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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
FAN
1551
Financial Advisors Network
California
$362K -$44.1K -943 -11%
AUB
1552
Atlantic Union Bankshares
Virginia
$361K +$357K +7,628 New
PFS
1553
Physicians Financial Services
North Carolina
$360K -$33.9K -725 -9%
EGA
1554
E&G Advisors
Texas
$360K
FDCC
1555
Foster Dykema Cabot & Co
Massachusetts
$359K -$125K -2,670 -26%
V
1556
VeraBank
Texas
$355K -$1.29M -27,517 -79%
KA
1557
Kovack Advisors
Florida
$355K -$51.4K -1,099 -13%
GWCM
1558
Godshalk Welsh Capital Management
Pennsylvania
$355K -$42.1K -900 -11%
WCM
1559
Wallace Capital Management
Texas
$355K +$2.43K +52 +0.7%
HCA
1560
Harbour Capital Advisors
Virginia
$352K -$6.55K -140 -2%
Ninety One (UK)
1561
Ninety One (UK)
United Kingdom
$351K -$39.2K -838 -10%
DWA
1562
Dougherty Wealth Advisers
Minnesota
$351K
BWP
1563
Bernardo Wealth Planning
Pennsylvania
$349K -$89.3K -1,910 -21%
SC
1564
Schulhoff & Co
Ohio
$349K +$94 +2 +0%
BI
1565
Ballast Inc
Kentucky
$348K +$12.8K +274 +4%
TIA
1566
Tiemann Investment Advisors
California
$347K -$51.3K -1,097 -13%
TCOO
1567
Trust Company of Oklahoma
Oklahoma
$345K
AWA
1568
Arete Wealth Advisors
Illinois
$343K +$16.6K +355 +5%
W
1569
Wealthquest
Ohio
$342K -$10.5K -225 -3%
TCB
1570
Texas Capital Bancshares
Texas
$341K
NL
1571
NWAM LLC
Washington
$341K +$281 +6 +0.1%
ACM
1572
AlphaStar Capital Management
North Carolina
$340K +$112K +2,394 +50%
WA
1573
WealthTrust Axiom
Pennsylvania
$339K -$36.1K -771 -10%
CWM
1574
Confluence Wealth Management
Oregon
$339K -$34.5K -737 -9%
PFA
1575
Pure Financial Advisors
California
$337K

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.