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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
GBBWRPM
1426
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$533K +$79.5K +1,616 +17%
TRAM
1427
Tuscan Ridge Asset Management
Illinois
$533K +$543K +11,035 New
VCM
1428
Vision Capital Management
Oregon
$531K +$14K +285 +3%
NFGCM
1429
Norman Fields Gottscho Capital Management
New York
$531K +$540K +10,980 New
OAM
1430
Occidental Asset Management
California
$529K +$112K +2,287 +26%
CCG
1431
Chatham Capital Group
Georgia
$528K -$49.2K -1,000 -8%
CFA
1432
Cahill Financial Advisors
Minnesota
$528K +$3.25K +66 +0.6%
AF
1433
Allworth Financial
California
$523K -$629K -12,790 -54%
JLBC
1434
J.L. Bainbridge & Co
Florida
$523K +$211K +4,283 +66%
OCM
1435
Osterweis Capital Management
California
$522K
RCM
1436
RB Capital Management
Nevada
$522K +$639 +13 +0.1%
PB
1437
Pinnacle Bancorp
Nebraska
$521K
JC
1438
Jacobs & Co
California
$520K -$19.7K -400 -4%
OIA
1439
Optimum Investment Advisors
Illinois
$520K
FA
1440
FCG Advisors
New Jersey
$520K +$4.33K +88 +0.8%
FAT
1441
First American Trust
California
$516K -$41.8K -850 -7%
WC
1442
Woodstock Corp
Massachusetts
$516K -$34.4K -700 -6%
WPA
1443
West Paces Advisors
Georgia
$516K -$82.4K -1,675 -14%
NSB
1444
Norway Savings Bank
Maine
$514K -$128K -2,612 -20%
CBFP
1445
Cedar Brook Financial Partners
Ohio
$511K +$110K +2,245 +27%
MFG
1446
Magnus Financial Group
New York
$508K +$36.2K +736 +8%
MSA
1447
Marino Stram & Associates
Massachusetts
$508K +$43K +874 +9%
JAM
1448
Jupiter Asset Management
United Kingdom
$506K -$7.43M -151,105 -94%
FBC
1449
Fairfield, Bush & Co
Connecticut
$503K -$573K -11,655 -53%
LKIM
1450
Lawson Kroeker Investment Management
Nebraska
$502K -$26.6K -540 -5%

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.