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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
ONST
1151
Old North State Trust
North Carolina
$1.05M +$824K +16,746 +331%
FBT
1152
First Bank & Trust
South Dakota
$1.05M -$109K -2,220 -9%
CB
1153
CNB Bank
Pennsylvania
$1.04M +$176K +3,585 +20%
EWA
1154
Exencial Wealth Advisors
Oklahoma
$1.04M -$22.8K -464 -2%
CCM
1155
Coldstream Capital Management
Washington
$1.04M +$159K +3,238 +18%
BFEC
1156
Benjamin F. Edwards & Company
Missouri
$1.04M +$71.3K +1,450 +7%
BI
1157
Bredin Investment
Delaware
$1.04M
SIM
1158
Sonora Investment Management
Arizona
$1.03M -$64.8K -1,318 -6%
TI
1159
Truehand Inc
New Hampshire
$1.03M
MC
1160
Moors & Cabot
Massachusetts
$1.03M -$505K -10,272 -33%
LBC
1161
Lawrence B. Cohen
$1.03M -$87.2K -1,773 -8%
SIG
1162
Schaller Investment Group
North Carolina
$1.03M -$7.38K -150 -0.7%
PI
1163
PHH Investments
Texas
$1.03M -$6K -122 -0.6%
JFGIW
1164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02M -$53.2K -1,081 -5%
KAS
1165
Kemnay Advisory Services
New York
$1.02M +$1.04M +21,178 New
WMG
1166
WESCAP Management Group
California
$1.02M
ADBIC
1167
A.D. Beadell Investment Counsel
Wisconsin
$1.02M -$24.6K -500 -2%
WB
1168
Webster Bank
Connecticut
$1.02M -$75.8K -1,541 -7%
QCMC
1169
Quantum Capital Management (California)
California
$1.01M +$134K +2,726 +15%
BWCS
1170
Beirne Wealth Consulting Services
Connecticut
$1.01M +$58.7K +1,194 +6%
FIB
1171
First Interstate Bank
Montana
$1.01M -$81.5K -1,657 -7%
QAM
1172
Quantres Asset Management
Cayman Islands
$1M -$2.67M -54,200 -72%
BMA
1173
Brooks Moore & Associates
Tennessee
$1M
VFPI
1174
Vantage Financial Partners (Illinois)
Illinois
$1M +$4.92K +100 +0.5%
CCMG
1175
Clark Capital Management Group
Pennsylvania
$1M -$22.8K -464 -2%

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.