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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
BO
1401
Bank OZK
Arkansas
$513K -$44.8K -958 -8%
ACA
1402
Aptus Capital Advisors
Alabama
$512K -$30.5K -653 -6%
VCM
1403
Vision Capital Management
Oregon
$511K -$8.88K -190 -2%
CPC
1404
Congress Park Capital
New York
$510K -$79.3K -1,696 -14%
JC
1405
Jacobs & Co
California
$510K
CA
1406
Calton & Associates
Florida
$510K +$204K +4,354 +68%
FFS
1407
Founders Financial Securities
Maryland
$509K -$71.1K -1,521 -12%
OIA
1408
Optimum Investment Advisors
Illinois
$507K -$2.06K -44 -0.4%
IWA
1409
Intercontinental Wealth Advisors
Texas
$506K -$61.8K -1,322 -11%
BCA
1410
Bray Capital Advisors
Florida
$506K +$35.4K +758 +8%
WC
1411
Woodstock Corp
Massachusetts
$505K
HHGA
1412
Halbert Hargrove Global Advisors
California
$505K +$499K +10,681 New
FCA
1413
FLC Capital Advisors
California
$500K +$128K +2,727 +35%
PWPS
1414
Pinnacle Wealth Planning Services
Ohio
$498K -$128K -2,736 -21%
GAM
1415
Gould Asset Management
California
$498K +$44.4K +950 +10%
NG
1416
Northstar Group
New York
$497K -$58.1K -1,243 -11%
FPCG
1417
Fort Pitt Capital Group
Pennsylvania
$496K -$49.1K -1,050 -9%
PB
1418
Pinnacle Bancorp
Nebraska
$496K -$14K -300 -3%
FHA
1419
Flagship Harbor Advisors
Massachusetts
$493K -$31.1K -666 -6%
CAW
1420
Cornerstone Advisors (Washington)
Washington
$493K +$1.82K +39 +0.4%
JCM
1421
Janney Capital Management
Pennsylvania
$493K +$43.9K +939 +10%
NFG
1422
Next Financial Group
Texas
$493K +$112K +2,391 +30%
CAM
1423
Columbia Asset Management
Michigan
$491K +$22.3K +477 +5%
WPW
1424
Winthrop Partners - WNY
New York
$491K -$263K -5,632 -35%
MAM
1425
Magellan Asset Management
Australia
$489K -$1.09B -23,286,048 -100%

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.