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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
LPIC
1676
LeJeune Puetz Investment Counsel
Michigan
$289K
CCM
1677
Cribstone Capital Management
Maine
$288K -$26.1K -531 -8%
VAG
1678
VisionPoint Advisory Group
Texas
$288K -$17.3K -351 -6%
WG
1679
Welch Group
Alabama
$288K +$73.2K +1,488 +33%
BRM
1680
Boston Research & Management
Massachusetts
$287K
LDFR
1681
Lehman & Derafelo Financial Resources
Pennsylvania
$287K
MVP
1682
Miller Value Partners
Florida
$287K
BMM
1683
Buffington Mohr McNeal
Idaho
$285K
CCFCSB
1684
Cape Cod Five Cents Savings Bank
Massachusetts
$285K
DMC
1685
Drexel Morgan & Co
Pennsylvania
$285K
KP
1686
Keel Point
Alabama
$285K +$4.67K +95 +2%
SIG
1687
Sky Investment Group
Connecticut
$285K +$16K +325 +6%
RCG
1688
Ruane, Cunniff & Goldfarb
New York
$284K -$577K -11,735 -67%
DDPIC
1689
Deroy & Devereaux Private Investment Counsel
Michigan
$283K
RPAM
1690
Rhenman & Partners Asset Management
Sweden
$283K
KFGK
1691
Keystone Financial Group (Kentucky)
Kentucky
$283K +$288K +5,864 New
FI
1692
FormulaFolio Investments
Michigan
$282K -$523K -10,642 -65%
QT
1693
Quantamental Technologies
New York
$282K +$287K +5,832 New
BA
1694
Birinyi Associates
Connecticut
$280K
WAAG
1695
Wealth Alliance Advisory Group
Kansas
$279K -$75.3K -1,530 -21%
PCP
1696
Proficio Capital Partners
Massachusetts
$279K +$5.51K +112 +2%
CI
1697
CX Institutional
Indiana
$278K -$1.54M -31,218 -84%
DI
1698
DFPG Investments
Utah
$278K -$115K -2,341 -29%
DW
1699
Domani Wealth
Pennsylvania
$278K +$443 +9 +0.2%
LFA
1700
Legacy Financial Advisors
Kentucky
$278K +$82.8K +1,683 +41%

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.