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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
GWAG
1401
Garrett Wealth Advisory Group
Texas
$565K -$15.4K -314 -3%
QI
1402
Qtron Investments
Massachusetts
$565K
IGGA
1403
Iron Gate Global Advisors
Utah
$562K -$2.85K -58 -0.5%
BIAS
1404
Beacon Investment Advisory Services
New Jersey
$562K +$28K +569 +5%
MHS
1405
M Holdings Securities
Oregon
$560K -$45.5K -926 -7%
GLA
1406
Good Life Advisors
Pennsylvania
$560K -$10.9K -221 -2%
FPCG
1407
Fort Pitt Capital Group
Pennsylvania
$557K -$696K -14,150 -55%
WCM
1408
Windsor Capital Management
Arizona
$557K -$1.33K -27 -0.2%
TP
1409
Truvvo Partners
New York
$556K -$372K -7,565 -40%
SMFS
1410
Squar Milner Financial Services
California
$556K +$16.7K +340 +3%
ACA
1411
Aptus Capital Advisors
Alabama
$555K +$565K +11,486 New
9WM
1412
9258 Wealth Management
Ohio
$553K -$34.3K -698 -6%
PCI
1413
Pacifica Capital Investments
Texas
$553K
PCMC
1414
Private Capital Management (Colorado)
Colorado
$551K -$18.9K -384 -3%
TIA
1415
Traphagen Investment Advisors
New Jersey
$551K +$561K +11,399 New
KJWM
1416
Kiley Juergens Wealth Management
Washington
$550K +$7.23K +147 +1%
FNBOH
1417
First National Bank of Hutchinson
Kansas
$549K
EF
1418
Exeter Financial
Arizona
$548K +$3.05K +62 +0.5%
SSWM
1419
Sheets Smith Wealth Management
North Carolina
$545K -$28.7K -584 -5%
TCM
1420
Tributary Capital Management
Nebraska
$541K +$148K +3,000 +37%
TFF
1421
The Family Firm
Maryland
$540K +$1.43K +29 +0.3%
CA
1422
Claro Advisors
Massachusetts
$538K -$68.5K -1,393 -11%
SHGA
1423
Sand Hill Global Advisors
California
$537K -$46.5K -945 -8%
PAIM
1424
Punch & Associates Investment Management
Minnesota
$537K -$24.6K -500 -4%
FHA
1425
Flagship Harbor Advisors
Massachusetts
$536K -$86.2K -1,753 -14%

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.