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Wells Fargo

2,007 hedge funds and large institutions have $162B invested in Wells Fargo in 2018 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 526 increasing their positions, 1,033 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 160

7% more funds holding in top 10

Funds holding in top 10: 133142 (+9)

2% more funds holding

Funds holding: 1,9742,007 (+33)

0.24% less ownership

Funds ownership: 75.38%75.14% (-0.24%)

15% less capital invested

Capital invested by funds: $191B → $162B (-$28.5B)

21% less call options, than puts

Call options by funds: $2.04B | Put options by funds: $2.59B

49% less repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 1,033

Holders
2,007
Holders Change
+33
Holders Change %
+1.67%
% of All Funds
44.71%
Holding in Top 10
142
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.77%
% of All Funds
3.16%
New
214
Increased
526
Reduced
1,033
Closed
160
Calls
$2.04B
Puts
$2.59B
Net Calls
-$549M
Net Calls Change
+$559M
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
1701
Summit X LLC
Missouri
$268K +$8.25K +161 +3%
BA
1702
Birinyi Associates
Connecticut
$267K -$23.3K -455 -7%
SBSB
1703
Sullivan, Bruyette, Speros & Blaney
Virginia
$267K +$68.8K +1,344 +30%
DW
1704
Domani Wealth
Pennsylvania
$265K +$359 +7 +0.1%
ACG
1705
Allen Capital Group
Nebraska
$265K +$61.2K +1,195 +29%
EDRIA
1706
Edmonds Duncan Registered Investment Advisors
Kansas
$264K
BOPW
1707
Brandywine Oak Private Wealth
Pennsylvania
$264K +$294K +5,732 New
MJRIC
1708
Mogy Joel R Investment Counsel
California
$262K -$201K -3,920 -41%
FFIC
1709
First Fiduciary Investment Counsel
Ohio
$262K
RP
1710
Riverbridge Partners
Minnesota
$261K -$54.3K -1,060 -16%
PCP
1711
Proficio Capital Partners
Massachusetts
$261K +$3.64K +71 +1%
HFA
1712
Huber Financial Advisors
Illinois
$261K +$13.9K +272 +5%
VCA
1713
Verdence Capital Advisors
Maryland
$261K +$21.4K +418 +8%
LSA
1714
L & S Advisors
California
$261K +$290K +5,663 New
AWA
1715
Alaska Wealth Advisors
Alaska
$260K +$2.31K +45 +0.8%
SNBOSCI
1716
Security National Bank of Sioux City Iowa
Iowa
$259K
HR
1717
Hardy Reed
Mississippi
$259K +$288K +5,624 New
SIG
1718
Sky Investment Group
Connecticut
$257K +$1.74K +34 +0.6%
AA
1719
Apriem Advisors
California
$256K
DP
1720
Dearborn Partners
Illinois
$256K +$62.6K +1,222 +28%
RF
1721
RHS Financial
California
$255K +$284K +5,537 New
CWM
1722
Centric Wealth Management
Illinois
$255K +$284K +5,541 New
UWPG
1723
Ullmann Wealth Partners Group
Florida
$254K
WA
1724
Waverly Advisors
Alabama
$253K -$1.58M -30,929 -85%
CCC
1725
Chelsea Counsel Company
California
$253K

WFC Hedge Fund Activity: Q4 2018 in Review

2,007 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q4 2018, worth a combined $162B — down 15% from $191B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new WFC positions and 160 closed out — a net gain of 54 holders — while 526 added to existing stakes and 1,033 trimmed.

The largest buyer was Primecap Management, adding an estimated $356M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 2,007 institutional investors held Wells Fargo (WFC) as of Q4 2018, up from 1,974 in Q3 2018.
  • Funds reported $162B of Wells Fargo stock for Q4 2018, down 15% quarter-over-quarter.
  • 214 funds opened new Wells Fargo positions in Q4 2018 and 160 closed out, a net change of +54 holders.
  • The largest Wells Fargo buyer in Q4 2018 was Primecap Management, an estimated $356M added.
  • The largest Wells Fargo seller in Q4 2018 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q4 2018.