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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
FHC
1626
First Heartland Consultants
Missouri
$296K -$25K -535 -8%
PA
1627
Probity Advisors
Texas
$296K -$20.4K -437 -7%
PT
1628
Plimoth Trust
Massachusetts
$296K -$19.6K -419 -6%
P
1629
&Partners
Tennessee
$295K -$38.7K -827 -12%
RA
1630
Rational Advisors
New York
$294K -$394K -8,434 -58%
MIH
1631
Meitav Investment House
Israel
$294K -$55.7K -1,190 -16%
BWA
1632
Burt Wealth Advisors
Maryland
$293K -$5.61K -120 -2%
PP
1633
Pegasus Partners
Wisconsin
$293K
TFS
1634
TrustCore Financial Services
Tennessee
$293K +$81.2K +1,736 +39%
BCWM
1635
Blue Chip Wealth Management
Florida
$292K +$3.83K +82 +1%
DAM
1636
Deltec Asset Management
New York
$291K
M
1637
MOTCO
Texas
$289K +$85.2K +1,821 +43%
WAS
1638
WESPAC Advisors SoCal
California
$288K
SAA
1639
Southeast Asset Advisors
Georgia
$288K +$140 +3 +0%
MIM
1640
Moseley Investment Management
Florida
$287K
FCB
1641
First Command Bank
Texas
$287K +$50.1K +1,072 +22%
FCFS
1642
First Command Financial Services
Texas
$287K +$50.1K +1,072 +22%
PCFFS
1643
Pacific Center for Financial Services
California
$286K +$38.4K +822 +16%
SIG
1644
Sky Investment Group
Connecticut
$285K +$5.85K +125 +2%
TCM
1645
Telos Capital Management
California
$285K +$18.5K +395 +7%
IOOF
1646
Independent Order of Foresters
Ontario, Canada
$284K -$22.4K -480 -7%
TI
1647
Telemetry Investments
New York
$284K +$281K +6,000 New
CG
1648
Cutler Group
California
$283K -$3.59M -76,683 -93%
BCA
1649
Bay Colony Advisors
Massachusetts
$283K -$23.1K -495 -8%
PWP
1650
Private Wealth Partners
California
$283K -$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.