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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
BWM
1576
BigSur Wealth Management
Florida
$371K +$53.8K +1,050 +15%
HCM
1577
Hollencrest Capital Management
California
$370K +$4.35K +85 +1%
KTC
1578
Kistler-Tiffany Companies
Pennsylvania
$369K -$19.8K -387 -5%
CWP
1579
Capital Wealth Planning
Florida
$369K
SIM
1580
SSI Investment Management
California
$368K -$1.38K -27 -0.3%
PWP
1581
Principle Wealth Partners
Connecticut
$368K +$409K +7,980 New
DI
1582
DFPG Investments
Utah
$368K +$409K +7,990 New
WA
1583
WealthTrust Axiom
Pennsylvania
$366K -$1.69K -33 -0.4%
HK
1584
Horizon Kinetics
New York
$365K +$4.25K +83 +1%
AFC
1585
AFT Forsyth & Company
Florida
$364K -$72.5K -1,416 -15%
EF
1586
Empirical Finance
Pennsylvania
$364K -$49.3K -963 -11%
PL
1587
Plancorp LLC
Missouri
$364K +$5.99K +117 +2%
Financial Engines Advisors
1588
Financial Engines Advisors
California
$363K +$9.63K +188 +2%
MCM
1589
McRae Capital Management
New Jersey
$363K +$34.5K +674 +9%
ACM
1590
AUA Capital Management
Pennsylvania
$362K
RWA
1591
River Wealth Advisors
Pennsylvania
$362K
WCM
1592
Wallace Capital Management
Texas
$362K
CC
1593
Cedar Capital
Illinois
$361K -$42.7K -833 -10%
GCM
1594
Gator Capital Management
Florida
$359K +$400K +7,800 New
PA
1595
Probity Advisors
Texas
$358K -$89.5K -1,747 -18%
TF
1596
Tompkins Financial
New York
$358K
AC
1597
Avestar Capital
New York
$357K -$25K -489 -6%
BIM
1598
Barton Investment Management
Pennsylvania
$357K
DWA
1599
Dougherty Wealth Advisers
Minnesota
$357K +$380K +7,424 New
HCA
1600
Harbour Capital Advisors
Virginia
$357K +$397K +7,751 New

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.