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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
HPCM
1476
High Pointe Capital Management
Illinois
$434K -$1.08M -23,000 -71%
CAM
1477
Claret Asset Management
Quebec, Canada
$429K -$54.2K -1,160 -11%
ACM
1478
Alpha Capital Management
Texas
$428K -$1.84M -39,436 -81%
DAC
1479
Dividend Assets Capital
South Carolina
$428K
WHRC
1480
W.H. Reaves & Co
New Jersey
$427K
LDFR
1481
Lehman & Derafelo Financial Resources
Pennsylvania
$427K +$140K +3,000 +51%
WDL
1482
Well Done LLC
Michigan
$426K +$3.09K +66 +0.7%
CWM
1483
Cahaba Wealth Management
Georgia
$426K +$14.8K +317 +4%
OFS
1484
OneAscent Financial Services
Alabama
$424K +$419K +8,968 New
VCM
1485
Vivaldi Capital Management
Illinois
$423K +$418K +8,943 New
FAM
1486
Formidable Asset Management
Ohio
$422K +$407K +8,711 New
HC
1487
HNP Capital
New York
$421K +$327 +7 +0.1%
VRM
1488
Vectors Research Management
New York
$421K +$327 +7 +0.1%
CCM
1489
Canal Capital Management
Virginia
$418K +$28.4K +608 +7%
OC
1490
Oakworth Capital
Alabama
$416K -$156K -3,331 -27%
WSC
1491
Wellington Shields & Co
New York
$416K -$4.68K -100 -1%
GC
1492
Gratus Capital
Georgia
$416K +$33.1K +707 +9%
GSBTD
1493
Glenview State Bank Trust Department
Illinois
$414K
NC
1494
Noked Capital
Israel
$412K -$295K -6,300 -42%
NI
1495
Noked Israel
Israel
$412K -$295K -6,300 -42%
MCM
1496
Murphy Capital Management
New Jersey
$411K -$228K -4,876 -36%
GSWM
1497
Golden State Wealth Management
California
$410K -$17.6K -377 -4%
IUHSA
1498
Itau Unibanco Holding S.A.
Brazil
$410K +$405K +8,657 New
FAB
1499
First American Bank
Illinois
$409K -$5.57K -119 -1%
AFC
1500
AFT Forsyth & Company
Florida
$409K +$62.9K +1,345 +18%

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.