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Wells Fargo

1,954 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 668 increasing their positions, 955 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.75% less ownership

Funds ownership: 75.83%75.08% (-0.75%)

4% less capital invested

Capital invested by funds: $166B → $159B (-$7.03B)

3% less funds holding

Funds holding: 2,0151,954 (-61)

5% less funds holding in top 10

Funds holding in top 10: 119113 (-6)

16% less call options, than puts

Call options by funds: $1.9B | Put options by funds: $2.26B

27% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 131

30% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 955

Holders
1,954
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.45%
New
96
Increased
668
Reduced
955
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMD
1376
Cypress Capital Management (Delaware)
Delaware
$537K -$46.1K -986 -8%
FVWA
1377
Foster Victor Wealth Advisors
South Carolina
$536K -$163K -3,486 -24%
CIAS
1378
Capital Investment Advisory Services
North Carolina
$535K +$117K +2,512 +28%
IGGA
1379
Iron Gate Global Advisors
Utah
$533K -$18.8K -402 -3%
EF
1380
Exeter Financial
Arizona
$532K -$4.91K -105 -0.9%
ACC
1381
Accident Compensation Corp
New Zealand
$530K -$37.4K -800 -7%
TCM
1382
Tributary Capital Management
Nebraska
$530K
HCM
1383
Hodges Capital Management
Texas
$529K -$250K -5,344 -32%
BIAS
1384
Beacon Investment Advisory Services
New Jersey
$529K -$20.4K -436 -4%
TFF
1385
The Family Firm
Maryland
$529K +$187 +4 +0%
KLI
1386
Kelman-Lazarov Inc
Tennessee
$528K -$509K -10,886 -49%
Koshinski Asset Management
1387
Koshinski Asset Management
Illinois
$528K -$86.7K -1,853 -14%
KJWM
1388
Kiley Juergens Wealth Management
Washington
$527K -$11.6K -247 -2%
LWM
1389
Liberty Wealth Management
California
$526K +$174K +3,725 +50%
WPP
1390
Whalerock Point Partners
Rhode Island
$525K -$156K -3,340 -23%
PAIM
1391
Punch & Associates Investment Management
Minnesota
$525K -$1.17K -25 -0.2%
LJAC
1392
L.J. Altfest & Co
New York
$524K -$93.4K -1,998 -15%
SHGA
1393
Sand Hill Global Advisors
California
$524K -$2.57K -55 -0.5%
CA
1394
Claro Advisors
Massachusetts
$523K -$3.51K -75 -0.7%
WPW
1395
Waldron Private Wealth
Pennsylvania
$522K -$52.9K -1,132 -9%
CAM
1396
Cidel Asset Management
Ontario, Canada
$521K -$55.9K -1,196 -10%
PCMC
1397
Private Capital Management (Colorado)
Colorado
$521K -$18.2K -390 -3%
FA
1398
FCG Advisors
New Jersey
$520K +$10.6K +227 +2%
WCM
1399
Windsor Capital Management
Arizona
$516K -$29.2K -625 -5%
OCM
1400
Osterweis Capital Management
California
$515K +$2.76K +59 +0.5%

WFC Hedge Fund Activity: Q2 2019 in Review

1,954 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2019, worth a combined $159B — down 4.2% from $166B a quarter earlier.

Sellers outnumbered buyers: 131 funds closed out of WFC and 96 opened new positions — a net loss of 35 holders — while 955 trimmed existing stakes and 668 added.

The largest buyer was Nuveen, adding an estimated $971M. The largest seller was Magellan Asset Management, cutting an estimated $1.09B.

  • 1,954 institutional investors held Wells Fargo (WFC) as of Q2 2019, down from 2,015 in Q1 2019.
  • Funds reported $159B of Wells Fargo stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 96 funds opened new Wells Fargo positions in Q2 2019 and 131 closed out, a net change of -35 holders.
  • The largest Wells Fargo buyer in Q2 2019 was Nuveen, an estimated $971M added.
  • The largest Wells Fargo seller in Q2 2019 was Magellan Asset Management, an estimated $1.09B sold.

Based on aggregated 13F filings for Q2 2019.