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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
MGIA
1426
Moneta Group Investment Advisors
Missouri
$532K -$151K -2,953 -20%
FAT
1427
First American Trust
California
$532K -$20.2K -394 -3%
WPP
1428
Whalerock Point Partners
Rhode Island
$531K -$23.8K -465 -4%
FDCC
1429
Foster Dykema Cabot & Co
Massachusetts
$530K
HKIM
1430
Hayek Kallen Investment Management
Alabama
$529K -$5.63K -110 -0.9%
FNBOH
1431
First National Bank of Hutchinson
Kansas
$529K +$60.1K +1,173 +11%
TMAM
1432
Tokio Marine Asset Management
Japan
$527K -$202K -3,938 -26%
PCI
1433
Pacifica Capital Investments
Texas
$527K
WC
1434
Woodstock Corp
Massachusetts
$524K -$88.4K -1,726 -13%
PWA
1435
Providence Wealth Advisors
Illinois
$523K -$78.5K -1,533 -12%
LG
1436
LaFleur & Godfrey
Michigan
$522K -$114K -2,235 -16%
NAM
1437
NTV Asset Management
West Virginia
$521K
EF
1438
Exeter Financial
Arizona
$520K -$52K -1,016 -8%
LCM
1439
Liberty Capital Management
Michigan
$519K
KJWM
1440
Kiley Juergens Wealth Management
Washington
$518K +$15.1K +295 +3%
FQ
1441
First Quadrant
California
$517K -$5.85M -114,172 -91%
JC
1442
Jacobs & Co
California
$515K -$14.3K -280 -2%
SMFS
1443
Squar Milner Financial Services
California
$515K
FAM
1444
Formidable Asset Management
Ohio
$514K -$48.1K -939 -8%
TFF
1445
The Family Firm
Maryland
$514K +$154 +3 +0%
SAM
1446
Summit Asset Management
Tennessee
$511K -$22K -430 -4%
PFBT
1447
Parkside Financial Bank & Trust
Missouri
$511K -$11K -214 -2%
BIAS
1448
Beacon Investment Advisory Services
New Jersey
$509K -$222K -4,327 -28%
EB
1449
Eastern Bank
Massachusetts
$508K -$89.9K -1,756 -14%
BC
1450
Blueport Capital
Texas
$508K -$59K -1,152 -9%

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.