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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
PHAM
1751
Palisades Hudson Asset Management
Florida
$240K
AQA
1752
Alpha Quant Advisors
Texas
$240K +$266K +5,200 New
PFM
1753
Probabilities Fund Management
New York
$240K +$267K +5,217 New
CWM
1754
Cabot Wealth Management
Massachusetts
$239K
JWBC
1755
J.W. Burns & Co
New York
$238K
GS
1756
Gagnon Securities
New York
$238K +$8.35K +163 +3%
CIA
1757
Caledonia Investments (Australia)
Australia
$238K +$264K +5,158 New
DDC
1758
DF Dent & Co
Maryland
$236K -$6.92K -135 -3%
SHWM
1759
Smith & Howard Wealth Management
Georgia
$235K +$8.66K +169 +3%
CNB
1760
Camden National Bank
Maine
$235K +$17.4K +339 +7%
FCA
1761
FLC Capital Advisors
California
$235K +$262K +5,107 New
SAM
1762
SignalPoint Asset Management
Missouri
$234K -$92.8K -1,812 -26%
PO
1763
Private Ocean
California
$234K +$9.17K +179 +4%
CSPIA
1764
Cary Street Partners Investment Advisory
Virginia
$234K +$261K +5,087 New
VA
1765
Valmark Advisers
Ohio
$233K -$38.5K -752 -13%
SEIA
1766
Signature Estate & Investment Advisors
California
$233K +$5.38K +105 +2%
ONST
1767
Old North State Trust
North Carolina
$233K +$30K +586 +13%
PL
1768
Parthenon LLC
Kentucky
$232K
APW
1769
Acima Private Wealth
Virginia
$232K +$258K +5,028 New
PWM
1770
PRW Wealth Management
Massachusetts
$232K +$258K +5,033 New
SBAM
1771
Santa Barbara Asset Management
California
$231K -$166M -3,236,548 -100%
EWF
1772
Epstein & White Financial
California
$231K +$4.76K +93 +2%
SWK
1773
Stephen W. Kidder
$230K -$172K -3,350 -40%
HR
1774
Hayden Royal
North Carolina
$230K +$256K +5,000 New
COI
1775
Capital One Investing
Virginia
$229K +$254K +4,966 New

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.