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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
BCM
1751
Barometer Capital Management
Ontario, Canada
$223K +$188K +4,000 New
PW
1752
Price Wealth
Texas
$222K
KCPG
1753
Kavar Capital Partners Group
Kansas
$220K -$8.24K -175 -4%
CWM
1754
Circle Wealth Management
New Jersey
$219K -$38.9K -825 -16%
NAM
1755
NTV Asset Management
West Virginia
$219K
BC
1756
Barnett & Company
Tennessee
$218K
CAM
1757
Cozad Asset Management
Illinois
$217K -$19.3K -410 -9%
SWK
1758
Stephen W. Kidder
$217K -$9.42K -200 -4%
HWMG
1759
Hurlow Wealth Management Group
Indiana
$217K
SIC
1760
Sigma Investment Counselors
Michigan
$217K
SP
1761
Successful Portfolios
Florida
$217K +$203K +4,312 New
POIA
1762
Pin Oak Investment Advisors
Texas
$216K -$6.22K -132 -3%
AIM
1763
ARGA Investment Management
Connecticut
$216K
AW
1764
Alpha Windward
Massachusetts
$216K +$424 +9 +0.2%
JGIA
1765
Jackson Grant Investment Advisers
Connecticut
$215K +$6.64K +141 +3%
TF
1766
Tompkins Financial
New York
$212K -$1.98K -42 -1%
HI
1767
Harrington Investments
California
$212K +$198K +4,194 New
IC
1768
Inscription Capital
Texas
$212K +$198K +4,212 New
ACA
1769
Atlas Capital Advisors
Wyoming
$212K
SAM
1770
SignalPoint Asset Management
Missouri
$211K +$197K +4,176 New
FFC
1771
First Financial Corp
Indiana
$210K +$16.1K +341 +9%
FC
1772
FCA Corp
Texas
$210K +$196K +4,161 New
SCP
1773
Sandhill Capital Partners
New York
$210K +$197K +4,172 New
EVM
1774
Evelyn V. Moreno
$208K -$2.91M -61,704 -94%
M
1775
MOTCO
Texas
$208K -$93.6K -1,986 -33%

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.