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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
SWM
1701
Stockman Wealth Management
Montana
$253K -$86.5K -1,850 -26%
WWM
1702
Willingdon Wealth Management
North Carolina
$252K -$1.22K -26 -0.5%
HIC
1703
Harvey Investment Company
Kentucky
$252K +$4.21K +90 +2%
AAM
1704
AR Asset Management
California
$251K
BKA
1705
Brick & Kyle Associates
Pennsylvania
$251K
THWM
1706
Taylor Hoffman Wealth Management
Virginia
$250K -$6.36K -136 -3%
RPAM
1707
Rhenman & Partners Asset Management
Sweden
$249K -$27.4K -586 -10%
BCM
1708
BTC Capital Management
Iowa
$249K
WPIC
1709
White Pine Investment Company
Michigan
$249K
EWM
1710
Empirical Wealth Management
Washington
$249K +$14.5K +311 +6%
PHK
1711
Point72 Hong Kong
Hong Kong
$248K +$245K +5,232 New
HI
1712
Hendershot Investments
Virginia
$247K
FAG
1713
Financial Advisory Group
Texas
$245K +$4.68K +100 +2%
CWM
1714
Circle Wealth Management
New Jersey
$245K +$242K +5,175 New
IA
1715
Independence Advisors
Pennsylvania
$244K -$59.6K -1,274 -20%
GS
1716
Gagnon Securities
New York
$244K
SWRP
1717
Summit Wealth & Retirement Planning
California
$244K
CIA
1718
Caledonia Investments (Australia)
Australia
$241K
HL
1719
HeadInvest LLC
Maine
$241K +$4.68K +100 +2%
PO
1720
Private Ocean
California
$240K
EWF
1721
Epstein & White Financial
California
$240K +$140 +3 +0.1%
RMDI
1722
R.M. Davis Inc
Maine
$240K +$8.98K +192 +4%
RFA
1723
Reilly Financial Advisors
California
$239K -$10.4K -222 -4%
APW
1724
Acima Private Wealth
Virginia
$238K
FC
1725
Fore Capital
New York
$237K +$234K +5,000 New

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.