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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
NFG
1626
Nations Financial Group
Iowa
$300K +$274K +5,806 New
TFS
1627
TrustCore Financial Services
Tennessee
$299K -$13K -275 -4%
BRM
1628
Boston Research & Management
Massachusetts
$299K
DMC
1629
Drexel Morgan & Co
Pennsylvania
$299K +$707 +15 +0.3%
MFW
1630
Mosaic Family Wealth
Missouri
$298K -$188 -4 -0.1%
WAAG
1631
Wealth Alliance Advisory Group
Kansas
$298K +$7.11K +151 +3%
LC
1632
Lincoln Capital
Nebraska
$295K
VBFP
1633
Valtinson Bruner Financial Planning
Minnesota
$293K -$124K -2,629 -31%
SHWM
1634
Smith & Howard Wealth Management
Georgia
$293K -$31K -658 -10%
OCG
1635
Opus Capital Group
Ohio
$293K +$188 +4 +0.1%
VA
1636
Valmark Advisers
Ohio
$293K +$38.8K +823 +16%
VAG
1637
VisionPoint Advisory Group
Texas
$292K -$32.7K -695 -10%
BA
1638
Birinyi Associates
Connecticut
$292K
QCM
1639
Quantinno Capital Management
New York
$292K +$272K +5,780 New
BMC
1640
Benin Management Corp
Connecticut
$291K
LDFR
1641
Lehman & Derafelo Financial Resources
Pennsylvania
$290K -$151K -3,200 -36%
OC
1642
Oakworth Capital
Alabama
$290K -$143K -3,032 -34%
BMM
1643
Buffington Mohr McNeal
Idaho
$290K -$6.31K -134 -2%
RGNCM
1644
R.G. Niederhoffer Capital Management
New York
$288K -$118K -2,500 -30%
PP
1645
Pegasus Partners
Wisconsin
$287K -$22.9K -487 -8%
KP
1646
Keel Point
Alabama
$287K
CTI
1647
Community Trust & Investment
Kentucky
$287K +$5.23K +111 +2%
AFM
1648
Andesa Financial Management
Pennsylvania
$287K +$50K +1,061 +23%
CCG
1649
Chatham Capital Group
Georgia
$286K -$130K -2,750 -33%
5L
1650
55I LLC
Massachusetts
$286K

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.