevada
$1.18M +$1.16M +24,900 New
SRC
1067
Sage Rhino Capital
California
$1.17M -$115K -2,463 -9%
VIA
1068
Vident Investment Advisory
Georgia
$1.14M +$109K +2,334 +11%
NFC
1069
Northeast Financial Consultants
Connecticut
$1.14M -$46.8K -1,000 -4%
WSTAM
1070
Wilbanks Smith & Thomas Asset Management
Virginia
$1.14M -$109K -2,330 -9%
CT
1071
Coastline Trust
Rhode Island
$1.14M -$6.55K -140 -0.6%
GCM
1072
Gladius Capital Management
Illinois
$1.13M -$5.19M -111,023 -82%
NSAM
1073
North Star Asset Management
Wisconsin
$1.13M -$295K -6,316 -21%
GJIC
1074
Gamble Jones Investment Counsel
California
$1.13M -$4.21K -90 -0.4%
GLLW
1075
Graves Light Lenhart Wealth
Virginia
$1.12M -$32.4K -693 -3%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.