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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
B
1626
Bridgeworth
Alabama
$338K +$485K +9,464 New
MFW
1627
Mosaic Family Wealth
Missouri
$337K -$57.3K -1,119 -13%
CHP
1628
Cable Hill Partners
Oregon
$334K +$285K +5,559 +329%
AIC
1629
Archer Investment Corporation
Indiana
$334K +$371K +7,248 New
AFNAS
1630
American Financial Network Advisory Services
California
$333K -$41.1K -803 -10%
SWM
1631
Stockman Wealth Management
Montana
$332K +$23.6K +460 +7%
TCB
1632
Texas Capital Bancshares
Texas
$332K +$33.8K +660 +10%
DAM
1633
Deltec Asset Management
New York
$330K -$446K -8,700 -55%
WIP
1634
Wellesley Investment Partners
Massachusetts
$329K -$6.25K -122 -2%
ARMC
1635
American Research & Management Company
Massachusetts
$329K
IIC
1636
Ironwood Investment Counsel
Arizona
$328K -$108K -2,111 -23%
PFA
1637
Pure Financial Advisors
California
$328K -$57.2K -1,117 -14%
MSAM
1638
Moloney Securities Asset Management
Missouri
$328K +$18.8K +368 +5%
OFW
1639
Omnia Family Wealth
Florida
$325K -$24.6K -480 -6%
CTI
1640
Community Trust & Investment
Kentucky
$324K +$2.82K +55 +0.8%
LRPA
1641
L. Roy Papp & Associates
Arizona
$317K +$666 +13 +0.2%
VCAM
1642
Van Cleef Asset Management
Ohio
$315K
PIA
1643
Peachtree Investment Advisors
Georgia
$313K +$2.36K +46 +0.7%
FIA
1644
Foundations Investment Advisors
Arizona
$312K -$64.7K -1,264 -17%
THWM
1645
Taylor Hoffman Wealth Management
Virginia
$307K -$13.4K -261 -4%
FHC
1646
First Heartland Consultants
Missouri
$306K -$55.9K -1,091 -14%
CF
1647
Copperwynd Financial
Arizona
$306K
ED
1648
Exane Derivatives
France
$306K -$102K -2,000 -23%
Aristotle Capital Management
1649
Aristotle Capital Management
California
$304K
JGIA
1650
Jackson Grant Investment Advisers
Connecticut
$304K +$11.7K +229 +4%

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.