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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
BONST
1126
Bank of Nova Scotia Trust
Ontario, Canada
$1.12M +$24.8K +504 +2%
SCM
1127
Southport Capital Management
Tennessee
$1.12M -$1.38K -28 -0.1%
PWW
1128
Pettyjohn Wood & White
Virginia
$1.12M -$97K -1,973 -8%
IA
1129
Icon Advisers
Colorado
$1.12M
CCM
1130
Carlson Capital Management
Minnesota
$1.11M +$30.8K +627 +3%
SC
1131
SouthState Corp
Florida
$1.11M -$148K -3,016 -12%
CS
1132
Comerica Securities
Michigan
$1.11M +$308K +6,254 +37%
FTC
1133
Farmers Trust Company
Ohio
$1.11M +$32.6K +663 +3%
OWP
1134
Obermeyer Wealth Partners
Colorado
$1.11M
RCAG
1135
Rehmann Capital Advisory Group
Michigan
$1.1M +$165K +3,364 +17%
BCA
1136
Biltmore Capital Advisors
New Jersey
$1.1M +$1.12M +22,717 New
IC
1137
InterOcean Capital
Illinois
$1.09M +$518K +10,524 +87%
RIL
1138
Rothschild Investment LLC
Illinois
$1.09M +$344K +7,001 +45%
NAM
1139
NTV Asset Management
West Virginia
$1.09M +$556K +11,302 +100%
PAM
1140
PVG Asset Management
Colorado
$1.09M -$795K -16,159 -42%
SS
1141
Sunbelt Securities
Texas
$1.08M -$309K -6,291 -22%
VNIM
1142
Vaughan Nelson Investment Management
Texas
$1.08M
HT
1143
HighTower Trust
Texas
$1.08M -$503K -10,237 -31%
CT
1144
Cambridge Trust
Massachusetts
$1.08M -$194K -3,949 -15%
OIM
1145
Orca Investment Management
Oregon
$1.07M +$20.9K +424 +2%
FIM
1146
Freedom Investment Management
Connecticut
$1.07M +$185K +3,765 +21%
KLI
1147
Kelman-Lazarov Inc
Tennessee
$1.07M -$614K -12,479 -36%
CGL
1148
Clarius Group LLC
Washington
$1.06M +$286K +5,814 +36%
IA
1149
IFP Advisors
Florida
$1.06M -$1.52M -30,850 -59%
VIA
1150
Vident Investment Advisory
Georgia
$1.05M -$205K -4,167 -16%

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.