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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
US Bancorp
101
US Bancorp
Minnesota
$195M -$8.64M -168,720 -4%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$194M -$5.12M -100,000 -2%
First Manhattan
103
First Manhattan
New York
$193M -$2.45M -47,888 -1%
MG
104
Magnolia Group
Nebraska
$190M +$95.2M +1,858,550 +82%
Citigroup
105
Citigroup
New York
$189M +$56.5M +1,102,211 +37%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$188M -$104M -2,025,166 -33%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$186M +$16.9M +330,018 +9%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$185M +$51.1M +996,812 +33%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$183M +$101M +1,969,061 +98%
Brown Advisory
110
Brown Advisory
Maryland
$179M -$14.9M -291,162 -7%
Nordea Investment Management
111
Nordea Investment Management
Sweden
$178M -$22M -429,239 -10%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$176M -$113K -2,198 -0.1%
SO
113
STRS Ohio
Ohio
$175M -$1.46M -28,448 -0.7%
Wells Fargo
114
Wells Fargo
California
$166M -$4.58M -89,484 -2%
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
$164M +$66.2M +1,292,045 +57%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$162M -$4.32M -84,292 -2%
PI
117
Putnam Investments
Massachusetts
$161M +$15.6M +304,970 +10%
Mawer Investment Management
118
Mawer Investment Management
Alberta, Canada
$154M +$3.3M +64,475 +2%
RJA
119
Raymond James & Associates
Florida
$154M -$8.5M -166,023 -5%
Canada Life
120
Canada Life
Manitoba, Canada
$145M -$1.28M -25,002 -0.8%
TBC
121
Tweedy, Browne Co
Connecticut
$143M -$2.92M -56,962 -2%
Korea Investment Corp
122
Korea Investment Corp
South Korea
$142M +$1.48M +28,900 +0.9%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$142M -$33.5M -654,664 -18%
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
$141M +$134M +2,624,580 +593%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$141M -$79.4M -1,550,952 -34%

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.