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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
KA
1076
KLCM Advisors
Wisconsin
$1.27M +$4.87K +99 +0.4%
AI
1077
Accredited Investors
Minnesota
$1.26M +$14K +284 +1%
BPWA
1078
Beacon Pointe Wealth Advisors
California
$1.26M +$137K +2,794 +12%
MMPW
1079
Mitchell McLeod Pugh & Williams
Alabama
$1.26M +$51.2K +1,041 +4%
SFA
1080
Semmax Financial Advisors
North Carolina
$1.26M +$705K +14,343 +123%
NHC
1081
Nicholas Hoffman & Company
Georgia
$1.25M +$81.7K +1,661 +7%
ANRIA
1082
American National Registered Investment Advisor
Texas
$1.25M -$4.92K -100 -0.4%
ET
1083
Equitable Trust
Tennessee
$1.24M -$6.89K -140 -0.5%
EWM
1084
Edge Wealth Management
New York
$1.24M -$9.79K -199 -0.8%
GKFF
1085
George Kaiser Family Foundation
Oklahoma
$1.23M
NCM
1086
Northside Capital Management
Oregon
$1.23M
IB
1087
Intrust Bank
Kansas
$1.22M -$6.34K -129 -0.5%
TIM
1088
Triad Investment Management
California
$1.22M +$5.02K +102 +0.4%
SBA
1089
Secrest Blakey & Associates
North Carolina
$1.22M -$29K -589 -2%
NFC
1090
Northeast Financial Consultants
Connecticut
$1.21M -$50.2K -1,020 -4%
KFBMI
1091
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.21M
BCM
1092
BlueMar Capital Management
Florida
$1.21M +$1.23M +25,000 New
CNAM
1093
Campbell Newman Asset Management
Wisconsin
$1.21M -$96.5K -1,963 -7%
CEP
1094
Chicago Equity Partners
Illinois
$1.21M +$403K +8,190 +49%
CAM
1095
Cresset Asset Management
Illinois
$1.21M +$468K +9,517 +62%
MBT
1096
Montecito Bank & Trust
California
$1.2M -$142K -2,893 -10%
CK
1097
Cohen Klingenstein
New York
$1.2M
HWA
1098
HCR Wealth Advisors
California
$1.2M -$761K -15,472 -38%
ALAM
1099
Asahi Life Asset Management
Japan
$1.2M -$93.9K -1,910 -7%
MAFM
1100
Mid Atlantic Financial Management
Pennsylvania
$1.2M +$32.1K +652 +3%

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.