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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
CFG
1776
CKW Financial Group
Hawaii
$208K
RG
1777
Rikoon Group
New Mexico
$207K -$16.1K -342 -8%
CIP
1778
Capital Insight Partners
Arizona
$207K +$193K +4,103 New
HR
1779
Hayden Royal
North Carolina
$204K -$40.9K -868 -18%
LRIA
1780
Leonard Rickey Investment Advisors
Washington
$204K -$10.1K -214 -5%
AF
1781
Affiance Financial
Minnesota
$203K -$24.2K -514 -11%
PLFAM
1782
Pineno Levin & Ford Asset Management
Virginia
$203K +$190K +4,032 New
Kayne Anderson Rudnick Investment Management
1783
Kayne Anderson Rudnick Investment Management
California
$202K
CIM
1784
Confluence Investment Management
Missouri
$202K +$188K +4,000 New
SNBOSD
1785
Security National Bank of So Dak
Iowa
$202K +$189K +4,012 New
MTIM
1786
Marathon Trading Investment Management
Pennsylvania
$201K -$1.59M -33,700 -89%
BIM
1787
Baldwin Investment Management
Pennsylvania
$201K -$541K -11,483 -74%
CI
1788
CX Institutional
Indiana
$201K -$86.3K -1,831 -31%
SIAS
1789
Shine Investment Advisory Services
Colorado
$200K +$612 +13 +0.3%
AM
1790
Atwater Malick
Pennsylvania
$200K +$187K +3,960 New
OCM
1791
Orser Capital Management
Texas
$200K +$188K +4,000 New
QAM
1792
QCI Asset Management
New York
$199K
SQA
1793
Simon Quick Advisors
New Jersey
$194K +$48.8K +1,036 +37%
ATC
1794
Adirondack Trust Company
New York
$192K -$1.41K -30 -0.8%
HWA
1795
Heritage Wealth Advisors
Virginia
$191K -$42.7K -907 -19%
FWM
1796
Focused Wealth Management
New York
$183K +$141K +3,000 +482%
NCM
1797
Nelson Capital Management
California
$181K +$14.1K +300 +9%
ME
1798
McIlrath & Eck
Washington
$180K -$43.1K -915 -20%
APC
1799
Aspire Private Capital
North Carolina
$179K
VCM
1800
Vigilant Capital Management
Maine
$176K +$20.7K +440 +14%

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.