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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
1551
NorthRock Partners
Minnesota
$354K +$331K +7,024 New
ACM
1552
Adalta Capital Management
New York
$353K -$1.43M -30,400 -81%
SCM
1553
Snow Capital Management
Pennsylvania
$352K
IFWM
1554
Institute for Wealth Management
Colorado
$350K -$120K -2,550 -27%
LRPA
1555
L. Roy Papp & Associates
Arizona
$350K +$848 +18 +0.3%
CF
1556
Copperwynd Financial
Arizona
$349K
FCB
1557
First Command Bank
Texas
$349K +$40K +850 +14%
FCFS
1558
First Command Financial Services
Texas
$349K +$40K +850 +14%
LNB
1559
Ledyard National Bank
$348K -$7.07K -150 -2%
BI
1560
Ballast Inc
Kentucky
$346K -$23.5K -498 -7%
JAM
1561
Jupiter Asset Management
United Kingdom
$345K
FHC
1562
First Heartland Consultants
Missouri
$345K +$27.2K +577 +9%
PHK
1563
Point72 Hong Kong
Hong Kong
$345K +$75.7K +1,606 +31%
BFIC
1564
Bedell Frazier Investment Counselling
California
$344K -$76.4K -1,621 -19%
PAS
1565
Partnervest Advisory Services
California
$344K -$68.7K -1,458 -18%
ACM
1566
AlphaStar Capital Management
North Carolina
$344K -$17.7K -376 -5%
PFA
1567
Pure Financial Advisors
California
$343K -$14.8K -314 -4%
LC
1568
LCNB Corp
Ohio
$342K -$7.68K -163 -2%
LA
1569
Lau Associates
Delaware
$342K +$18.5K +393 +6%
VAM
1570
Verity Asset Management
North Carolina
$340K +$47.3K +1,004 +17%
PCP
1571
Proficio Capital Partners
Massachusetts
$340K +$141K +2,992 +80%
HL
1572
HeadInvest LLC
Maine
$339K +$76.6K +1,626 +32%
DIA
1573
Dana Investment Advisors
Wisconsin
$337K -$17.1K -362 -5%
JSL
1574
JT Stratford LLC
Georgia
$337K +$315K +6,686 New
AWM
1575
Aevitas Wealth Management
Massachusetts
$334K +$1.6K +34 +0.5%

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.