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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
ZIC
1176
ZWJ Investment Counsel
Georgia
$995K -$463K -9,411 -31%
CIM
1177
CIM Investment Management
Pennsylvania
$993K
BPCA
1178
Bank Pictet & Cie (Asia)
Singapore
$992K +$108K +2,200 +12%
FB
1179
Fulton Bank
Pennsylvania
$991K -$80.6K -1,639 -7%
SVWA
1180
Sound View Wealth Advisors
Georgia
$991K -$40.3K -819 -4%
BHBT
1181
Burke & Herbert Bank & Trust
Virginia
$991K -$27.6K -561 -3%
PWAP
1182
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$986K +$30.7K +624 +3%
PI
1183
PFS Investments
Georgia
$986K +$1M +20,402 New
TBA
1184
Tower Bridge Advisors
Pennsylvania
$984K
SNT
1185
Security National Trust
West Virginia
$981K -$71K -1,444 -7%
BAM
1186
Belpointe Asset Management
Nevada
$980K +$302K +6,150 +51%
CPA
1187
Court Place Advisors
Maryland
$979K +$3.39K +69 +0.3%
CW
1188
Cobiz Wealth
Colorado
$977K -$276K -5,610 -22%
ECM
1189
Evergreen Capital Management
Washington
$977K -$7.33K -149 -0.7%
EHWM
1190
Eads & Heald Wealth Management
Georgia
$977K +$51.5K +1,047 +5%
PNC
1191
Park National Corp
Ohio
$975K -$458K -9,309 -32%
HSA
1192
HBK Sorce Advisory
Pennsylvania
$971K +$65.1K +1,324 +7%
HH
1193
Hilltop Holdings
Texas
$970K +$31.8K +646 +3%
FAIM
1194
Financial Advocates Investment Management
Washington
$969K -$90.5K -1,841 -8%
BTW
1195
Boston Trust Walden
Massachusetts
$968K -$18.4K -375 -2%
BAS
1196
Brown Advisory Securities
Maryland
$963K -$455K -9,250 -32%
WA
1197
Wheatland Advisors
Pennsylvania
$961K -$16.2K -329 -2%
CBN
1198
Cadence Bank NA
Texas
$958K -$15.1K -308 -2%
ICM
1199
IMS Capital Management
Oregon
$958K -$5.85K -119 -0.6%
WA1
1200
Wimmer Associates 1
California
$955K

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.