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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
FFS
1376
Founders Financial Securities
Maryland
$593K -$1.48K -30 -0.2%
CWS
1377
Cypress Wealth Services
California
$591K +$67.6K +1,374 +13%
SMC
1378
Smith, Moore & Co
Missouri
$590K -$165K -3,348 -22%
CAM
1379
Cidel Asset Management
Ontario, Canada
$590K +$601K +12,216 New
WPW
1380
Waldron Private Wealth
Pennsylvania
$587K +$78.3K +1,593 +15%
OC
1381
Oakworth Capital
Alabama
$586K -$30.4K -618 -5%
PFBT
1382
Parkside Financial Bank & Trust
Missouri
$585K +$50.5K +1,027 +9%
CPC
1383
Congress Park Capital
New York
$582K +$148 +3 +0%
AIC
1384
Ameritas Investment Company
Nebraska
$582K +$592K +12,028 New
PSC
1385
Prentiss Smith & Co
Vermont
$581K -$30.5K -620 -5%
IWA
1386
Intercontinental Wealth Advisors
Texas
$581K
HKIM
1387
Hayek Kallen Investment Management
Alabama
$580K +$25.8K +525 +5%
ACC
1388
Accident Compensation Corp
New Zealand
$580K +$590K +12,000 New
WCM
1389
Whitener Capital Management
North Carolina
$578K -$2.36K -48 -0.4%
PWA
1390
Providence Wealth Advisors
Illinois
$577K +$22.4K +456 +4%
FCIM
1391
Fairview Capital Investment Management
California
$575K -$14.9K -303 -2%
FNBTCON
1392
First National Bank & Trust Co of Newtown
Pennsylvania
$574K -$24.6K -500 -4%
BFO
1393
Boston Family Office
Massachusetts
$573K
GLI
1394
Guardian Life Insurance
New York
$571K -$23.1K -470 -4%
HCM
1395
Hudson Capital Management
New Jersey
$571K -$95.1K -1,933 -14%
BO
1396
Bank OZK
Arkansas
$570K -$3.1K -63 -0.5%
ANBT
1397
American National Bank & Trust
Texas
$568K +$6.59K +134 +1%
NG
1398
Northstar Group
New York
$567K +$7.23K +147 +1%
HIC
1399
Hartline Investment Corp
Illinois
$566K
HC
1400
Henshaw Capital
Massachusetts
$565K +$5.12K +104 +0.9%

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.