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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
AG
151
Aperio Group
California
$96.1M +$10.5M +222,502 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
152
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$95.3M -$43.5M -923,330 -33%
CCM
153
Causeway Capital Management
California
$94.4M -$514K -10,914 -0.6%
EIP
154
Epoch Investment Partners
New York
$93.2M -$1.11M -23,459 -1%
EIC
155
Equity Investment Corp
Georgia
$93M -$5.26M -111,759 -6%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$91.7M -$36.2M -768,390 -30%
EAM
157
Eagle Asset Management
Florida
$91M -$23.5M -497,856 -22%
GIA
158
Gateway Investment Advisers
Ohio
$90.9M -$6.09M -129,259 -7%
BIP
159
Brandes Investment Partners
California
$90.2M -$2.76M -58,566 -3%
AAI
160
American Assets Inc
California
$88.4M
AWCI
161
Alpine Woods Capital Investors
New York
$88M +$42.4M +900,445 +100%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$87.6M -$4.23M -89,691 -5%
OSAM
163
O'Shaughnessy Asset Management
Connecticut
$85.3M +$46.9M +995,975 +143%
C
164
Consulta
United Kingdom
$84.5M +$8.24M +175,000 +12%
RP
165
Regal Partners
Australia
$83.7M -$17M -361,737 -18%
MCI
166
McDonald Capital Investors
California
$83.2M -$3.76M -79,900 -5%
DAM
167
Davis Asset Management
California
$83.2M
HP
168
Hikari Power
Japan
$82.7M +$9.14M +194,040 +13%
Mawer Investment Management
169
Mawer Investment Management
Alberta, Canada
$82.5M -$975K -20,699 -1%
DJC
170
Daily Journal Corp
California
$80.3M
MSE
171
MUFG Securities EMEA
United Kingdom
$79.4M -$79.9M -1,696,364 -52%
LBA
172
Letko, Brosseau & Associates
Quebec, Canada
$79.1M -$1.31M -27,721 -2%
FMI
173
Factory Mutual Insurance
Massachusetts
$77.5M +$188K +4,000 +0.3%
GF
174
Gabelli Funds
New York
$77.1M +$1.08M +23,000 +2%
CA
175
Cortland Advisers
Delaware
$76.8M -$26.1M -553,334 -27%

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.