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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
RA
1476
Raffles Associates
New York
$472K +$525K +10,248 New
OC
1477
Oarsman Capital
Wisconsin
$471K -$79.6K -1,555 -13%
CBA
1478
Coastal Bridge Advisors
Connecticut
$471K
CA
1479
Cornerstone Advisory
Maryland
$470K +$10.9K +213 +2%
MCM
1480
Manchester Capital Management
Vermont
$466K
PIM
1481
Penobscot Investment Management
Massachusetts
$465K -$108K -2,100 -17%
TCPWM
1482
Traverso Chambers Private Wealth Management
California
$465K +$517K +10,096 New
IIA
1483
IPG Investment Advisors
California
$464K +$22.4K +438 +5%
CWM
1484
Chesapeake Wealth Management
Virginia
$464K +$88.3K +1,723 +21%
MWM
1485
MorganRosel Wealth Management
Colorado
$464K +$516K +10,072 New
FWM
1486
Fairhaven Wealth Management
Illinois
$463K +$514K +10,040 New
HAI
1487
Hennessy Advisors Inc
California
$461K -$512K -10,000 -50%
JVBC
1488
J.V. Bruni & Co
Colorado
$461K
HL
1489
HeadInvest LLC
Maine
$461K +$221K +4,318 +76%
BHC
1490
Bowen Hanes & Co
Florida
$461K +$512K +10,000 New
BWP
1491
Bernardo Wealth Planning
Pennsylvania
$460K +$512K +9,989 New
CWA
1492
Cypress Wealth Advisors
California
$458K -$5.22K -102 -1%
ZIG
1493
Zuckerman Investment Group
Illinois
$458K
BCA
1494
Bray Capital Advisors
Florida
$458K +$13.2K +257 +3%
ADL
1495
Asset Dedication LLC
California
$457K -$21.9K -428 -4%
PWPS
1496
Pinnacle Wealth Planning Services
Ohio
$453K -$201K -3,927 -29%
KPW
1497
Kore Private Wealth
New York
$453K +$504K +9,836 New
FPS
1498
Fieldpoint Private Securities
Connecticut
$452K +$105K +2,052 +26%
CAM
1499
Columbia Asset Management
Michigan
$451K
SAM
1500
Shamrock Asset Management
Texas
$451K

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.