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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
AF
1801
Affiance Financial
Minnesota
$220K -$9.39K -191 -4%
APG
1802
Abacus Planning Group
South Carolina
$219K +$223K +4,537 New
CIP
1803
Capital Insight Partners
Arizona
$218K -$40K -814 -15%
CTA
1804
Colonial Trust Advisors
South Carolina
$218K +$221K +4,503 New
CCC
1805
Chelsea Counsel Company
California
$217K -$49.2K -1,000 -18%
PPP
1806
Private Portfolio Partners
New Jersey
$217K -$13.9K -282 -6%
LC
1807
Loews Corp
New York
$217K
RW
1808
REDW Wealth
New Mexico
$217K
TIM
1809
Thompson Investment Management
Wisconsin
$217K
ME
1810
McIlrath & Eck
Washington
$217K +$14.2K +289 +7%
AIM
1811
Allen Investment Management
New York
$217K +$221K +4,498 New
TFS
1812
TrustCore Financial Services
Tennessee
$216K +$219K +4,461 New
AAM
1813
Autus Asset Management
Arizona
$215K -$42.5K -865 -16%
EFSCE
1814
Enterprise Financial Services Corp (EFSC)
Missouri
$215K +$52K +1,057 +31%
RG
1815
Rikoon Group
New Mexico
$214K -$26.2K -533 -11%
HWMG
1816
Hurlow Wealth Management Group
Indiana
$213K
XWM
1817
Xcel Wealth Management
Florida
$212K -$232K -4,713 -52%
NB
1818
Northwest Bancshares
Pennsylvania
$212K -$40K -814 -16%
PW
1819
Price Wealth
Texas
$212K
FPCP
1820
Fort Point Capital Partners
California
$211K -$261K -5,300 -55%
GAB
1821
German American Bancorp
Indiana
$210K
AW
1822
Alpha Windward
Massachusetts
$210K +$689 +14 +0.3%
LC
1823
Lindbrook Capital
California
$208K -$258K -5,241 -55%
WI
1824
Wintrust Investments
Illinois
$208K -$14.8K -300 -7%
SIC
1825
Sigma Investment Counselors
Michigan
$208K -$5.56K -113 -3%

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.