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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
BFA
1776
Benedict Financial Advisors
Georgia
$235K +$9.15K +186 +4%
JF
1777
JSF Financial
California
$234K -$21.1K -428 -8%
BFPW
1778
BOK Financial Private Wealth
Colorado
$234K +$238K +4,844 New
BMCM
1779
Bryn Mawr Capital Management
Pennsylvania
$232K -$21.7K -441 -8%
TAM
1780
Tealwood Asset Management
Minnesota
$232K
ACM
1781
AlphaStar Capital Management
North Carolina
$232K +$21.2K +432 +10%
STMM
1782
South Texas Money Management
Texas
$231K -$24.6K -500 -9%
MWM
1783
MinichMacGregor Wealth Management
New York
$231K +$233K +4,744 New
JWBC
1784
J.W. Burns & Co
New York
$230K -$19.7K -400 -8%
SFSIG
1785
San Francisco Sentry Investment Group
California
$229K -$28.4K -577 -11%
NP
1786
NS Partners
United Kingdom
$229K
WI
1787
Wedgewood Investors
Pennsylvania
$229K
NFG
1788
Nations Financial Group
Iowa
$229K +$738 +15 +0.3%
TWA
1789
TCI Wealth Advisors
Arizona
$229K +$2.07K +42 +0.9%
CWM
1790
Cabot Wealth Management
Massachusetts
$228K -$22.9K -465 -9%
Kayne Anderson Rudnick Investment Management
1791
Kayne Anderson Rudnick Investment Management
California
$228K
AIA
1792
Angeles Investment Advisors
California
$228K +$232K +4,727 New
GEA
1793
Glen Eagle Advisors
New Jersey
$227K +$49 +1 +0%
SWK
1794
Stephen W. Kidder
$227K -$14.8K -300 -6%
C
1795
Cerebellum
California
$227K
WCWM
1796
Willow Creek Wealth Management
California
$226K
RP
1797
Riverbridge Partners
Minnesota
$224K -$51.3K -1,043 -18%
PM
1798
Parametrica Management
Hong Kong
$222K -$398K -8,084 -64%
CCP
1799
Cardan Capital Partners
Colorado
$222K -$3.74K -76 -2%
CA
1800
Crewe Advisors
Utah
$222K +$56.9K +1,157 +34%

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.