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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
DA
1576
Doliver Advisors
Texas
$337K +$32.7K +700 +11%
CFS
1577
CRA Financial Services
New Jersey
$334K +$13K +278 +4%
LNB
1578
Ledyard National Bank
$333K -$437K -9,343 -57%
DIA
1579
Dana Investment Advisors
Wisconsin
$333K +$80.3K +1,718 +32%
BIM
1580
Barton Investment Management
Pennsylvania
$332K -$33.9K -725 -9%
ACA
1581
Ackerman Capital Advisors
Texas
$331K +$46.8K +1,000 +17%
SCM
1582
Snow Capital Management
Pennsylvania
$331K -$1.73K -37 -0.5%
AC
1583
Avestar Capital
New York
$330K +$8.93K +191 +3%
EGM
1584
Engineers Gate Manager
New York
$330K +$326K +6,966 New
LC
1585
LCNB Corp
Ohio
$328K -$140 -3 -0%
C
1586
Cerebellum
California
$328K +$105K +2,239 +48%
OFW
1587
Omnia Family Wealth
Florida
$327K -$6.36K -136 -2%
LRPA
1588
L. Roy Papp & Associates
Arizona
$327K +$795 +17 +0.2%
CNC
1589
Citizens & Northern Corp
Pennsylvania
$323K -$2.15M -46,080 -87%
JAM
1590
Jupiter Asset Management
United Kingdom
$323K -$170K -3,634 -35%
HFP
1591
Holistic Financial Partners
Indiana
$321K -$281 -6 -0.1%
FIA
1592
Foundations Investment Advisors
Arizona
$321K +$26.7K +570 +9%
ACM
1593
Ategra Capital Management
Virginia
$321K -$22.5K -481 -7%
FI
1594
FormulaFolio Investments
Michigan
$317K +$39.7K +848 +15%
BSB
1595
Bangor Savings Bank
Maine
$316K -$12.4K -265 -4%
KTC
1596
Kistler-Tiffany Companies
Pennsylvania
$316K +$2.01K +43 +0.6%
GVAG
1597
Great Valley Advisor Group
Delaware
$315K -$81K -1,731 -21%
CIA
1598
CSat Investment Advisory
Michigan
$315K +$310K +6,620 +22,828%
EB
1599
Eastern Bank
Massachusetts
$313K -$15.9K -341 -5%
VAG
1600
VisionPoint Advisory Group
Texas
$313K +$30.4K +650 +11%

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.