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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
EDRIA
1701
Edmonds Duncan Registered Investment Advisors
Kansas
$277K
CPO
1702
Cerity Partners OCIO
New York
$277K +$282K +5,732 New
TF
1703
Tompkins Financial
New York
$276K -$102K -2,072 -27%
AWA
1704
Alaska Wealth Advisors
Alaska
$275K +$2.46K +50 +0.9%
WA
1705
Waverly Advisors
Alabama
$275K +$9.89K +201 +4%
MJRIC
1706
Mogy Joel R Investment Counsel
California
$274K
LSA
1707
L & S Advisors
California
$273K -$344 -7 -0.1%
CAAS
1708
Capital Asset Advisory Services
Michigan
$272K -$561K -11,401 -67%
HR
1709
Hardy Reed
Mississippi
$272K
TCM
1710
Telos Capital Management
California
$272K +$11.5K +234 +4%
SBSB
1711
Sullivan, Bruyette, Speros & Blaney
Virginia
$271K -$9.49K -193 -3%
SNBOSCI
1712
Security National Bank of Sioux City Iowa
Iowa
$269K -$2.46K -50 -0.9%
PGA
1713
Premia Global Advisors
Florida
$269K +$275K +5,585 New
CAMG
1714
CWA Asset Management Group
Florida
$268K -$201K -4,084 -42%
PHS
1715
Pekin Hardy Strauss
Illinois
$267K -$44.3K -900 -14%
BFC
1716
Bedel Financial Consulting
Indiana
$267K +$10.4K +212 +4%
WIA
1717
Westbourne Investment Advisors
Maryland
$266K -$19.7K -400 -7%
SC
1718
Saybrook Capital
North Carolina
$266K
UWPG
1719
Ullmann Wealth Partners Group
Florida
$266K
JHP
1720
James Hambro & Partners
United Kingdom
$266K +$267K +5,426 New
B
1721
Bridgeworth
Alabama
$265K -$196K -3,983 -42%
SIM
1722
Stratos Investment Management
Ohio
$265K +$270K +5,491 New
WI
1723
WrapManager Inc
California
$264K +$48K +976 +22%
AA
1724
Apriem Advisors
California
$263K -$4.92K -100 -2%
THWM
1725
Taylor Hoffman Wealth Management
Virginia
$262K -$61.2K -1,245 -19%

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.