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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
DBT
1076
Dubuque Bank & Trust
Iowa
$1.12M +$5.14K +110 +0.5%
BO
1077
BRR OpCo
Ohio
$1.12M -$641K -13,712 -37%
SCA
1078
Sippican Capital Advisors
Massachusetts
$1.12M -$46.7K -999 -4%
AFG
1079
Albion Financial Group
Utah
$1.12M +$9.35K +200 +0.9%
PCM
1080
Penserra Capital Management
California
$1.12M +$1.09M +23,206 +4,660%
TIM
1081
Thornburg Investment Management
New Mexico
$1.12M +$286K +6,111 +35%
ET
1082
Equitable Trust
Tennessee
$1.11M -$99K -2,118 -8%
WAM
1083
Weatherly Asset Management
California
$1.11M -$50.1K -1,072 -4%
AIM
1084
Anchor Investment Management
South Carolina
$1.11M -$291K -6,231 -21%
MBT
1085
Montecito Bank & Trust
California
$1.1M -$79.5K -1,700 -7%
B
1086
Bellecapital
Switzerland
$1.1M -$53.6K -1,146 -5%
MMHP
1087
Murphy Middleton Hinkle & Parker
Georgia
$1.1M -$5.57K -119 -0.5%
CT
1088
Cambridge Trust
Massachusetts
$1.1M +$34.6K +739 +3%
FSA
1089
Franklin Street Advisors
North Carolina
$1.09M -$17.3K -369 -2%
MAFM
1090
Mid Atlantic Financial Management
Pennsylvania
$1.09M -$80.7K -1,725 -7%
AF
1091
Allworth Financial
California
$1.09M +$568K +12,156 +112%
RAM
1092
Redmond Asset Management
Virginia
$1.09M +$1.08M +22,998 New
WorldQuant Millennium Advisors
1093
WorldQuant Millennium Advisors
New York
$1.08M +$222K +4,757 +26%
OWP
1094
Obermeyer Wealth Partners
Colorado
$1.08M
SS
1095
Sunbelt Securities
Texas
$1.08M +$20.4K +437 +2%
BP
1096
Ballentine Partners
Massachusetts
$1.08M +$149K +3,193 +16%
ECG
1097
Edge Capital Group
Georgia
$1.07M -$466K -9,959 -30%
BCA
1098
Biltmore Capital Advisors
New Jersey
$1.07M +$421 +9 +0%
MA
1099
Mutual Advisors
Nebraska
$1.07M +$146K +3,129 +16%
RCAG
1100
Rehmann Capital Advisory Group
Michigan
$1.07M -$6.36K -136 -0.6%

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.