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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
CWM
1401
Cornerstone Wealth Management
Missouri
$555K -$30.5M -596,401 -98%
CPC
1402
Congress Park Capital
New York
$555K +$41.1K +803 +7%
IWA
1403
Intercontinental Wealth Advisors
Texas
$554K -$82K -1,600 -12%
WCM
1404
Whitener Capital Management
North Carolina
$554K +$17.3K +338 +3%
BA
1405
Bristol Advisors
Pennsylvania
$553K +$615K +12,000 New
CFG
1406
Cooper Financial Group
California
$553K +$615K +12,007 New
SLF
1407
Sun Life Financial
Ontario, Canada
$552K +$1.79K +35 +0.3%
GWAG
1408
Garrett Wealth Advisory Group
Texas
$551K +$615K +12,005 New
CCG
1409
Chatham Capital Group
Georgia
$550K -$343K -6,700 -36%
SSWM
1410
Sheets Smith Wealth Management
North Carolina
$547K -$130K -2,544 -18%
BO
1411
Bank OZK
Arkansas
$546K -$2.56K -50 -0.4%
BFO
1412
Boston Family Office
Massachusetts
$546K +$89.1K +1,740 +17%
GLA
1413
Good Life Advisors
Pennsylvania
$545K -$26.7K -522 -4%
KA
1414
Kaizen Advisory
Illinois
$545K +$62.4K +1,219 +11%
IGGA
1415
Iron Gate Global Advisors
Utah
$544K -$615 -12 -0.1%
PCMC
1416
Private Capital Management (Colorado)
Colorado
$543K +$603K +11,782 New
HIC
1417
Hartline Investment Corp
Illinois
$539K
QI
1418
Qtron Investments
Massachusetts
$539K +$599K +11,689 New
SAM
1419
Smithbridge Asset Management
Pennsylvania
$538K
SFA
1420
Semmax Financial Advisors
North Carolina
$537K +$597K +11,653 New
ANBT
1421
American National Bank & Trust
Texas
$535K -$293K -5,730 -33%
PAIM
1422
Punch & Associates Investment Management
Minnesota
$535K +$1.28K +25 +0.2%
HC
1423
Henshaw Capital
Massachusetts
$534K +$4.71K +92 +0.8%
NG
1424
Northstar Group
New York
$534K -$138K -2,694 -19%
WCM
1425
Windsor Capital Management
Arizona
$533K -$41.5K -810 -7%

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.