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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
BC
1826
Barnett & Company
Tennessee
$199K
CFG
1827
CKW Financial Group
Hawaii
$196K +$10.2K +200 +5%
QAM
1828
QCI Asset Management
New York
$194K +$1.13K +22 +0.5%
ME
1829
McIlrath & Eck
Washington
$194K +$31K +605 +17%
WA
1830
WealthTrust-Arizona
Arizona
$192K +$307 +6 +0.1%
PCA
1831
Peddock Capital Advisors
Massachusetts
$189K
LFA
1832
Legacy Financial Advisors
Kentucky
$188K -$132K -2,574 -39%
SIAS
1833
Shine Investment Advisory Services
Colorado
$181K +$512 +10 +0.3%
SMFG
1834
Sumitomo Mitsui Financial Group
Japan
$179K -$311K -6,070 -61%
ATC
1835
Adirondack Trust Company
New York
$178K -$1.02K -20 -0.5%
POIA
1836
Pin Oak Investment Advisors
Texas
$177K
TCM
1837
Tradewinds Capital Management
Washington
$176K -$34.1K -666 -15%
MFBTD
1838
MB Financial Bank - Trust Department
Illinois
$176K -$10.9K -213 -5%
IP
1839
Intellectus Partners
California
$176K +$92.9K +1,814 +91%
HWA
1840
Heritage Wealth Advisors
Virginia
$174K -$1.74K -34 -0.9%
CT
1841
Clearstead Trust
Maine
$170K +$12.1K +237 +7%
AP
1842
Arlington Partners
Alabama
$167K -$102K -2,000 -36%
HI
1843
Hendershot Investments
Virginia
$167K -$39.5K -772 -18%
RP
1844
Rowlandmiller & Partners
Georgia
$166K +$24.6K +480 +15%
APC
1845
Aspire Private Capital
North Carolina
$166K +$185K +3,611 New
MA
1846
MCF Advisors
Kentucky
$161K +$102 +2 +0.1%
GAM
1847
Gemmer Asset Management
California
$161K +$154 +3 +0.1%
CA
1848
Crewe Advisors
Utah
$158K
EFSCE
1849
Enterprise Financial Services Corp (EFSC)
Missouri
$156K -$52.3K -1,022 -23%
T2I
1850
Turim 21 Investimentos
Brazil
$156K

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.