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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
EM
1151
Excalibur Management
Massachusetts
$946K +$109K +2,327 +13%
GPC
1152
Glacier Peak Capital
Washington
$946K +$935K +20,000 New
BDS
1153
Banco de Sabadell
Florida
$944K -$1.32M -28,259 -59%
CFGS
1154
Concourse Financial Group Securities
Alabama
$944K +$49.8K +1,064 +6%
WA
1155
Wheatland Advisors
Pennsylvania
$941K
CPA
1156
Court Place Advisors
Maryland
$937K -$22K -471 -2%
ICM
1157
IMS Capital Management
Oregon
$937K -$1.03K -22 -0.1%
WA1
1158
Wimmer Associates 1
California
$935K
FB
1159
Fulton Bank
Pennsylvania
$931K -$38.6K -825 -4%
LG
1160
LaFleur & Godfrey
Michigan
$931K +$223K +4,760 +32%
ITIM
1161
Indiana Trust & Investment Management
Indiana
$930K -$215K -4,598 -19%
PNC
1162
Park National Corp
Ohio
$930K -$25.6K -547 -3%
JFGIW
1163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$929K -$71.4K -1,526 -7%
FIB
1164
First Interstate Bank
Montana
$928K -$59.2K -1,266 -6%
TP
1165
Truvvo Partners
New York
$926K +$378K +8,079 +70%
LA
1166
LexAurum Advisors
Kansas
$918K +$36.3K +777 +4%
RB
1167
Rodgers Brothers
Pennsylvania
$918K +$907K +19,403 New
NAS
1168
Nicolet Advisory Services
Wisconsin
$915K -$8.61K -184 -0.9%
CCMG
1169
Clark Capital Management Group
Pennsylvania
$910K -$68.1K -1,456 -7%
LB
1170
Legacy Bridge
Iowa
$909K
GCM
1171
Glynn Capital Management
California
$907K
ECM
1172
ExodusPoint Capital Management
New York
$899K -$1.04M -22,281 -54%
IA
1173
Icon Advisers
Colorado
$899K -$192K -4,100 -18%
CCM
1174
Coldstream Capital Management
Washington
$899K -$120K -2,560 -12%
MFG
1175
MidWestOne Financial Group
Iowa
$892K +$882K +18,850 New

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.