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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
Los Angeles Capital Management
126
Los Angeles Capital Management
California
$140M +$75.1M +1,465,860 +94%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$139M +$6.56M +128,087 +4%
N
128
Natixis
France
$134M +$26.1M +509,724 +21%
LSV Asset Management
129
LSV Asset Management
Illinois
$134M -$3.81M -74,300 -2%
ACI
130
AMP Capital Investors
Australia
$133M +$7.47M +145,831 +5%
JFL
131
Jarislowsky, Fraser Ltd
Quebec, Canada
$132M -$1.34M -26,258 -0.9%
MAMU
132
Marathon Asset Management (UK)
United Kingdom
$127M +$25.3M +493,248 +22%
FMI
133
Factory Mutual Insurance
Massachusetts
$125M
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$122M -$816K -15,923 -0.6%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$120M -$2.44M -47,557 -2%
Stifel Financial
136
Stifel Financial
Missouri
$119M +$8.19M +159,894 +7%
State of Tennessee, Department of Treasury
137
State of Tennessee, Department of Treasury
Tennessee
$116M +$7.91M +154,465 +7%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$112M +$18.3M +357,595 +17%
CA
139
Cortland Advisers
Delaware
$112M +$10.7M +208,363 +9%
TAM
140
Troy Asset Management
United Kingdom
$111M +$1.63M +31,900 +1%
CCM
141
Causeway Capital Management
California
$108M +$12.2M +237,745 +11%
GI
142
GAMCO Investors
Connecticut
$107M -$5.43M -106,029 -4%
HP
143
Holowesko Partners
Bahamas
$107M +$4.4M +86,000 +4%
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$107M
GIA
145
Gateway Investment Advisers
Ohio
$104M -$306K -5,967 -0.3%
USAA
146
United Services Automobile Association
Texas
$104M -$3.98M -77,659 -3%
SOMRS
147
State of Michigan Retirement System
Michigan
$103M +$9.32M +182,000 +9%
HFS
148
HL Financial Services
Kentucky
$98.9M -$481K -9,387 -0.4%
SCCM
149
Schafer Cullen Capital Management
New York
$97.7M -$13.7M -267,210 -11%
MPI
150
Mairs & Power Inc
Minnesota
$96.2M -$1.1M -21,483 -1%

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.