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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
PHS
1776
Pekin Hardy Strauss
Illinois
$209K -$51.4K -1,100 -20%
POIA
1777
Pin Oak Investment Advisors
Texas
$209K +$31.1K +664 +18%
PW
1778
Price Wealth
Texas
$208K
AW
1779
Alpha Windward
Massachusetts
$206K -$3.69K -79 -2%
GAB
1780
German American Bancorp
Indiana
$206K
NAM
1781
NTV Asset Management
West Virginia
$205K -$854K -18,270 -81%
BC
1782
Barnett & Company
Tennessee
$204K
SIC
1783
Sigma Investment Counselors
Michigan
$204K
WI
1784
Wintrust Investments
Illinois
$204K
TAM
1785
Trillium Asset Management
Massachusetts
$204K +$5.89K +126 +3%
PFA
1786
Pathway Financial Advisors
Vermont
$204K +$202K +4,319 New
AIM
1787
ARGA Investment Management
Connecticut
$203K -$1.91M -40,941 -91%
COI
1788
Capital One Investing
Virginia
$203K -$120K -2,560 -37%
EFSCE
1789
Enterprise Financial Services Corp (EFSC)
Missouri
$202K -$8.56K -183 -4%
FPCP
1790
Fort Point Capital Partners
California
$202K -$5.1K -109 -2%
TF
1791
Tompkins Financial
New York
$201K -$68.7K -1,470 -26%
APG
1792
Abacus Planning Group
South Carolina
$201K -$14K -299 -7%
CFG
1793
CKW Financial Group
Hawaii
$201K
LRIA
1794
Leonard Rickey Investment Advisors
Washington
$201K +$199K +4,253 New
HWMG
1795
Hurlow Wealth Management Group
Indiana
$200K
ACA
1796
Atlas Capital Advisors
Wyoming
$199K +$92.7K +1,982 +89%
DWM
1797
Destination Wealth Management
California
$198K +$80.6K +1,724 +70%
JGIA
1798
Jackson Grant Investment Advisers
Connecticut
$195K +$1.64K +35 +0.9%
Kayne Anderson Rudnick Investment Management
1799
Kayne Anderson Rudnick Investment Management
California
$190K -$33K -705 -15%
QAM
1800
QCI Asset Management
New York
$187K -$6.08K -130 -3%

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.