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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
BWP
1801
BSW Wealth Partners
Colorado
$216K -$768 -15 -0.3%
WCWM
1802
Willow Creek Wealth Management
California
$216K +$22.2K +434 +10%
C
1803
Cerebellum
California
$216K +$66.2K +1,292 +38%
CCP
1804
Cardan Capital Partners
Colorado
$215K -$1.02K -20 -0.4%
WI
1805
Wintrust Investments
Illinois
$213K -$40K -781 -14%
OCM
1806
Orser Capital Management
Texas
$212K
WAMC
1807
Western Asset Management Company
California
$212K +$236K +4,600 New
AssetMark Inc
1808
AssetMark Inc
California
$211K -$71.6K -1,398 -23%
HCM
1809
HMS Capital Management
Tennessee
$211K
XS
1810
XR Securities
Illinois
$209K -$221K -4,316 -49%
BWA
1811
BDO Wealth Advisors
Florida
$209K -$58.2K -1,137 -20%
BWM
1812
BT Wealth Management
Georgia
$209K +$220K +4,299 New
TIM
1813
Thompson Investment Management
Wisconsin
$207K -$15.4K -300 -6%
LC
1814
Loews Corp
New York
$207K
RW
1815
REDW Wealth
New Mexico
$207K
WI
1816
WrapManager Inc
California
$207K +$28.1K +549 +14%
AAS
1817
Annex Advisory Services
Wisconsin
$206K -$1.59K -31 -0.7%
WG
1818
Welch Group
Alabama
$206K -$1.33K -26 -0.6%
CPA
1819
Capital Planning Advisors
California
$205K
GAMC
1820
Garner Asset Management Corp
Texas
$205K
SIC
1821
Sigma Investment Counselors
Michigan
$204K -$31.6K -617 -12%
PW
1822
Price Wealth
Texas
$203K
ACM
1823
AlphaStar Capital Management
North Carolina
$201K +$615 +12 +0.3%
AW
1824
Alpha Windward
Massachusetts
$200K -$17.2K -336 -7%
GAB
1825
German American Bancorp
Indiana
$200K +$15.4K +300 +7%

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.