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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
VFPI
1176
Vantage Financial Partners (Illinois)
Illinois
$949K -$87.1K -1,700 -8%
QCG
1177
Quadrant Capital Group
Ohio
$948K -$188K -3,661 -15%
CIM
1178
CIM Investment Management
Pennsylvania
$947K -$46.6K -909 -4%
NIM
1179
Northeast Investment Management
Massachusetts
$946K -$212K -4,130 -17%
BTW
1180
Boston Trust Walden
Massachusetts
$941K -$118K -2,300 -10%
ECM
1181
Evergreen Capital Management
Washington
$939K +$102K +2,000 +11%
TBA
1182
Tower Bridge Advisors
Pennsylvania
$938K -$200K -3,896 -16%
JA
1183
JOYN Advisors
Georgia
$934K -$261K -5,097 -20%
WA
1184
Wheatland Advisors
Pennsylvania
$932K +$102 +2 +0%
CPA
1185
Court Place Advisors
Maryland
$931K
CBN
1186
Cadence Bank NA
Texas
$928K -$305K -5,958 -23%
BFEC
1187
Benjamin F. Edwards & Company
Missouri
$922K +$28.8K +563 +3%
RC
1188
RBF Capital
California
$922K +$512K +10,000 +100%
PWM
1189
Perigon Wealth Management
California
$920K -$392K -7,650 -29%
ICM
1190
IMS Capital Management
Oregon
$919K -$30.3K -592 -3%
Assenagon Asset Management
1191
Assenagon Asset Management
Luxembourg
$913K +$1.02M +19,824 New
PWAP
1192
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$912K -$23.6K -461 -2%
WA1
1193
Wimmer Associates 1
California
$910K -$37.4K -730 -4%
BWCS
1194
Beirne Wealth Consulting Services
Connecticut
$909K +$1.01M +19,734 New
MWP
1195
MYCIO Wealth Partners
Pennsylvania
$908K +$102K +1,998 +11%
PC
1196
Port Capital
Illinois
$907K -$170K -3,310 -14%
KJHP
1197
K.J. Harrison & Partners
Ontario, Canada
$903K -$5.95M -116,099 -86%
RCAG
1198
Rehmann Capital Advisory Group
Michigan
$898K -$914K -17,854 -48%
ARMT
1199
Amica Retiree Medical Trust
Rhode Island
$897K -$115K -2,239 -10%
HH
1200
Hilltop Holdings
Texas
$896K -$209K -4,090 -17%

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.