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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
NI
1301
Noked Israel
Israel
$725K
NWP
1302
Northstar Wealth Partners
Connecticut
$725K
SC
1303
Sovarnum Capital
New York
$725K +$738K +15,000 New
CC
1304
Chicago Capital
Illinois
$724K
JFA
1305
JNBA Financial Advisors
Minnesota
$721K -$71.9K -1,462 -9%
LG
1306
LaFleur & Godfrey
Michigan
$721K +$177K +3,600 +32%
PAS
1307
Park Avenue Securities
New York
$719K +$724K +14,724 New
1IA
1308
1834 Investment Advisors
Wisconsin
$717K -$129K -2,622 -15%
WEC
1309
Winslow Evans & Crocker
Massachusetts
$714K +$39K +792 +6%
FVWA
1310
Foster Victor Wealth Advisors
South Carolina
$713K +$69.8K +1,419 +11%
GBT
1311
Grove Bank & Trust
Florida
$710K +$10.5K +214 +1%
RA
1312
Rational Advisors
New York
$708K -$6.12M -124,358 -89%
AIA
1313
AIMZ Investment Advisors
California
$700K
BEC
1314
Blue Edge Capital
Virginia
$700K -$318K -6,470 -31%
FCI
1315
Financial Counselors Inc
Kansas
$699K -$67.4K -1,371 -9%
SM
1316
Salzhauer Michael
$699K
WPP
1317
Whalerock Point Partners
Rhode Island
$698K +$144K +2,920 +25%
NIM
1318
Northeast Investment Management
Massachusetts
$697K -$300K -6,095 -30%
ARMT
1319
Amica Retiree Medical Trust
Rhode Island
$697K -$248K -5,047 -26%
I
1320
IberiaBank
Louisiana
$697K -$227K -4,616 -24%
NIA
1321
Northstar Investment Advisors
Colorado
$695K +$191K +3,883 +37%
TH
1322
TCTC Holdings
Texas
$691K
EM
1323
ELCO Management
New York
$690K -$34.9K -710 -5%
AFP
1324
Ausdal Financial Partners
Iowa
$683K +$9.2K +187 +1%
AMIM
1325
Aull & Monroe Investment Management
Alabama
$679K -$86.3K -1,755 -11%

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.