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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
BB
1501
Bell Bank
North Dakota
$407K -$7.62K -163 -2%
VBFP
1502
Valtinson Bruner Financial Planning
Minnesota
$406K -$6.97K -149 -2%
PC
1503
Port Capital
Illinois
$406K -$6.59K -141 -2%
SAM
1504
Smithbridge Asset Management
Pennsylvania
$404K
PWP
1505
Principle Wealth Partners
Connecticut
$403K +$17.5K +375 +5%
XSC
1506
X-Square Capital
Puerto Rico
$403K +$116K +2,474 +41%
MIH
1507
Madison Investment Holdings
Wisconsin
$400K -$18.6M -398,118 -98%
BFIC
1508
Bedell Frazier Investment Counselling
California
$400K +$234 +5 +0.1%
GBBWRPM
1509
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$399K -$122K -2,612 -24%
CCG
1510
Chatham Capital Group
Georgia
$399K -$117K -2,500 -23%
RIM
1511
Regent Investment Management
Kentucky
$399K
CC
1512
Cedar Capital
Illinois
$398K +$35.6K +761 +10%
CFA
1513
Cahill Financial Advisors
Minnesota
$396K -$120K -2,564 -23%
NWM
1514
Northwest Wealth Management
Iowa
$396K -$5.8K -124 -1%
RFM
1515
Royal Fund Management
Florida
$395K +$514 +11 +0.1%
DIA
1516
Dean Investment Associates
Ohio
$392K -$11.1K -237 -3%
CCM
1517
Cohen Capital Management
California
$392K
PAS
1518
Partnervest Advisory Services
California
$392K +$19.1K +408 +5%
HVIA
1519
Hudson Valley Investment Advisors
New York
$390K -$39.8K -851 -9%
AIM
1520
Arcadia Investment Management
Michigan
$389K
RGNCM
1521
R.G. Niederhoffer Capital Management
New York
$388K +$383K +8,200 New
SWA
1522
Sutton Wealth Advisors
Florida
$385K -$25.9K -554 -6%
CA
1523
Cornerstone Advisory
Maryland
$385K -$9.87K -211 -3%
CYG
1524
Clean Yield Group
Vermont
$384K -$9.87K -211 -3%
GD
1525
Grandfield & Dodd
New York
$384K -$9.17K -196 -2%

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.