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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
SWM
1601
Stockman Wealth Management
Montana
$348K
TCB
1602
Texas Capital Bancshares
Texas
$348K
NL
1603
NWAM LLC
Washington
$348K +$37.1K +754 +12%
OPTFSNA
1604
Old Point Trust & Financial Services N A
Virginia
$347K -$310K -6,300 -47%
PFA
1605
Pure Financial Advisors
California
$344K -$246 -5 -0.1%
BI
1606
Ballast Inc
Kentucky
$342K +$31.2K +635 +10%
P
1607
&Partners
Tennessee
$341K -$29.5K -600 -8%
OFW
1608
Omnia Family Wealth
Florida
$341K
HKAM
1609
Horizon Kinetics Asset Management
New York
$341K +$347K +7,058 New
BP
1610
BBR Partners
New York
$339K -$83.9K -1,706 -20%
SCM
1611
Snow Capital Management
Pennsylvania
$339K +$346K +7,025 New
MJP
1612
Michael J. Puzo
$338K -$73.8K -1,500 -18%
SLF
1613
Sun Life Financial
Ontario, Canada
$336K -$247K -5,015 -42%
EB
1614
Eastern Bank
Massachusetts
$336K -$200K -4,063 -37%
LC
1615
LCNB Corp
Ohio
$336K -$32K -650 -9%
BSB
1616
Bangor Savings Bank
Maine
$335K -$326K -6,636 -49%
VCA
1617
Verdence Capital Advisors
Maryland
$335K +$61.8K +1,256 +22%
AFNAS
1618
American Financial Network Advisory Services
California
$334K -$18.9K -385 -5%
LRPA
1619
L. Roy Papp & Associates
Arizona
$333K +$689 +14 +0.2%
AWA
1620
Arete Wealth Advisors
Illinois
$333K +$23.4K +476 +7%
SHWM
1621
Smith & Howard Wealth Management
Georgia
$333K +$88.3K +1,796 +35%
LC
1622
Lincoln Capital
Nebraska
$331K +$31.6K +642 +10%
COI
1623
Capital One Investing
Virginia
$331K +$92.5K +1,880 +38%
LWM
1624
Lyell Wealth Management
California
$330K -$40.1K -815 -11%
PAI
1625
Pittenger & Anderson Inc
Nebraska
$329K -$320K -6,500 -49%

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.