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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
BWM
1526
BigSur Wealth Management
Florida
$384K
DAM
1527
Doheny Asset Management
California
$383K -$70.1K -1,500 -16%
PKC
1528
Palmer Knight Company
Florida
$383K
RA
1529
RFG Advisory
Alabama
$381K +$376K +8,044 New
PP
1530
PagnatoKarp Partners
Virginia
$381K +$377K +8,057 New
FIM
1531
Fruth Investment Management
Texas
$380K -$14K -300 -4%
GLA
1532
Great Lakes Advisors
Illinois
$379K -$58.1K -1,243 -13%
HS
1533
HighVista Strategies
Massachusetts
$379K -$37.4K -800 -9%
CC
1534
Colrain Capital
Massachusetts
$379K
ARMC
1535
American Research & Management Company
Massachusetts
$378K -$61.6K -1,317 -14%
RWA
1536
River Wealth Advisors
Pennsylvania
$378K
PIM
1537
Penobscot Investment Management
Massachusetts
$377K -$25.7K -550 -6%
SIM
1538
SSI Investment Management
California
$376K -$1.45K -31 -0.4%
JVBC
1539
J.V. Bruni & Co
Colorado
$375K
MCM
1540
McRae Capital Management
New Jersey
$373K
ACM
1541
AUA Capital Management
Pennsylvania
$372K
NQWM
1542
Northwest Quadrant Wealth Management
Oregon
$371K +$327 +7 +0.1%
WA
1543
Wambolt & Associates
Colorado
$370K
WA
1544
WBH Advisory
Maryland
$368K -$28K -599 -7%
BA
1545
Bristlecone Advisors
Washington
$368K +$364K +7,777 New
PCM
1546
Palisade Capital Management
New Jersey
$367K -$4.68K -100 -1%
AIC
1547
Archer Investment Corporation
Indiana
$367K
BCA
1548
Berman Capital Advisors
Georgia
$366K -$41.6K -889 -10%
VCAM
1549
Van Cleef Asset Management
Ohio
$364K -$4.68K -100 -1%
Financial Engines Advisors
1550
Financial Engines Advisors
California
$364K +$935 +20 +0.3%

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.