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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
BOS
1451
Bank of Stockton
California
$464K -$2.34K -50 -0.5%
KPW
1452
Kore Private Wealth
New York
$463K +$4.77K +102 +1%
BAM
1453
Belpointe Asset Management
Nevada
$462K -$399K -8,533 -47%
I
1454
IberiaBank
Louisiana
$459K -$221K -4,727 -33%
EPA
1455
Element Pointe Advisors
Florida
$457K +$452K +9,655 New
FWP
1456
FAS Wealth Partners
Kansas
$456K -$11.6K -249 -3%
VCA
1457
Verdence Capital Advisors
Maryland
$456K +$127K +2,720 +39%
FPS
1458
Fieldpoint Private Securities
Connecticut
$450K -$37K -792 -8%
IFWM
1459
Institute for Wealth Management
Colorado
$449K -$144K -3,086 -25%
OCM
1460
One Capital Management
California
$448K -$132K -2,827 -23%
CA
1461
Crewe Advisors
Utah
$448K +$227K +4,862 +106%
JLBC
1462
J.L. Bainbridge & Co
Florida
$447K -$63.3K -1,353 -13%
VHAM
1463
Van Hulzen Asset Management
California
$446K -$36.9K -789 -8%
TCPWM
1464
Traverso Chambers Private Wealth Management
California
$446K -$30.8K -658 -7%
WA
1465
Wealth Architects
California
$445K +$3.04K +65 +0.7%
BCP
1466
Blue Chip Partners
Michigan
$443K -$6.36K -136 -1%
FBC
1467
Fairfield, Bush & Co
Connecticut
$441K -$50.4K -1,077 -10%
IIA
1468
IPG Investment Advisors
California
$439K -$36.9K -789 -8%
OC
1469
Oarsman Capital
Wisconsin
$439K -$9.21K -197 -2%
MCM
1470
Manchester Capital Management
Vermont
$439K
BW
1471
Bison Wealth
Georgia
$438K -$5.14K -110 -1%
BIA
1472
BHK Investment Advisors
Alabama
$438K +$32K +685 +8%
JT
1473
Jump Trading
Illinois
$438K +$433K +9,249 New
CWM
1474
Chesapeake Wealth Management
Virginia
$437K -$22.9K -490 -5%
VST
1475
Van Strum & Towne
California
$437K

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.