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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$170M -$1.32M -28,112 -0.8%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$170M +$23.1M +489,415 +17%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$168M -$26M -552,382 -14%
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
$168M -$148M -3,144,601 -49%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$167M -$23.6K -500 -0%
SO
106
STRS Ohio
Ohio
$166M -$21.5M -455,810 -12%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$166M -$43M -912,500 -22%
CI Investments Inc
108
CI Investments Inc
Ontario, Canada
$163M -$209M -4,442,088 -58%
SCCM
109
Schafer Cullen Capital Management
New York
$162M +$544K +11,546 +0.4%
TAM
110
Troy Asset Management
United Kingdom
$161M +$5.93M +125,975 +4%
Bank of Nova Scotia
111
Bank of Nova Scotia
Ontario, Canada
$159M -$7.67M -162,914 -5%
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$158M -$53.7M -1,140,889 -27%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$156M -$69.4M -1,473,813 -32%
Canada Life
114
Canada Life
Manitoba, Canada
$155M -$1.49M -31,658 -1%
Wells Fargo
115
Wells Fargo
California
$153M +$6.73M +142,888 +5%
FPP
116
Findlay Park Partners
United Kingdom
$149M -$145M -3,078,546 -51%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$149M -$148M -3,132,497 -51%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$148M +$4.94M +104,902 +4%
AAMU
119
Amundi Asset Management US
Massachusetts
$148M +$26.7M +566,777 +24%
JFL
120
Jarislowsky, Fraser Ltd
Quebec, Canada
$145M +$9.45M +200,539 +7%
Nordea Investment Management
121
Nordea Investment Management
Sweden
$144M +$4.13M +87,722 +3%
Stifel Financial
122
Stifel Financial
Missouri
$138M -$3.61M -76,722 -3%
Brown Advisory
123
Brown Advisory
Maryland
$138M -$28.7M -609,095 -18%
Renaissance Technologies
124
Renaissance Technologies
New York
$137M -$91.4M -1,940,378 -42%
TBC
125
Tweedy, Browne Co
Connecticut
$133M -$502K -10,661 -0.4%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.