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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
AWM
1601
Aevitas Wealth Management
Massachusetts
$312K -$498K -10,640 -62%
TSW
1602
Thompson Siegel & Walmsley
Virginia
$312K -$55K -1,176 -15%
Aristotle Capital Management
1603
Aristotle Capital Management
California
$312K
SHJ
1604
Sharkey, Howes & Javer
Colorado
$312K
BFG
1605
Bouchey Financial Group
New York
$310K
EWM
1606
Evermay Wealth Management
Virginia
$309K -$44.8K -957 -13%
SIA
1607
Sit Investment Associates
Minnesota
$309K
JWM
1608
JGP Wealth Management
Oregon
$309K +$15.9K +340 +5%
CRWM
1609
Castle Rock Wealth Management
California
$309K +$21.5K +460 +8%
MJP
1610
Michael J. Puzo
$308K -$23.4K -500 -7%
SXL
1611
Summit X LLC
Missouri
$308K +$22.7K +486 +8%
IRC
1612
Investors Research Corp
Georgia
$307K -$9.31K -199 -3%
SHWM
1613
Smith & Howard Wealth Management
Georgia
$306K -$19.3K -412 -6%
CF
1614
Copperwynd Financial
Arizona
$306K
HCM
1615
Hollencrest Capital Management
California
$305K -$70.1K -1,500 -19%
CPO
1616
Cerity Partners OCIO
New York
$305K +$33.6K +718 +13%
PMFA
1617
Plante Moran Financial Advisors
Michigan
$303K +$13.9K +298 +5%
HKAM
1618
Horizon Kinetics Asset Management
New York
$302K -$31.6K -675 -10%
LA
1619
Lau Associates
Delaware
$302K
LBD
1620
Landsberg Bennett & Dubbaneh
Florida
$301K +$281 +6 +0.1%
OWA
1621
One Wealth Advisors
California
$300K -$9.82K -210 -3%
AIC
1622
Ameritas Investment Company
Nebraska
$299K -$267K -5,714 -48%
PAI
1623
Pittenger & Anderson Inc
Nebraska
$298K -$23.4K -500 -7%
ATFA
1624
All Terrain Financial Advisors
Minnesota
$297K
CVM
1625
Cheviot Value Management
California
$297K +$3.79K +81 +1%

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.