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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$132M +$2.3M +48,785 +2%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$129M -$1.74M -36,985 -1%
HP
128
Holowesko Partners
Bahamas
$121M -$14.3M -304,000 -11%
Asset Management One
129
Asset Management One
Japan
$121M -$2.12M -44,945 -2%
First Manhattan
130
First Manhattan
New York
$120M -$25.7M -545,763 -19%
BG
131
Bahl & Gaynor
Ohio
$117M +$3.87M +82,053 +4%
MPI
132
Mairs & Power Inc
Minnesota
$117M -$185K -3,922 -0.2%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$116M +$8.24M +174,946 +8%
ACI
134
AMP Capital Investors
Australia
$116M -$16.7M -354,283 -13%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$114M +$1.22M +25,791 +1%
HighTower Advisors
136
HighTower Advisors
Illinois
$113M +$71.6M +1,519,938 +211%
Aberdeen Group
137
Aberdeen Group
United Kingdom
$113M -$206M -4,373,449 -66%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$108M -$1.6M -33,910 -2%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$107M -$6.36M -134,920 -6%
VAM
140
Vontobel Asset Management
New York
$106M +$52.4M +1,111,415 +130%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$106M -$4.11M -87,174 -4%
KP
142
Kiltearn Partners
United Kingdom
$105M +$28.2M +597,700 +41%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$105M +$12M +253,838 +14%
CB
144
Cooke & Bieler
Pennsylvania
$104M +$11.8M +249,618 +14%
YAM
145
Yacktman Asset Management
Texas
$102M +$70.4K +1,494 +0.1%
Retirement Systems of Alabama
146
Retirement Systems of Alabama
Alabama
$102M -$8.62M -182,928 -8%
SOMRS
147
State of Michigan Retirement System
Michigan
$101M -$212K -4,500 -0.2%
WHG
148
Westwood Holdings Group
Texas
$100M -$1.8M -38,271 -2%
GI
149
GAMCO Investors
Connecticut
$98.6M -$7.64M -162,273 -8%
MIS
150
Morningstar Investment Services
Illinois
$98.5M -$6.68M -141,728 -7%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.