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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
LJAC
1351
L.J. Altfest & Co
New York
$632K -$1.38K -28 -0.2%
CAM
1352
Columbia Asset Management
Michigan
$631K +$6.05K +123 +1%
JHCP
1353
Jackson Hole Capital Partners
Oklahoma
$630K +$19.7K +400 +3%
PCM
1354
Prelude Capital Management
New York
$625K +$636K +12,933 New
AF
1355
Arrow Financial
New York
$624K -$9.84K -200 -2%
NERM
1356
New England Research & Management
Illinois
$618K +$630K +12,800 New
SAM
1357
Summit Asset Management
Tennessee
$617K +$82.9K +1,685 +15%
ADL
1358
Asset Dedication LLC
California
$617K +$144K +2,933 +29%
CCA
1359
Cobblestone Capital Advisors
New York
$616K -$167K -3,386 -21%
SMG
1360
Spectrum Management Group
Indiana
$616K +$17.5K +355 +3%
GHAM
1361
Gilman Hill Asset Management
Connecticut
$616K +$96.9K +1,970 +18%
TMAM
1362
Tokio Marine Asset Management
Japan
$613K +$61.9K +1,258 +11%
PGIM
1363
Pacific Global Investment Management
California
$612K +$738 +15 +0.1%
FMB
1364
Field & Main Bank
Kentucky
$611K +$622K +12,655 New
CFG
1365
Cooper Financial Group
California
$609K +$29K +590 +5%
LOAMS
1366
Lombard Odier Asset Management (Switzerland)
Switzerland
$608K
IFWM
1367
Institute for Wealth Management
Colorado
$608K +$619K +12,576 New
JG
1368
Jefferies Group
New York
$604K -$4.45M -90,550 -88%
HCM
1369
Highlander Capital Management
New Jersey
$603K -$71.8K -1,460 -10%
TL
1370
TrueWealth LLC
Georgia
$602K
SWP
1371
Strategic Wealth Partners
Ohio
$600K -$8.71K -177 -1%
CCMD
1372
Cypress Capital Management (Delaware)
Delaware
$596K -$135K -2,750 -18%
OCM
1373
One Capital Management
California
$594K -$738 -15 -0.1%
BMC
1374
Beaton Management Company
Massachusetts
$594K
MC
1375
Miramar Capital
Illinois
$594K

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.