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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
NIA
1301
Northstar Investment Advisors
Colorado
$652K -$28.1K -600 -4%
ADL
1302
Asset Dedication LLC
California
$651K +$41.1K +878 +7%
SFG
1303
Summit Financial Group
West Virginia
$649K -$104K -2,230 -14%
ADBIC
1304
A.D. Beadell Investment Counsel
Wisconsin
$645K -$347K -7,425 -35%
TMAM
1305
Tokio Marine Asset Management
Japan
$644K +$43K +919 +7%
PNAA
1306
Pictet North America Advisors
Switzerland
$639K -$107K -2,281 -14%
CA
1307
CapWealth Advisors
Tennessee
$639K
ISL
1308
Ingalls & Snyder LLC
New York
$638K -$4.19M -89,499 -87%
AMCA
1309
Arthur M. Cohen & Associates
Illinois
$635K -$879K -18,786 -58%
ONST
1310
Old North State Trust
North Carolina
$633K -$394K -8,424 -39%
PFBT
1311
Parkside Financial Bank & Trust
Missouri
$632K +$59.2K +1,265 +10%
DP
1312
Denver PWM
Colorado
$630K -$70.1K -1,500 -10%
TFO
1313
Tarbox Family Office
California
$630K +$889 +19 +0.1%
IHL
1314
Investment House LLC
California
$628K +$277K +5,924 +81%
EM
1315
ELCO Management
New York
$626K -$49.1K -1,051 -7%
1IA
1316
1834 Investment Advisors
Wisconsin
$625K -$75.3K -1,611 -11%
BEAM
1317
Baker Ellis Asset Management
Washington
$623K -$25.7K -550 -4%
CFG
1318
Cooper Financial Group
California
$623K +$26.9K +576 +5%
MBTD
1319
Mechanics Bank - Trust Department
California
$622K -$26.5K -566 -4%
RWM
1320
Ritholtz Wealth Management
New York
$621K -$41.1K -879 -6%
SFG
1321
SNS Financial Group
Minnesota
$618K +$130K +2,785 +27%
TIA
1322
Traphagen Investment Advisors
New Jersey
$617K +$76.2K +1,630 +14%
IWM
1323
IHT Wealth Management
Illinois
$616K -$7.53K -161 -1%
WPA
1324
West Paces Advisors
Georgia
$613K +$107K +2,287 +21%
CCT
1325
Chemung Canal Trust
New York
$611K -$36.9K -790 -6%

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.