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Wells Fargo

1,938 hedge funds and large institutions have $164B invested in Wells Fargo in 2019 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 715 increasing their positions, 879 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 113122 (+9)

3% more capital invested

Capital invested by funds: $159B → $164B (+$4.25B)

1% more call options, than puts

Call options by funds: $2.8B | Put options by funds: $2.79B

1% less funds holding

Funds holding: 1,9541,938 (-16)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

1.42% less ownership

Funds ownership: 75.08%73.66% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 879

Holders
1,938
Holders Change
-16
Holders Change %
-0.82%
% of All Funds
42.49%
Holding in Top 10
122
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.96%
% of All Funds
2.67%
New
107
Increased
715
Reduced
879
Closed
108
Calls
$2.8B
Puts
$2.79B
Net Calls
+$15.4M
Net Calls Change
+$379M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1601
Confluence Wealth Management
Oregon
$315K -$43.2K -918 -13%
PA
1602
Probity Advisors
Texas
$315K -$565 -12 -0.2%
EWM
1603
Evermay Wealth Management
Virginia
$314K -$14.6K -310 -5%
SIG
1604
Sky Investment Group
Connecticut
$314K +$9.19K +195 +3%
SSA
1605
Schonfeld Strategic Advisors
New York
$313K +$292K +6,200 New
BWA
1606
Burt Wealth Advisors
Maryland
$312K
TI
1607
Telemetry Investments
New York
$312K +$8.48K +180 +3%
LCM
1608
Liberty Capital Management
Michigan
$311K -$188K -4,000 -39%
DAM
1609
Deltec Asset Management
New York
$311K
SG
1610
StoneX Group
New York
$310K +$290K +6,152 New
PT
1611
Plimoth Trust
Massachusetts
$309K -$5.18K -110 -2%
GD
1612
Grandfield & Dodd
New York
$308K -$94.2K -2,000 -25%
WAS
1613
WESPAC Advisors SoCal
California
$307K +$47 +1 +0%
SCM
1614
Smith Capital Management
Arkansas
$307K +$5.32K +113 +2%
CRWM
1615
Castle Rock Wealth Management
California
$306K -$21.7K -460 -7%
PCFFS
1616
Pacific Center for Financial Services
California
$305K +$141 +3 +0%
FANJ
1617
Financial Architects (New Jersey)
New Jersey
$303K -$4.49M -95,320 -94%
PCM
1618
Palisade Capital Management
New Jersey
$303K -$82.4K -1,750 -23%
ACA
1619
Ackerman Capital Advisors
Texas
$303K -$47.1K -1,000 -14%
CA
1620
Continuum Advisory
Idaho
$303K +$28.2K +599 +11%
VI
1621
Versor Investments
New York
$303K +$283K +6,000 New
NL
1622
NWAM LLC
Washington
$302K -$57K -1,210 -17%
GLA
1623
Great Lakes Advisors
Illinois
$301K -$96.5K -2,049 -26%
NGA
1624
Naples Global Advisors
Florida
$300K
WC
1625
Westhampton Capital
North Carolina
$300K

WFC Hedge Fund Activity: Q3 2019 in Review

1,938 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q3 2019, worth a combined $164B — up 2.7% from $159B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of WFC and 107 opened new positions — a net loss of 1 holder — while 879 trimmed existing stakes and 715 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $704M. The largest seller was Berkshire Hathaway, cutting an estimated $1.48B.

  • 1,938 institutional investors held Wells Fargo (WFC) as of Q3 2019, down from 1,954 in Q2 2019.
  • Funds reported $164B of Wells Fargo stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 107 funds opened new Wells Fargo positions in Q3 2019 and 108 closed out, a net change of -1 holder.
  • The largest Wells Fargo buyer in Q3 2019 was T. Rowe Price Associates, an estimated $704M added.
  • The largest Wells Fargo seller in Q3 2019 was Berkshire Hathaway, an estimated $1.48B sold.

Based on aggregated 13F filings for Q3 2019.