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Wells Fargo

2,015 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 742 increasing their positions, 889 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 105

2% more capital invested

Capital invested by funds: $162B → $166B (+$3.96B)

0.69% more ownership

Funds ownership: 75.14%75.83% (+0.69%)

0% more funds holding

Funds holding: 2,0062,015 (+9)

12% less call options, than puts

Call options by funds: $1.87B | Put options by funds: $2.12B

16% less funds holding in top 10

Funds holding in top 10: 142119 (-23)

17% less repeat investments, than reductions

Existing positions increased: 742 | Existing positions reduced: 889

Holders
2,015
Holders Change
+9
Holders Change %
+0.45%
% of All Funds
43.61%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
742
Reduced
889
Closed
105
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1576
Financial Engines Advisors
California
$370K -$10.9K -221 -3%
CC
1577
Cedar Capital
Illinois
$369K -$9.2K -187 -2%
DSI
1578
Daiwa SB Investments
Japan
$368K +$375K +7,620 New
EGA
1579
E&G Advisors
Texas
$367K -$73.8K -1,500 -16%
HCA
1580
Harbour Capital Advisors
Virginia
$366K -$8.61K -175 -2%
FQ
1581
First Quadrant
California
$363K -$182K -3,707 -33%
AB
1582
AT Bancorp
Iowa
$363K -$5.85K -119 -2%
CHAM
1583
Clear Harbor Asset Management
Connecticut
$362K
EWM
1584
Evermay Wealth Management
Virginia
$362K +$98 +2 +0%
Hudson Bay Capital Management
1585
Hudson Bay Capital Management
Connecticut
$362K +$369K +7,500 New
WCM
1586
Wallace Capital Management
Texas
$360K -$19.7K -400 -5%
W
1587
Wealthquest
Ohio
$360K -$11K -224 -3%
DWA
1588
Dougherty Wealth Advisers
Minnesota
$359K
MIH
1589
Meitav Investment House
Israel
$357K +$44.1K +897 +14%
LWM
1590
Liberty Wealth Management
California
$356K -$10.1K -206 -3%
SC
1591
Schulhoff & Co
Ohio
$356K +$98.5K +2,002 +37%
LCS
1592
Levin Capital Strategies
New York
$355K
IHL
1593
Investment House LLC
California
$355K +$49 +1 +0%
WIP
1594
Wellesley Investment Partners
Massachusetts
$355K +$9.94K +202 +3%
AFC
1595
AFT Forsyth & Company
Florida
$353K -$29K -590 -7%
TCOO
1596
Trust Company of Oklahoma
Oklahoma
$353K -$62.7K -1,275 -15%
BRWM
1597
B. Riley Wealth Management
Tennessee
$352K -$38.1K -774 -10%
GFP
1598
Gryphon Financial Partners
Ohio
$351K -$3.2K -65 -0.9%
ACM
1599
Ategra Capital Management
Virginia
$351K +$357K +7,263 New
EIA
1600
Edgemoor Investment Advisors
Maryland
$349K -$12.7K -258 -3%

WFC Hedge Fund Activity: Q1 2019 in Review

2,015 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q1 2019, worth a combined $166B — up 2.4% from $162B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WFC positions and 105 closed out — a net gain of 34 holders — while 742 added to existing stakes and 889 trimmed.

The largest buyer was First Eagle Investment Management, opening a new position worth an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $1.36B.

  • 2,015 institutional investors held Wells Fargo (WFC) as of Q1 2019, up from 2,006 in Q4 2018.
  • Funds reported $166B of Wells Fargo stock for Q1 2019, up 2.4% quarter-over-quarter.
  • 139 funds opened new Wells Fargo positions in Q1 2019 and 105 closed out, a net change of +34 holders.
  • The largest Wells Fargo buyer in Q1 2019 was First Eagle Investment Management, an estimated $408M added.
  • The largest Wells Fargo seller in Q1 2019 was Capital International Investors, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.