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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
AF
1201
AMG Funds
Connecticut
$836K -$67.7K -1,447 -8%
PFO
1202
Pathstone Family Office
New Jersey
$833K +$208K +4,456 +34%
QCIG
1203
Quad-Cities Investment Group
Iowa
$829K +$140 +3 +0%
HA
1204
Harbor Advisors
Florida
$828K
NSIM
1205
North Star Investment Management
Illinois
$823K +$3.04K +65 +0.4%
SMG
1206
Spectrum Management Group
Indiana
$823K +$217K +4,645 +36%
DT
1207
Diversified Trust
Tennessee
$821K -$75.2K -1,609 -8%
GAM
1208
GQ Asset Management
New York
$821K +$811K +17,344 New
PCM
1209
Pointe Capital Management
Michigan
$819K -$11.4K -243 -1%
EWA
1210
ERTS Wealth Advisors
Michigan
$819K -$8.09K -173 -1%
MIC
1211
Meridian Investment Counsel
California
$818K -$28.9K -618 -3%
GA
1212
Greytown Advisors
Florida
$818K +$13K +277 +2%
WP
1213
WMS Partners
Maryland
$817K +$20.6K +441 +3%
PWP
1214
Personal Wealth Partners
Minnesota
$806K
TRCT
1215
Tower Research Capital (TRC)
New York
$801K -$2.58M -55,195 -77%
MC
1216
Middleton & Co
Massachusetts
$800K -$38.8K -830 -5%
SCP
1217
Syntal Capital Partners
Texas
$798K +$789K +16,882 New
FPFS
1218
First Personal Financial Services
North Carolina
$797K +$14.2K +303 +2%
SCA
1219
Snowden Capital Advisors
New York
$797K +$31.4K +671 +4%
EAM
1220
Evanson Asset Management
California
$795K -$3.13K -67 -0.4%
FNBSF
1221
First National Bank Sioux Falls
South Dakota
$794K
NWP
1222
Northstar Wealth Partners
Connecticut
$794K +$82.7K +1,768 +12%
GSC
1223
G&S Capital
Colorado
$793K +$58.2K +1,244 +8%
NNP
1224
Nachman Norwood & Parrott
South Carolina
$792K -$349K -7,460 -31%
GWS
1225
Glassman Wealth Services
Virginia
$792K -$17.8K -380 -2%

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.