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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
MJRIC
1651
Mogy Joel R Investment Counsel
California
$286K
WG
1652
Welch Group
Alabama
$286K
LWM
1653
Lyell Wealth Management
California
$283K
DDPIC
1654
Deroy & Devereaux Private Investment Counsel
Michigan
$280K
HR
1655
Hardy Reed
Mississippi
$280K
KFGK
1656
Keystone Financial Group (Kentucky)
Kentucky
$279K -$6.27K -133 -2%
HTHT
1657
Hemenway Trust Hemenway Trust
New Hampshire
$279K +$261K +5,532 New
HFP
1658
Holistic Financial Partners
Indiana
$278K -$59.6K -1,265 -19%
UWPG
1659
Ullmann Wealth Partners Group
Florida
$278K
BP
1660
BBR Partners
New York
$278K +$4.05K +86 +2%
PMFA
1661
Plante Moran Financial Advisors
Michigan
$277K -$43.3K -920 -14%
OWA
1662
One Wealth Advisors
California
$277K -$40.3K -856 -13%
SC
1663
Saybrook Capital
North Carolina
$277K
PFO
1664
Pathstone Family Office
New Jersey
$276K -$575K -12,200 -69%
FAG
1665
Financial Advisory Group
Texas
$276K +$2.35K +50 +0.9%
JHP
1666
James Hambro & Partners
United Kingdom
$274K +$256K +5,426 New
CCFCSB
1667
Cape Cod Five Cents Savings Bank
Massachusetts
$273K -$23.6K -500 -8%
WWM
1668
Willingdon Wealth Management
North Carolina
$273K +$3.82K +81 +2%
WPIC
1669
White Pine Investment Company
Michigan
$273K +$7.73K +164 +3%
HFA
1670
Huber Financial Advisors
Illinois
$272K
WI
1671
Wintrust Investments
Illinois
$271K +$50.3K +1,068 +25%
SWM
1672
Stockman Wealth Management
Montana
$270K
MC
1673
Miramar Capital
Illinois
$270K +$2.69K +57 +1%
TIA
1674
Tiemann Investment Advisors
California
$269K -$94K -1,996 -27%
HIC
1675
Harvey Investment Company
Kentucky
$269K

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.