We are live on ! Find out more
WFC icon

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
YAM
151
Yacktman Asset Management
Texas
$92.3M +$5.21M +101,780 +5%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$89.1M +$3.94K +77 +0%
BIP
153
Brandes Investment Partners
California
$87.9M -$6.28M -122,521 -6%
CB
154
Cooke & Bieler
Pennsylvania
$84.3M +$6.27M +122,451 +7%
MCI
155
McDonald Capital Investors
California
$83.6M +$42.3K +826 +0%
KP
156
Kiltearn Partners
United Kingdom
$83.6M -$405K -7,900 -0.4%
MIS
157
Morningstar Investment Services
Illinois
$82.8M -$4.98M -97,278 -5%
AQR Capital Management
158
AQR Capital Management
Connecticut
$82.4M -$3.04M -59,324 -3%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$81.8M -$4.83M -94,291 -5%
EAM
160
Eagle Asset Management
Florida
$81M +$3.8M +74,285 +4%
AAI
161
American Assets Inc
California
$80.8M
EIP
162
Epoch Investment Partners
New York
$79.2M -$11M -214,160 -11%
CVA
163
Ceredex Value Advisors
Florida
$78M +$10.7M +208,780 +14%
AG
164
Aperio Group
California
$76.1M -$18.4M -360,099 -18%
DAM
165
Davis Asset Management
California
$76M
LC
166
Lourd Capital
California
$75.4M -$62.7K -1,225 -0.1%
EIC
167
Equity Investment Corp
Georgia
$74M -$3.56M -69,572 -4%
Aviva
168
Aviva
United Kingdom
$73.8M -$25.7M -502,249 -24%
Swedbank
169
Swedbank
Sweden
$73.5M -$86.4M -1,686,048 -51%
DJC
170
Daily Journal Corp
California
$73.3M
Allianz Asset Management
171
Allianz Asset Management
Germany
$72.3M +$10.1M +197,159 +14%
SEI Investments
172
SEI Investments
Pennsylvania
$72.1M +$7.4M +144,413 +11%
Lord, Abbett & Co
173
Lord, Abbett & Co
New Jersey
$71.7M +$39.6M +772,731 +99%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$71.7M +$5.27M +102,863 +7%
GF
175
Gabelli Funds
New York
$71.2M -$4.34M -84,800 -5%

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.