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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
DWA
1326
Divergent Wealth Advisors
Utah
$679K
RWM
1327
Ritholtz Wealth Management
New York
$676K +$41.7K +847 +6%
AWA
1328
ARS Wealth Advisors
Florida
$674K +$9.84K +200 +1%
LSAG
1329
Lake Street Advisors Group
New Hampshire
$674K +$13.6K +277 +2%
Cetera Investment Advisers
1330
Cetera Investment Advisers
Illinois
$666K -$41.4K -841 -6%
LCM
1331
Leisure Capital Management
California
$666K +$25.8K +524 +4%
BEAM
1332
Baker Ellis Asset Management
Washington
$662K -$97.3K -1,979 -13%
TC
1333
Telemus Capital
Michigan
$662K -$67.2K -1,367 -9%
MBTD
1334
Mechanics Bank - Trust Department
California
$662K -$27K -549 -4%
MCM
1335
Mengis Capital Management
Oregon
$662K +$98 +2 +0%
CCT
1336
Chemung Canal Trust
New York
$661K +$264K +5,376 +65%
AWM
1337
Aries Wealth Management
Maine
$660K
FSA
1338
Fort Sheridan Advisors
Illinois
$658K +$1.48K +30 +0.2%
WWM
1339
Windsor Wealth Management
Indiana
$658K +$22.3K +453 +3%
AFM
1340
Andesa Financial Management
Pennsylvania
$658K +$359K +7,297 +115%
MCM
1341
Murphy Capital Management
New Jersey
$656K -$94.9K -1,930 -12%
CA
1342
CapWealth Advisors
Tennessee
$652K -$2.46K -50 -0.4%
PCA
1343
Personal Capital Advisors
California
$651K +$153K +3,116 +30%
MAM
1344
Meeder Asset Management
Ohio
$649K -$8.76M -178,064 -93%
AP
1345
Atwood & Palmer
Missouri
$646K
TFO
1346
Tarbox Family Office
California
$642K -$787 -16 -0.1%
PWPS
1347
Pinnacle Wealth Planning Services
Ohio
$640K +$168K +3,418 +35%
IWM
1348
IHT Wealth Management
Illinois
$637K -$81.3K -1,654 -11%
PFO
1349
Pathstone Family Office
New Jersey
$635K +$542K +11,017 +507%
KJHP
1350
K.J. Harrison & Partners
Ontario, Canada
$633K -$320K -6,500 -33%

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.