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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
FHC
1626
First Heartland Consultants
Missouri
$329K +$7.62K +155 +2%
AC
1627
Avestar Capital
New York
$328K -$44.2K -899 -11%
CFS
1628
CRA Financial Services
New Jersey
$328K -$34.2K -696 -9%
HFP
1629
Holistic Financial Partners
Indiana
$328K +$37.4K +761 +13%
JA
1630
JOYN Advisors
Georgia
$326K -$665K -13,512 -67%
PA
1631
Probity Advisors
Texas
$323K -$53.5K -1,088 -14%
IRC
1632
Investors Research Corp
Georgia
$323K +$9.79K +199 +3%
NGA
1633
Naples Global Advisors
Florida
$323K +$51.5K +1,047 +19%
PT
1634
Plimoth Trust
Massachusetts
$322K -$994K -20,210 -75%
KTC
1635
Kistler-Tiffany Companies
Pennsylvania
$321K -$68K -1,382 -17%
MFW
1636
Mosaic Family Wealth
Missouri
$320K -$33.6K -683 -9%
SHJ
1637
Sharkey, Howes & Javer
Colorado
$319K -$885K -18,000 -73%
Aristotle Capital Management
1638
Aristotle Capital Management
California
$319K
BCA
1639
Bay Colony Advisors
Massachusetts
$318K +$13.3K +270 +4%
OWA
1640
One Wealth Advisors
California
$317K +$323K +6,558 New
BFG
1641
Bouchey Financial Group
New York
$316K
SIA
1642
Sit Investment Associates
Minnesota
$315K +$79.2K +1,610 +33%
SCM
1643
Smith Capital Management
Arkansas
$314K
IOOF
1644
Independent Order of Foresters
Ontario, Canada
$313K -$88.9K -1,808 -22%
CTI
1645
Community Trust & Investment
Kentucky
$313K -$26.6K -540 -8%
ERIM
1646
Eagle Ridge Investment Management
Connecticut
$312K -$130K -2,649 -29%
CF
1647
Copperwynd Financial
Arizona
$312K -$8.95K -182 -3%
IA
1648
Independence Advisors
Pennsylvania
$310K +$8.46K +172 +3%
DA
1649
Doliver Advisors
Texas
$310K +$58.3K +1,186 +23%
CA
1650
Calton & Associates
Florida
$310K +$316K +6,418 New

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.