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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
NJBEST
1276
New Jersey Better Educational Savings Trust
New Jersey
$773K +$49.2K +1,000 +7%
CP
1277
Covenant Partners
Tennessee
$773K +$786K +15,991 New
SWA
1278
Stratos Wealth Advisors
Ohio
$772K -$19.8K -403 -2%
SFG
1279
Summit Financial Group
West Virginia
$771K
BIC
1280
Beach Investment Counsel
Pennsylvania
$769K
KWA
1281
KCS Wealth Advisory
California
$765K +$75.5K +1,536 +11%
PNAA
1282
Pictet North America Advisors
Switzerland
$763K -$35.1K -713 -4%
BIM
1283
Baldwin Investment Management
Pennsylvania
$762K -$34.4K -700 -4%
BPA
1284
Beacon Pointe Advisors
California
$761K +$689 +14 +0.1%
DP
1285
Denver PWM
Colorado
$760K +$59.8K +1,215 +8%
BC
1286
Brio Consultants
California
$757K +$2.26K +46 +0.3%
LF
1287
Lantz Financial
Illinois
$756K +$770K +15,653 New
IAMOG
1288
Investors Asset Management of Georgia
Georgia
$749K +$98 +2 +0%
GSC
1289
G&S Capital
Colorado
$749K +$885 +18 +0.1%
ACM
1290
AlphaCrest Capital Management
New York
$743K -$928K -18,873 -55%
CWM
1291
Calamos Wealth Management
Illinois
$742K -$58.7K -1,194 -7%
BFO
1292
Biltmore Family Office
North Carolina
$740K
RC
1293
Roundview Capital
New Jersey
$739K -$18.7K -381 -2%
SIC
1294
Shoker Investment Counsel
Ohio
$739K +$130K +2,648 +21%
AIM
1295
Aspen Investment Management
Michigan
$735K -$70.1K -1,425 -9%
BAM
1296
Barrett Asset Management
New York
$734K +$8.85K +180 +1%
AAM
1297
Augustine Asset Management
Florida
$733K +$11.9K +241 +2%
TTWM
1298
TCV Trust & Wealth Management
Virginia
$729K -$155K -3,147 -17%
FFA
1299
First Foundation Advisors
California
$729K -$88.9K -1,808 -11%
NC
1300
Noked Capital
Israel
$725K

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.