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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
GEM
1326
Global Endowment Management
North Carolina
$679K +$205K +4,000 +37%
BCP
1327
Blue Chip Partners
Michigan
$678K -$1.5M -29,306 -67%
Cetera Investment Advisers
1328
Cetera Investment Advisers
Illinois
$678K -$141K -2,755 -16%
AIA
1329
AIMZ Investment Advisors
California
$668K -$59.6K -1,164 -7%
GBT
1330
Grove Bank & Trust
Florida
$668K -$57.4K -1,121 -7%
TA
1331
Tiedemann Advisors
New York
$665K +$25.7K +502 +4%
SM
1332
Salzhauer Michael
$664K +$540K +10,543 +273%
KWA
1333
KCS Wealth Advisory
California
$659K -$15K -293 -2%
TH
1334
TCTC Holdings
Texas
$659K
CA
1335
Claro Advisors
Massachusetts
$658K +$642K +12,527 New
MBTD
1336
Mechanics Bank - Trust Department
California
$657K -$1.41M -27,600 -66%
RIM
1337
Regent Investment Management
Kentucky
$656K +$30.1K +588 +4%
MA
1338
Marshwinds Advisory
Georgia
$654K +$512 +10 +0.1%
HCM
1339
Highlander Capital Management
New Jersey
$652K +$58.9K +1,150 +9%
DWA
1340
Divergent Wealth Advisors
Utah
$648K -$5.17K -101 -0.7%
WEC
1341
Winslow Evans & Crocker
Massachusetts
$644K -$5.12K -100 -0.7%
AFP
1342
Ausdal Financial Partners
Iowa
$643K -$254K -4,960 -26%
UBV
1343
United Bank (Virginia)
Virginia
$641K +$713K +13,922 New
ECM
1344
ExodusPoint Capital Management
New York
$636K +$707K +13,798 New
AWA
1345
ARS Wealth Advisors
Florida
$634K -$168K -3,283 -19%
HCM
1346
Hudson Capital Management
New Jersey
$634K -$56.5K -1,104 -7%
MCM
1347
Mengis Capital Management
Oregon
$631K +$56.4K +1,101 +9%
SWP
1348
Strategic Wealth Partners
Ohio
$630K -$37.3K -729 -6%
LSAG
1349
Lake Street Advisors Group
New Hampshire
$630K -$27.1K -530 -4%
AWM
1350
Aries Wealth Management
Maine
$629K

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.