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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
HHGA
1451
Halbert Hargrove Global Advisors
California
$508K -$51.9K -1,013 -8%
LKIM
1452
Lawson Kroeker Investment Management
Nebraska
$503K -$47.4K -925 -8%
BFIC
1453
Bedell Frazier Investment Counselling
California
$502K -$23.3K -455 -4%
KCP
1454
KDI Capital Partners
North Carolina
$502K +$558K +10,903 New
CFA
1455
Cahill Financial Advisors
Minnesota
$501K -$58.9K -1,149 -10%
GLA
1456
Great Lakes Advisors
Illinois
$501K -$22K -430 -4%
CWS
1457
Cypress Wealth Services
California
$500K -$88.1K -1,720 -14%
OCM
1458
Osterweis Capital Management
California
$498K -$154K -3,000 -22%
RCM
1459
RB Capital Management
Nevada
$497K -$112K -2,189 -17%
PB
1460
Pinnacle Bancorp
Nebraska
$497K +$553K +10,789 New
OIA
1461
Optimum Investment Advisors
Illinois
$496K
GHAM
1462
Gilman Hill Asset Management
Connecticut
$496K +$552K +10,775 New
VCM
1463
Vision Capital Management
Oregon
$493K +$50.9K +993 +10%
FA
1464
FCG Advisors
New Jersey
$492K +$17.6K +344 +3%
WPW
1465
Waldron Private Wealth
Pennsylvania
$487K +$153K +2,995 +40%
NIA
1466
Northstar Investment Advisors
Colorado
$483K -$6.66K -130 -1%
VHAM
1467
Van Hulzen Asset Management
California
$478K -$6.5K -127 -1%
CG
1468
Corundum Group
Colorado
$478K +$532K +10,381 New
PCA
1469
Personal Capital Advisors
California
$477K -$188K -3,667 -26%
CAM
1470
Claret Asset Management
Quebec, Canada
$476K -$1.54K -30 -0.3%
CIP
1471
Convergence Investment Partners
Florida
$475K -$2.65M -51,720 -83%
BRC
1472
Bell Rock Capital
Delaware
$474K -$1.33M -25,881 -72%
BCM
1473
Breiter Capital Management
Florida
$473K +$314K +6,132 +148%
WC
1474
Weil Company
California
$472K
BW
1475
Bison Wealth
Georgia
$472K +$61.6K +1,202 +13%

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.