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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
HFA
1726
Huber Financial Advisors
Illinois
$260K -$13.4K -272 -5%
F
1727
F3Logic
Minnesota
$260K +$266K +5,402 New
WWM
1728
Willingdon Wealth Management
North Carolina
$259K +$1.28K +26 +0.5%
DI
1729
Diligent Investors
California
$258K +$26.8K +545 +11%
CAM
1730
Congress Asset Management
Massachusetts
$257K -$25.3K -515 -9%
FAG
1731
Financial Advisory Group
Texas
$257K
RMAM
1732
Raab & Moskowitz Asset Management
New Jersey
$257K
DIA
1733
Dana Investment Advisors
Wisconsin
$257K +$262K +5,324 New
WCM
1734
Weatherstone Capital Management
Colorado
$256K -$185K -3,766 -42%
ACG
1735
Allen Capital Group
Nebraska
$256K
AAM
1736
AR Asset Management
California
$256K
BCM
1737
BTC Capital Management
Iowa
$256K
QPWM
1738
Quadrant Private Wealth Management
Pennsylvania
$255K -$58.3K -1,186 -18%
BKA
1739
Brick & Kyle Associates
Pennsylvania
$255K
RFA
1740
Reilly Financial Advisors
California
$255K +$16.4K +333 +7%
WPIC
1741
White Pine Investment Company
Michigan
$254K +$259K +5,257 New
HIC
1742
Harvey Investment Company
Kentucky
$253K
PCFFS
1743
Pacific Center for Financial Services
California
$252K +$17.1K +348 +7%
HI
1744
Hendershot Investments
Virginia
$252K +$78.7K +1,601 +44%
AQA
1745
Alpha Quant Advisors
Texas
$251K
SWRP
1746
Summit Wealth & Retirement Planning
California
$250K -$36.9K -750 -13%
CHP
1747
Cable Hill Partners
Oregon
$249K -$103K -2,090 -29%
RF
1748
RHS Financial
California
$249K -$19.2K -390 -7%
GS
1749
Gagnon Securities
New York
$249K
SEIA
1750
Signature Estate & Investment Advisors
California
$249K +$4.92K +100 +2%

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.