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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
MFG
1501
Magnus Financial Group
New York
$451K +$501K +9,780 New
DIA
1502
Dean Investment Associates
Ohio
$447K -$1.35M -26,264 -73%
GAM
1503
Gould Asset Management
California
$447K
FPCP
1504
Fort Point Capital Partners
California
$446K -$107K -2,087 -18%
MSA
1505
Marino Stram & Associates
Massachusetts
$445K -$126K -2,465 -20%
CAMG
1506
CWA Asset Management Group
Florida
$444K -$20.6K -403 -4%
WCM
1507
Weatherstone Capital Management
Colorado
$444K +$201K +3,916 +76%
DAM
1508
Doheny Asset Management
California
$442K -$5.63K -110 -1%
SFG
1509
SNS Financial Group
Minnesota
$442K +$33.2K +649 +7%
TBNY
1510
Trustco Bank (New York)
New York
$441K -$658K -12,850 -57%
LC
1511
Lindbrook Capital
California
$440K +$489K +9,552 New
GBBWRPM
1512
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$434K +$124K +2,412 +34%
CVM
1513
Cheviot Value Management
California
$433K +$175K +3,408 +57%
HA
1514
Halsey Associates
Connecticut
$433K +$482K +9,401 New
CCM
1515
Canal Capital Management
Virginia
$431K +$359 +7 +0.1%
SWA
1516
Sutton Wealth Advisors
Florida
$431K -$24.3K -474 -5%
CYG
1517
Clean Yield Group
Vermont
$430K +$166K +3,250 +53%
SSG
1518
Summit Securities Group
New York
$429K -$440K -8,600 -48%
JCM
1519
Janney Capital Management
Pennsylvania
$429K
DAC
1520
Dividend Assets Capital
South Carolina
$428K -$71.7K -1,400 -13%
CAW
1521
Cornerstone Advisors (Washington)
Washington
$427K -$3.64K -71 -0.8%
WA
1522
Wealth Architects
California
$426K -$35K -683 -7%
BIA
1523
BHK Investment Advisors
Alabama
$426K -$21.9K -427 -4%
SFM
1524
Systematic Financial Management
New Jersey
$426K
VST
1525
Van Strum & Towne
California
$425K +$13.6K +265 +3%

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.