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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
CAMG
1651
CWA Asset Management Group
Florida
$283K +$20.5K +438 +8%
SCM
1652
Smith Capital Management
Arkansas
$282K -$24.9K -532 -8%
WC
1653
Westhampton Capital
North Carolina
$282K +$278K +5,955 New
NGA
1654
Naples Global Advisors
Florida
$281K -$34.5K -737 -11%
MSAM
1655
Moloney Securities Asset Management
Missouri
$281K -$8.56K -183 -3%
BRM
1656
Boston Research & Management
Massachusetts
$281K
WA
1657
Waverly Advisors
Alabama
$281K +$11.5K +245 +4%
WI
1658
WrapManager Inc
California
$281K +$22.4K +480 +9%
BFPW
1659
BOK Financial Private Wealth
Colorado
$281K +$51.2K +1,095 +23%
FQ
1660
First Quadrant
California
$280K -$73.9K -1,580 -21%
MFW
1661
Mosaic Family Wealth
Missouri
$279K -$33.8K -722 -11%
BMM
1662
Buffington Mohr McNeal
Idaho
$279K
CCFCSB
1663
Cape Cod Five Cents Savings Bank
Massachusetts
$279K
DMC
1664
Drexel Morgan & Co
Pennsylvania
$279K
SWP
1665
Strategic Wealth Partners
Ohio
$277K -$301K -6,438 -52%
LC
1666
Lincoln Capital
Nebraska
$277K -$46.8K -1,000 -15%
WAAG
1667
Wealth Alliance Advisory Group
Kansas
$276K
AWA
1668
Alaska Wealth Advisors
Alaska
$275K
CI
1669
CX Institutional
Indiana
$275K +$3.32K +71 +1%
OCG
1670
Opus Capital Group
Ohio
$275K +$272K +5,807 New
AFNAS
1671
American Financial Network Advisory Services
California
$274K -$43.4K -929 -14%
BA
1672
Birinyi Associates
Connecticut
$274K
BMC
1673
Benin Management Corp
Connecticut
$273K -$11.7K -250 -4%
VAM
1674
Verity Asset Management
North Carolina
$272K +$71.4K +1,526 +36%
CW
1675
Cobiz Wealth
Colorado
$271K -$678K -14,497 -72%

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.