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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
DW
1701
Domani Wealth
Pennsylvania
$252K +$6.45K +137 +3%
SI
1702
SCP Investment
California
$252K +$236K +5,000 New
LFA
1703
Legacy Financial Advisors
Kentucky
$251K +$1.74K +37 +0.8%
TIM
1704
Thompson Investment Management
Wisconsin
$251K +$22.8K +485 +11%
FPCP
1705
Fort Point Capital Partners
California
$251K +$33.8K +718 +17%
CNC
1706
Citizens & Northern Corp
Pennsylvania
$250K -$88.6K -1,880 -28%
CWM
1707
Calamos Wealth Management
Illinois
$249K -$374K -7,940 -62%
HPWM
1708
Highland Private Wealth Management
Washington
$249K +$233K +4,938 New
CG
1709
Corundum Group
Colorado
$248K -$141 -3 -0.1%
CNB
1710
Camden National Bank
Maine
$248K +$660 +14 +0.3%
FQ
1711
First Quadrant
California
$247K -$48.9K -1,037 -17%
TFCP
1712
Twin Focus Capital Partners
Massachusetts
$247K
WI
1713
Wedgewood Investors
Pennsylvania
$246K
WIA
1714
World Investment Advisors
California
$245K -$22.4M -476,117 -98%
AA
1715
Apriem Advisors
California
$245K -$34.5K -732 -13%
WAP
1716
Wealthcare Advisory Partners
Pennsylvania
$244K +$3.67K +78 +2%
AIA
1717
Angeles Investment Advisors
California
$244K +$228K +4,843 New
GEA
1718
Glen Eagle Advisors
New Jersey
$244K +$6.22K +132 +3%
RA
1719
Rational Advisors
New York
$243K -$65.7K -1,394 -22%
CA
1720
Crewe Advisors
Utah
$242K -$220K -4,662 -49%
VCM
1721
Vivaldi Capital Management
Illinois
$242K -$196K -4,154 -46%
BFA
1722
Benedict Financial Advisors
Georgia
$238K -$7.54K -160 -3%
CWM
1723
Cabot Wealth Management
Massachusetts
$238K
QPWM
1724
Quadrant Private Wealth Management
Pennsylvania
$237K -$228K -4,847 Closed
EWF
1725
Epstein & White Financial
California
$237K -$18.6K -395 -8%

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.