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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
CIS
1601
Capital International Sarl
California
$356K -$347K -6,780 -47%
NME
1602
Notis-McConarty Edward
$355K +$394K +7,700 New
W
1603
Wealthquest
Ohio
$354K +$394K +7,685 New
LWM
1604
Lyell Wealth Management
California
$353K -$53.8K -1,050 -12%
P
1605
&Partners
Tennessee
$353K +$392K +7,653 New
VCM
1606
Vigilant Capital Management
Maine
$352K -$136K -2,650 -26%
AB
1607
AT Bancorp
Iowa
$351K +$3.12K +61 +0.8%
LC
1608
LCNB Corp
Ohio
$350K
PFS
1609
Physicians Financial Services
North Carolina
$350K +$389K +7,599 New
SIM
1610
Sadoff Investment Management
Wisconsin
$350K +$389K +7,600 New
LWM
1611
Liberty Wealth Management
California
$349K +$389K +7,591 New
DWM
1612
Dakota Wealth Management
Florida
$347K
EAM
1613
Erste Asset Management
Austria
$346K +$389K +7,600 New
CWM
1614
Confluence Wealth Management
Oregon
$345K -$32K -624 -8%
CHAM
1615
Clear Harbor Asset Management
Connecticut
$345K -$21.8K -425 -5%
EIA
1616
Edgemoor Investment Advisors
Maryland
$345K
EWM
1617
Evermay Wealth Management
Virginia
$345K +$41.9K +818 +12%
CFS
1618
CRA Financial Services
New Jersey
$345K +$383K +7,477 New
VBFP
1619
Valtinson Bruner Financial Planning
Minnesota
$344K +$382K +7,460 New
WorldQuant Millennium Advisors
1620
WorldQuant Millennium Advisors
New York
$344K +$382K +7,466 New
WAAG
1621
Wealth Alliance Advisory Group
Kansas
$343K
IWC
1622
Integrated Wealth Concepts
Massachusetts
$341K +$86.7K +1,692 +30%
IHL
1623
Investment House LLC
California
$339K -$1.12M -21,902 -75%
LCS
1624
Levin Capital Strategies
New York
$339K
GFP
1625
Gryphon Financial Partners
Ohio
$338K -$306K -5,978 -45%

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.