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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1476
Fairhaven Wealth Management
Illinois
$477K -$8.71K -177 -2%
BOS
1477
Bank of Stockton
California
$477K +$486K +9,872 New
IWC
1478
Integrated Wealth Concepts
Massachusetts
$473K +$117K +2,375 +32%
SAM
1479
Shamrock Asset Management
Texas
$471K -$2.02K -41 -0.4%
CWM
1480
Chesapeake Wealth Management
Virginia
$470K -$16.2K -330 -3%
MTCM
1481
Mint Tower Capital Management
Netherlands
$469K +$477K +9,700 New
KPW
1482
Kore Private Wealth
New York
$468K -$7.13K -145 -1%
DAM
1483
Doheny Asset Management
California
$464K
GAM
1484
Gould Asset Management
California
$462K -$6.89K -140 -1%
PL
1485
Plancorp LLC
Missouri
$462K +$81.9K +1,666 +21%
BCP
1486
Blue Chip Partners
Michigan
$458K -$257K -5,229 -36%
OC
1487
Oarsman Capital
Wisconsin
$458K -$36K -731 -7%
JCM
1488
Janney Capital Management
Pennsylvania
$458K +$7.57K +154 +2%
HA
1489
Halsey Associates
Connecticut
$454K
BW
1490
Bison Wealth
Georgia
$453K -$43.4K -882 -9%
WA
1491
Wealth Architects
California
$452K +$4.97K +101 +1%
BWP
1492
Bernardo Wealth Planning
Pennsylvania
$449K -$34.6K -704 -7%
ARMC
1493
American Research & Management Company
Massachusetts
$449K +$106K +2,151 +30%
MCM
1494
Manchester Capital Management
Vermont
$448K +$43.2K +879 +10%
IIC
1495
Ironwood Investment Counsel
Arizona
$448K +$106K +2,163 +30%
GLA
1496
Great Lakes Advisors
Illinois
$447K -$80K -1,626 -15%
SFM
1497
Systematic Financial Management
New Jersey
$447K
I2I
1498
Insight 2811 Inc
Illinois
$447K +$27.8K +566 +7%
VST
1499
Van Strum & Towne
California
$446K
MF
1500
Magnetar Financial
Illinois
$440K +$448K +9,115 New

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.