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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
GAM
1801
Gemmer Asset Management
California
$175K -$5.7K -121 -3%
MA
1802
MCF Advisors
Kentucky
$175K +$64.2K +1,363 +64%
AP
1803
Arlington Partners
Alabama
$173K
LPIC
1804
LeJeune Puetz Investment Counsel
Michigan
$164K -$18.8K -400 -11%
HIM
1805
Hillsdale Investment Management
Ontario, Canada
$163K +$60.8K +1,290 +66%
RP
1806
Rowlandmiller & Partners
Georgia
$157K
CII
1807
Capital International Inc
California
$157K +$146K +3,106 New
CAGAS
1808
Capital Advisory Group Advisory Services
Minnesota
$156K
BFC
1809
Bedel Financial Consulting
Indiana
$155K +$1.55K +33 +1%
CA
1810
Centerpoint Advisors
Massachusetts
$154K -$7.07K -150 -5%
IF
1811
Ironwood Financial
Arizona
$153K
BWL
1812
Bogart Wealth LLC
Virginia
$148K -$7.44K -158 -5%
BCI
1813
Brinker Capital Investments
Pennsylvania
$146K -$19.9K -422 -13%
BWA
1814
BDO Wealth Advisors
Florida
$141K +$424 +9 +0.3%
WAS
1815
Winch Advisory Services
Wisconsin
$141K +$1.04K +22 +0.8%
AIM
1816
Advantage Investment Management
Iowa
$141K +$8.81K +187 +7%
AA
1817
Advisory Alpha
Michigan
$139K +$136K +2,893 New
CAC
1818
Certified Advisory Corp
Florida
$137K +$14.4K +306 +13%
LD
1819
Lipe & Dalton
New York
$136K +$127K +2,695 New
WCG
1820
Weaver Consulting Group
California
$134K +$84.1K +1,785 +184%
TCM
1821
Tradewinds Capital Management
Washington
$133K +$236 +5 +0.2%
PFGIA
1822
Patriot Financial Group Insurance Agency
Massachusetts
$129K -$13.6K -288 -10%
DOA
1823
D'Orazio & Associates
Virginia
$128K +$236 +5 +0.2%
PWMG
1824
Prestige Wealth Management Group
New Jersey
$123K +$49.5K +1,050 +76%
SBL
1825
Sargent Bickham Lagudis
Colorado
$122K -$10.9K -231 -9%

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.