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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
HVIA
1501
Hudson Valley Investment Advisors
New York
$439K -$364K -7,391 -45%
MGIA
1502
Moneta Group Investment Advisors
Missouri
$438K -$122K -2,480 -21%
GSWM
1503
Golden State Wealth Management
California
$438K +$446K +9,059 New
DAC
1504
Dividend Assets Capital
South Carolina
$437K -$12.3K -250 -3%
WHRC
1505
W.H. Reaves & Co
New Jersey
$436K +$1.48K +30 +0.3%
CWA
1506
Cypress Wealth Advisors
California
$435K -$45.2K -918 -9%
CIAS
1507
Capital Investment Advisory Services
North Carolina
$435K +$5.12K +104 +1%
WDL
1508
Well Done LLC
Michigan
$432K -$2.16K -44 -0.5%
BA
1509
Bristol Advisors
Pennsylvania
$430K -$152K -3,100 -26%
HC
1510
HNP Capital
New York
$430K -$13.7K -279 -3%
WSC
1511
Wellington Shields & Co
New York
$430K
VRM
1512
Vectors Research Management
New York
$430K +$394K +8,006 +898%
BCM
1513
Brookstone Capital Management
Illinois
$428K -$15.5K -315 -3%
HS
1514
HighVista Strategies
Massachusetts
$425K +$433K +8,800 New
BB
1515
Bell Bank
North Dakota
$424K -$3K -61 -0.7%
GSBTD
1516
Glenview State Bank Trust Department
Illinois
$423K -$5.31K -108 -1%
FAB
1517
First American Bank
Illinois
$423K +$3.05K +62 +0.7%
ED
1518
Exane Derivatives
France
$422K +$103K +2,102 +32%
PC
1519
Port Capital
Illinois
$422K -$539K -10,952 -56%
VBFP
1520
Valtinson Bruner Financial Planning
Minnesota
$422K +$62.7K +1,275 +17%
SWA
1521
Sutton Wealth Advisors
Florida
$420K -$31.7K -645 -7%
CWM
1522
Cahaba Wealth Management
Georgia
$420K +$2.95K +60 +0.7%
BCA
1523
Berman Capital Advisors
Georgia
$417K -$20.8K -423 -5%
KA
1524
Kovack Advisors
Florida
$416K -$16.9K -343 -4%
BIA
1525
BHK Investment Advisors
Alabama
$415K -$32.1K -653 -7%

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.