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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
GVAG
1551
Great Valley Advisor Group
Delaware
$400K +$497K +9,702 New
CWM
1552
Cahaba Wealth Management
Georgia
$398K -$3.02K -59 -0.7%
TCOO
1553
Trust Company of Oklahoma
Oklahoma
$395K -$2.56K -50 -0.6%
NWM
1554
Northwest Wealth Management
Iowa
$395K -$102K -1,999 -19%
CC
1555
Colrain Capital
Massachusetts
$392K
MJP
1556
Michael J. Puzo
$392K
NQWM
1557
Northwest Quadrant Wealth Management
Oregon
$392K +$2.61K +51 +0.7%
WA
1558
Wambolt & Associates
Colorado
$392K +$436K +8,505 New
LGWM
1559
Litman Gregory Wealth Management
California
$391K +$399K +7,793 +1,113%
LPT
1560
Legacy Private Trust
Wisconsin
$388K -$35.3K -690 -8%
RFM
1561
Royal Fund Management
Florida
$385K +$7.17K +140 +2%
CBFP
1562
Cedar Brook Financial Partners
Ohio
$384K +$426K +8,325 New
CCT
1563
Chemung Canal Trust
New York
$383K -$1.54K -30 -0.4%
GC
1564
Gratus Capital
Georgia
$383K +$51 +1 +0%
HI
1565
HBK Investments
Texas
$382K -$29.4M -573,317 -99%
IOOF
1566
Independent Order of Foresters
Ontario, Canada
$382K -$2.05K -40 -0.5%
CCM
1567
Cohen Capital Management
California
$381K -$2.17M -42,336 -84%
AIM
1568
Arcadia Investment Management
Michigan
$379K -$132K -2,575 -24%
TCM
1569
Tributary Capital Management
Nebraska
$378K -$25.6K -500 -6%
TAIM
1570
TD Ameritrade Investment Management
Nebraska
$378K +$195K +3,809 +87%
FBFS
1571
First Business Financial Services
Wisconsin
$377K +$419K +8,173 New
TSW
1572
Thompson Siegel & Walmsley
Virginia
$376K -$16.6K -325 -4%
GD
1573
Grandfield & Dodd
New York
$374K -$10.4K -203 -2%
PKC
1574
Palmer Knight Company
Florida
$373K +$415K +8,098 New
BRWM
1575
B. Riley Wealth Management
Tennessee
$372K +$26.6K +519 +7%

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.