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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
WAP
1651
Wealthcare Advisory Partners
Pennsylvania
$303K -$78.2K -1,527 -19%
BFG
1652
Bouchey Financial Group
New York
$302K -$12.4K -243 -4%
JLBC
1653
J.L. Bainbridge & Co
Florida
$301K +$334K +6,526 New
SCM
1654
Smith Capital Management
Arkansas
$300K +$333K +6,500 New
IRC
1655
Investors Research Corp
Georgia
$299K
CCM
1656
Cribstone Capital Management
Maine
$299K +$563 +11 +0.2%
BI
1657
Ballast Inc
Kentucky
$298K -$27.2K -531 -8%
MIH
1658
Meitav Investment House
Israel
$298K -$14.3K -280 -4%
NL
1659
NWAM LLC
Washington
$297K -$57.2K -1,116 -15%
QPWM
1660
Quadrant Private Wealth Management
Pennsylvania
$297K +$22.4K +437 +7%
PHS
1661
Pekin Hardy Strauss
Illinois
$296K
AWA
1662
Arete Wealth Advisors
Illinois
$295K -$108K -2,099 -25%
AFM
1663
Andesa Financial Management
Pennsylvania
$293K +$326K +6,369 New
VAG
1664
VisionPoint Advisory Group
Texas
$291K +$324K +6,321 New
PMFA
1665
Plante Moran Financial Advisors
Michigan
$290K +$41.7K +815 +15%
BMC
1666
Benin Management Corp
Connecticut
$289K
SAA
1667
Southeast Asset Advisors
Georgia
$289K +$102 +2 +0%
IA
1668
Independence Advisors
Pennsylvania
$288K -$8.86K -173 -3%
Tudor Investment Corp
1669
Tudor Investment Corp
Connecticut
$287K -$8.54M -166,678 -96%
RMDI
1670
R.M. Davis Inc
Maine
$287K -$29K -567 -8%
JWM
1671
JGP Wealth Management
Oregon
$286K
LC
1672
Lincoln Capital
Nebraska
$286K
BCA
1673
Bay Colony Advisors
Massachusetts
$286K +$26.3K +513 +9%
BWA
1674
Burt Wealth Advisors
Maryland
$285K
DHFB
1675
Dixon Hubard Feinour & Brown
Virginia
$285K

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.