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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
LA
1651
Lau Associates
Delaware
$309K -$716K -14,561 -70%
LBD
1652
Landsberg Bennett & Dubbaneh
Florida
$308K +$310K +6,304 New
DTL
1653
Dynamic Technology Lab
Singapore
$308K +$314K +6,378 New
BWA
1654
Burt Wealth Advisors
Maryland
$305K +$5.9K +120 +2%
ATFA
1655
All Terrain Financial Advisors
Minnesota
$304K +$18.4K +375 +6%
CVM
1656
Cheviot Value Management
California
$299K -$158K -3,210 -34%
JWM
1657
JGP Wealth Management
Oregon
$299K
PP
1658
Pegasus Partners
Wisconsin
$299K +$46.1K +937 +18%
CA
1659
Continuum Advisory
Idaho
$298K -$494K -10,052 -62%
DAM
1660
Deltec Asset Management
New York
$298K -$49.2K -1,000 -14%
FIA
1661
Foundations Investment Advisors
Arizona
$298K -$8.61K -175 -3%
DHFB
1662
Dixon Hubard Feinour & Brown
Virginia
$298K
CF
1663
Corrigan Financial
Rhode Island
$297K +$302K +6,149 New
MSAM
1664
Moloney Securities Asset Management
Missouri
$296K -$48.8K -993 -14%
PMFA
1665
Plante Moran Financial Advisors
Michigan
$295K -$9.05K -184 -3%
SAA
1666
Southeast Asset Advisors
Georgia
$294K -$8.46K -172 -3%
BCWM
1667
Blue Chip Wealth Management
Florida
$294K
WAS
1668
WESPAC Advisors SoCal
California
$294K
CRWM
1669
Castle Rock Wealth Management
California
$293K
XSC
1670
X-Square Capital
Puerto Rico
$293K +$1.18K +24 +0.4%
PWP
1671
Private Wealth Partners
California
$293K +$3.98K +81 +1%
MIM
1672
Moseley Investment Management
Florida
$293K +$299K +6,073 New
BMC
1673
Benin Management Corp
Connecticut
$291K -$12.3K -250 -4%
SXL
1674
Summit X LLC
Missouri
$290K +$3.59K +73 +1%
ACA
1675
Ackerman Capital Advisors
Texas
$290K -$9.45M -192,144 -97%

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.