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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
SIAS
1801
Shine Investment Advisory Services
Colorado
$187K +$561 +12 +0.3%
ATC
1802
Adirondack Trust Company
New York
$182K
FFC
1803
First Financial Corp
Indiana
$180K -$2.34K -50 -1%
PCP
1804
Proficio Capital Partners
Massachusetts
$178K -$94.5K -2,021 -35%
LPIC
1805
LeJeune Puetz Investment Counsel
Michigan
$173K -$109K -2,323 -39%
GAM
1806
Gemmer Asset Management
California
$170K -$9.54K -204 -5%
APC
1807
Aspire Private Capital
North Carolina
$168K
AP
1808
Arlington Partners
Alabama
$162K
BCI
1809
Brinker Capital Investments
Pennsylvania
$157K +$13.9K +298 +10%
SLF
1810
Sun Life Financial
Ontario, Canada
$155K -$172K -3,677 -53%
NCM
1811
Nelson Capital Management
California
$155K +$9.35K +200 +6%
CA
1812
Centerpoint Advisors
Massachusetts
$152K
RP
1813
Rowlandmiller & Partners
Georgia
$147K -$935 -20 -0.6%
CAGAS
1814
Capital Advisory Group Advisory Services
Minnesota
$147K
BWL
1815
Bogart Wealth LLC
Virginia
$146K -$561 -12 -0.4%
BFC
1816
Bedel Financial Consulting
Indiana
$144K -$116K -2,486 -45%
VCM
1817
Vigilant Capital Management
Maine
$144K -$9.35K -200 -6%
IF
1818
Ironwood Financial
Arizona
$144K
MUS
1819
Mitsubishi UFJ Securities
Japan
$144K +$142K +3,040 New
PFGIA
1820
Patriot Financial Group Insurance Agency
Massachusetts
$135K -$5.24K -112 -4%
OSNBOA
1821
Old Second National Bank of Aurora
Illinois
$134K -$16.4K -350 -11%
AIP
1822
Almanack Investment Partners
Pennsylvania
$134K +$132K +2,827 New
SQA
1823
Simon Quick Advisors
New Jersey
$133K +$3.55K +76 +3%
BWA
1824
BDO Wealth Advisors
Florida
$132K -$9.17K -196 -7%
WAS
1825
Winch Advisory Services
Wisconsin
$131K +$1.64K +35 +1%

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.