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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
BKA
1676
Brick & Kyle Associates
Pennsylvania
$268K -$4.71K -100 -2%
AAM
1677
AR Asset Management
California
$267K
BCM
1678
BTC Capital Management
Iowa
$267K
RPAM
1679
Rhenman & Partners Asset Management
Sweden
$266K
FM
1680
Family Management
New York
$266K +$249K +5,283 New
FI
1681
FormulaFolio Investments
Michigan
$265K -$68K -1,443 -22%
EFSCE
1682
Enterprise Financial Services Corp (EFSC)
Missouri
$265K +$47.2K +1,002 +24%
DWA
1683
Dougherty Wealth Advisers
Minnesota
$263K -$104K -2,204 -30%
THWM
1684
Taylor Hoffman Wealth Management
Virginia
$263K -$3.72K -79 -1%
SWRP
1685
Summit Wealth & Retirement Planning
California
$262K +$1.04K +22 +0.4%
BWP
1686
BSW Wealth Partners
Colorado
$262K +$25.4K +540 +12%
HA
1687
Halsey Associates
Connecticut
$262K +$245K +5,201 New
HI
1688
Hendershot Investments
Virginia
$261K -$2.35K -50 -1%
GS
1689
Gagnon Securities
New York
$260K
CF
1690
Centaurus Financial
California
$257K -$18.4K -390 -7%
CCM
1691
Cribstone Capital Management
Maine
$257K -$15.9K -337 -6%
CIA
1692
Caledonia Investments (Australia)
Australia
$257K
PO
1693
Private Ocean
California
$256K +$47 +1 +0%
VWA
1694
V Wealth Advisors
Kansas
$256K +$26.6K +565 +13%
CAM
1695
Congress Asset Management
Massachusetts
$254K +$19.8K +421 +9%
APW
1696
Acima Private Wealth
Virginia
$253K
FLPIM
1697
F.L. Putnam Investment Management
Massachusetts
$253K +$237K +5,022 New
IA
1698
Independence Advisors
Pennsylvania
$252K -$6.74K -143 -3%
FC
1699
Fore Capital
New York
$252K
NME
1700
Notis-McConarty Edward
$252K

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.