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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
NME
1726
Notis-McConarty Edward
$236K -$126K -2,700 -35%
VA
1727
Valmark Advisers
Ohio
$236K
LSA
1728
L & S Advisors
California
$235K -$32.3K -690 -12%
TI
1729
Truepoint Inc
Ohio
$235K +$232K +4,963 New
LFA
1730
Legacy Financial Advisors
Kentucky
$233K -$38.5K -823 -14%
CBTWT
1731
Community Bank & Trust (Waco, Texas)
Texas
$233K
CG
1732
Corundum Group
Colorado
$233K +$1.73K +37 +0.8%
RCG
1733
Ruane, Cunniff & Goldfarb
New York
$232K -$45.5K -974 -17%
ACG
1734
Allen Capital Group
Nebraska
$232K -$18.7K -400 -8%
CNB
1735
Camden National Bank
Maine
$232K -$4.44K -95 -2%
TFCP
1736
Twin Focus Capital Partners
Massachusetts
$232K +$229K +4,894 New
BFA
1737
Benedict Financial Advisors
Georgia
$231K +$608 +13 +0.3%
WI
1738
Wedgewood Investors
Pennsylvania
$231K +$6.92K +148 +3%
HR
1739
Hayden Royal
North Carolina
$231K +$230K +4,908 New
DW
1740
Domani Wealth
Pennsylvania
$230K -$42.2K -903 -16%
QPWM
1741
Quadrant Private Wealth Management
Pennsylvania
$229K -$19.7K -421 -8%
BMCM
1742
Bryn Mawr Capital Management
Pennsylvania
$227K
JWBC
1743
J.W. Burns & Co
New York
$226K
WAP
1744
Wealthcare Advisory Partners
Pennsylvania
$225K -$6.64K -142 -3%
TAM
1745
Tealwood Asset Management
Minnesota
$224K -$2.62K -56 -1%
NP
1746
NS Partners
United Kingdom
$224K
CAM
1747
Cozad Asset Management
Illinois
$223K -$8.23K -176 -4%
CWM
1748
Cabot Wealth Management
Massachusetts
$223K
HWA
1749
Heritage Wealth Advisors
Virginia
$223K +$42.4K +907 +24%
GEA
1750
Glen Eagle Advisors
New Jersey
$223K +$94 +2 +0%

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.