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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
KP
1676
Keel Point
Alabama
$270K -$9.73K -208 -4%
WG
1677
Welch Group
Alabama
$269K -$13.4K -286 -5%
MJRIC
1678
Mogy Joel R Investment Counsel
California
$269K
KFGK
1679
Keystone Financial Group (Kentucky)
Kentucky
$268K -$9.35K -200 -3%
5L
1680
55I LLC
Massachusetts
$268K +$265K +5,672 New
LWM
1681
Lyell Wealth Management
California
$266K -$57.3K -1,225 -18%
CA
1682
Continuum Advisory
Idaho
$266K -$24.6K -527 -9%
CTI
1683
Community Trust & Investment
Kentucky
$264K -$42.6K -912 -14%
AA
1684
Apriem Advisors
California
$264K +$6.17K +132 +2%
DDPIC
1685
Deroy & Devereaux Private Investment Counsel
Michigan
$263K -$14K -300 -5%
HR
1686
Hardy Reed
Mississippi
$263K -$3.41K -73 -1%
SBSB
1687
Sullivan, Bruyette, Speros & Blaney
Virginia
$263K -$2.1K -45 -0.8%
B
1688
Bridgeworth
Alabama
$262K +$2.34K +50 +0.9%
SCM
1689
Silvant Capital Management
Georgia
$261K -$2.29M -48,874 -90%
BCM
1690
BlueCrest Capital Management
Jersey
$260K -$10.5M -224,209 -98%
SC
1691
Saybrook Capital
North Carolina
$260K
UWPG
1692
Ullmann Wealth Partners Group
Florida
$260K
WIA
1693
Westbourne Investment Advisors
Maryland
$260K
CF
1694
Centaurus Financial
California
$260K +$244K +5,222 +1,993%
SNBOSCI
1695
Security National Bank of Sioux City Iowa
Iowa
$259K -$4.68K -100 -2%
HCM
1696
Hudson Capital Management
New Jersey
$257K -$298K -6,376 -54%
BP
1697
BBR Partners
New York
$257K -$74.4K -1,591 -23%
CCM
1698
Cribstone Capital Management
Maine
$257K -$24.6K -527 -9%
HFA
1699
Huber Financial Advisors
Illinois
$255K
MC
1700
Miramar Capital
Illinois
$254K -$327K -7,000 -57%

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.