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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
KMWM
1226
Keudell/Morrison Wealth Management
Oregon
$791K +$36.8K +787 +5%
HWA
1227
HCR Wealth Advisors
California
$786K -$384K -8,218 -33%
MWP
1228
MYCIO Wealth Partners
Pennsylvania
$777K -$23.2K -497 -3%
AC
1229
Allstate Corporation
Illinois
$772K -$11.6M -248,930 -94%
FRA
1230
Front Row Advisors
California
$772K -$701 -15 -0.1%
TW
1231
Transform Wealth
Colorado
$770K +$761K +16,276 New
JFA
1232
Johanson Financial Advisors
California
$768K -$143K -3,066 -16%
FCI
1233
Financial Counselors Inc
Kansas
$767K +$81.4K +1,740 +12%
FCCM
1234
First City Capital Management
Georgia
$766K -$152K -3,247 -19%
MMG
1235
Monetary Management Group
Missouri
$763K
MAA
1236
Mraz Amerine & Associates
California
$759K -$468 -10 -0.1%
CCA
1237
Cobblestone Capital Advisors
New York
$759K +$154K +3,290 +26%
NJBEST
1238
New Jersey Better Educational Savings Trust
New Jersey
$757K
CI
1239
Clal Insurance
Israel
$757K +$748K +16,000 New
BIC
1240
Beach Investment Counsel
Pennsylvania
$753K
RCM
1241
Requisite Capital Management
Texas
$753K +$701K +15,000 +1,657%
WIA
1242
World Investment Advisors
California
$753K +$22.6M +484,159 New
CPIG
1243
Chicago Partners Investment Group
Illinois
$750K -$7.11K -152 -0.9%
IIM
1244
Ipswich Investment Management
Massachusetts
$748K -$25.7K -550 -3%
LF
1245
Lantz Financial
Illinois
$748K +$8.84K +189 +1%
CWS
1246
Cypress Wealth Services
California
$748K +$167K +3,577 +29%
PCM
1247
Parsons Capital Management
Rhode Island
$743K -$572K -12,221 -44%
FMLI
1248
Fukoku Mutual Life Insurance
Japan
$743K -$88.9K -1,900 -11%
OIA
1249
OneDigital Investment Advisors
Kansas
$742K -$1.25M -26,688 -63%
QI
1250
Qtron Investments
Massachusetts
$742K +$186K +3,983 +34%

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.