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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
TCM
1351
TAM Capital Management
Connecticut
$627K -$3.34M -65,202 -83%
LJHT
1352
Laurie J. Hall Trustee
$627K -$74.4K -1,452 -10%
BSB
1353
Bangor Savings Bank
Maine
$626K -$53K -1,034 -7%
FSA
1354
Fort Sheridan Advisors
Illinois
$626K +$696K +13,590 New
CA
1355
CapWealth Advisors
Tennessee
$624K
OPTFSNA
1356
Old Point Trust & Financial Services N A
Virginia
$622K -$43.5K -850 -6%
AP
1357
Atwood & Palmer
Missouri
$616K
CA
1358
Cullinan Associates
Kentucky
$616K +$41K +800 +6%
FVWA
1359
Foster Victor Wealth Advisors
South Carolina
$615K +$683K +13,343 New
TFO
1360
Tarbox Family Office
California
$613K -$5.58K -109 -0.8%
PAI
1361
Pittenger & Anderson Inc
Nebraska
$613K
LCM
1362
Leisure Capital Management
California
$611K
NSB
1363
Norway Savings Bank
Maine
$610K -$74.8K -1,460 -10%
WWM
1364
Windsor Wealth Management
Indiana
$607K -$36.1K -704 -5%
RWM
1365
Ritholtz Wealth Management
New York
$606K -$16.4K -321 -2%
LJAC
1366
L.J. Altfest & Co
New York
$604K -$38.6K -754 -5%
AF
1367
Arrow Financial
New York
$603K -$38.4K -750 -5%
MC
1368
Miramar Capital
Illinois
$603K +$629K +12,285 New
FCFC
1369
First Commonwealth Financial Corp
Pennsylvania
$599K +$273K +5,324 +79%
QCM
1370
Quest Capital Management
Texas
$598K +$665K +12,981 New
FHA
1371
Flagship Harbor Advisors
Massachusetts
$592K -$90.1K -1,759 -12%
NFG
1372
Next Financial Group
Texas
$588K -$216K -4,212 -25%
OC
1373
Oakworth Capital
Alabama
$587K +$15.1K +294 +2%
PM
1374
Parametrica Management
Hong Kong
$584K +$650K +12,684 New
PGIM
1375
Pacific Global Investment Management
California
$583K -$189K -3,683 -23%

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.