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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
TIM
1101
Triad Investment Management
California
$1.16M +$1.29M +25,174 New
PWW
1102
Pettyjohn Wood & White
Virginia
$1.16M -$302K -5,892 -19%
WAM
1103
Weatherly Asset Management
California
$1.15M -$7.99K -156 -0.6%
MMPW
1104
Mitchell McLeod Pugh & Williams
Alabama
$1.15M -$58.5K -1,143 -4%
KFBMI
1105
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.15M
SFM
1106
Signet Financial Management
New Jersey
$1.15M -$58.1K -1,135 -4%
CK
1107
Cohen Klingenstein
New York
$1.15M
CT
1108
Coastline Trust
Rhode Island
$1.14M -$282K -5,500 -18%
NAM
1109
NorthCoast Asset Management
Connecticut
$1.14M -$150K -2,932 -11%
AFS
1110
Access Financial Services
Minnesota
$1.14M -$419K -8,176 -25%
GLLW
1111
Graves Light Lenhart Wealth
Virginia
$1.14M +$1.27M +24,762 New
SFSG
1112
Stearns Financial Services Group
North Carolina
$1.13M -$32.5K -635 -3%
SHJ
1113
Sharkey, Howes & Javer
Colorado
$1.13M +$1.07M +20,955 +576%
BCM
1114
BTR Capital Management
California
$1.13M -$43.2K -843 -3%
FC
1115
Ferris Capital
Massachusetts
$1.12M -$722K -14,090 -37%
NHC
1116
Nicholas Hoffman & Company
Georgia
$1.12M -$102K -1,993 -8%
NNP
1117
Nachman Norwood & Parrott
South Carolina
$1.11M +$1.23M +24,066 New
MAFM
1118
Mid Atlantic Financial Management
Pennsylvania
$1.11M +$1.23M +24,070 New
FBT
1119
First Bank & Trust
South Dakota
$1.1M +$14.6K +285 +1%
AWM
1120
AE Wealth Management
Kansas
$1.1M -$45K -878 -4%
MWNA
1121
Marshall Wace North America
New York
$1.09M -$48M -936,901 -98%
AF
1122
Allworth Financial
California
$1.09M -$9.22K -180 -0.8%
AFG
1123
Albion Financial Group
Utah
$1.08M
MSR
1124
Main Street Research
Connecticut
$1.08M +$948K +18,500 +370%
DBIA
1125
Dumont & Blake Investment Advisors
New Jersey
$1.08M -$76.2K -1,487 -6%

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.