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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
FTC
1101
Farmers Trust Company
Ohio
$1.07M -$14.5K -311 -1%
MSR
1102
Main Street Research
Connecticut
$1.06M -$46.7K -999 -4%
GFP
1103
Gryphon Financial Partners
Ohio
$1.06M +$712K +15,224 +209%
VNIM
1104
Vaughan Nelson Investment Management
Texas
$1.06M
IC
1105
InterOcean Capital
Illinois
$1.06M -$12.9K -276 -1%
WEC
1106
Winslow Evans & Crocker
Massachusetts
$1.06M +$355K +7,592 +52%
GI
1107
Gradient Investments
Minnesota
$1.06M +$814K +17,415 +356%
FBT
1108
First Bank & Trust
South Dakota
$1.05M +$24.1K +516 +2%
HW
1109
Hedeker Wealth
Illinois
$1.05M -$489K -10,457 -32%
HAG
1110
HighPoint Advisor Group
Illinois
$1.05M -$208K -4,447 -16%
ECM
1111
Evergreen Capital Management
Washington
$1.05M +$89.6K +1,917 +9%
CQS
1112
Credential Qtrade Securities
$1.05M -$60.1K -1,285 -5%
CHAM
1113
Clear Harbor Asset Management
Connecticut
$1.05M +$684K +14,622 +195%
SCM
1114
Southport Capital Management
Tennessee
$1.05M -$47.8K -1,022 -4%
PVWM
1115
Point View Wealth Management
New Jersey
$1.04M +$269K +5,758 +36%
OIM
1116
Orca Investment Management
Oregon
$1.04M -$6.69K -143 -0.6%
CMO
1117
Covenant Multifamily Offices
Texas
$1.04M +$1.03M +21,944 New
MC
1118
Moors & Cabot
Massachusetts
$1.04M +$32.3K +690 +3%
SWA
1119
Stratos Wealth Advisors
Ohio
$1.03M +$272K +5,826 +36%
CWP
1120
Capital Wealth Planning
Florida
$1.03M +$645K +13,796 +172%
EWA
1121
Exencial Wealth Advisors
Oklahoma
$1.02M
BWAM
1122
Boyd Watterson Asset Management
Ohio
$1.02M -$148K -3,157 -13%
QCMC
1123
Quantum Capital Management (California)
California
$1.02M +$24.6K +527 +3%
BI
1124
Bredin Investment
Delaware
$1.01M
CIM
1125
CIM Investment Management
Pennsylvania
$1.01M +$40.8K +872 +4%

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.