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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
EWA
1226
ERTS Wealth Advisors
Michigan
$844K +$939K +18,325 New
BWM
1227
Buckley Wealth Management
Nevada
$841K -$358K -6,992 -28%
TTWM
1228
TCV Trust & Wealth Management
Virginia
$840K -$93.2K -1,819 -9%
QCMC
1229
Quantum Capital Management (California)
California
$839K -$300K -5,855 -24%
Loomis, Sayles & Company
1230
Loomis, Sayles & Company
Massachusetts
$838K -$10.7M -208,482 -92%
SCA
1231
Snowden Capital Advisors
New York
$837K +$103K +2,007 +12%
ROTUOC
1232
Regents of the University of California
California
$834K
MC
1233
Middleton & Co
Massachusetts
$831K -$83.2K -1,625 -8%
CB
1234
CNB Bank
Pennsylvania
$831K +$85.4K +1,668 +10%
IDBONY
1235
Israel Discount Bank of New York
New York
$826K -$32.3K -630 -3%
MIC
1236
Meridian Investment Counsel
California
$825K
HI
1237
Horizon Investments
North Carolina
$825K +$172K +3,360 +23%
EM
1238
Excalibur Management
Massachusetts
$823K -$33.4K -653 -4%
MAA
1239
Mraz Amerine & Associates
California
$823K +$63.3K +1,235 +7%
CFGS
1240
Concourse Financial Group Securities
Alabama
$822K +$506K +9,883 +124%
TCM
1241
Teza Capital Management
Illinois
$818K -$2.97M -57,980 -77%
PAM
1242
Premier Asset Management
Illinois
$818K -$46.5K -907 -5%
AF
1243
AMG Funds
Connecticut
$817K -$241K -4,709 -21%
NSIM
1244
North Star Investment Management
Illinois
$816K -$102K -1,997 -10%
AIA
1245
Arbor Investment Advisors
North Carolina
$816K -$27K -527 -3%
PCM
1246
Pointe Capital Management
Michigan
$815K -$13.5K -263 -1%
RCG
1247
Ruane, Cunniff & Goldfarb
New York
$811K -$211M -4,124,408 -100%
ACM
1248
Allred Capital Management
Texas
$810K +$901K +17,599 New
QCIG
1249
Quad-Cities Investment Group
Iowa
$809K +$102 +2 +0%
HA
1250
Harbor Advisors
Florida
$806K

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.